Licensed Bilingual Benefit Educator

Job Title: Licensed Bilingual Benefit Educator
Location: Candidates must live within San Diego County -
Work Schedule- No guaranteed hours; position is on an as-needed basis

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Role Overview:
The Benefit Educator is crucial to our business's success. In this client-facing role, you will represent *** and conduct exceptional enrollment events to educate customers about our products, services, and programs. Your goal is to create a positive customer experience while demonstrating knowledge and professionalism.

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Key Responsibilities:

• Licensing and Compliance:
  • Maintain an active Life and Health Insurance License.
  • Comply with HIPAA guidelines.
• Customer Education:
  • Present and explain employer-sponsored benefits and health insurance.
  • Introduce and educate customers on *** benefit programs.
• Event Coordination:
  • Conduct enrollment events and troubleshoot any related questions or concerns.
  • Travel within the geographic market to cover events as needed.
• Communication:
  • Engage comfortably with both large groups and individuals.
  • Utilize email and Microsoft Office (Word, PowerPoint, Excel) for communication and presentations.
• Expense Management:
  • Charge and be reimbursed for travel expenses (car rental, air, hotel, etc.).

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Qualifications & Skills:

• Education:
  • High School Diploma or GED required.
  • Health and Life License required.
• Experience:
  • Experience explaining and presenting employer-sponsored benefits and health insurance.
  • Bilingual in Spanish (fluent in speaking, reading, and writing).
• Technical Skills:
  • Proficiency in Microsoft Office Suite.
  • Familiarity with virtual meeting platforms (Webex, Zoom, Skype).
• Essential Skills:
  • Strong verbal and written communication skills.
  • Excellent presentation and PowerPoint skills, both virtual and in-person.
  • Knowledge of employee benefits (health, dental, pharmacy, vision, etc.).

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Additional Information:

• Candidates must have their own reliable transportation.
• Must be available to work on an “as-needed” basis, including during peak season (August-December).
• Candidates can work for other carriers/enrollment companies but cannot be signed to exclusive contracts during peak season.