Job Description
Position Title: Benefit Educator
Work Location: Southern California Market (Los Angeles, San Diego, Irvine, CA), Pacific Northwest Market (Seattle, WA & Portland, OR), Carolinas Market (Charlotte, NC & Charleston, SC), New York/New Jersey Market (New York City, NY & Newark, NJ), Mid-Atlantic Market (Baltimore, MD, Washington, DC, Richmond, VA)
Assignment Duration: 8+ months
Work Arrangement: Onsite/Travel required
Position Summary:
The role of the Benefit Educator is essential to our business's success. As the representative of The Organization, your primary responsibility is to conduct exceptional Open enrollment and customer events that set The Organization apart from competitors.
In this customer-facing position, you will educate customers about The Organization’s products, services, and programs through various methods, including formal presentations, benefit fairs, and health fairs. Your goal is to create a highly satisfying and positive customer experience, demonstrating knowledge, competence, and professionalism. This is an “as?needed,” variable?hour role; hours are not guaranteed and will fluctuate based on event demand (including occasional last-minute requests).
Background & Context:
Role involves customer-facing benefits education and event representation across multiple U.S. markets.
Key Responsibilities:
• Lead and deliver virtual, onsite, or prerecorded presentations in group settings as assigned to existing and prospective customers
• Represent The Organization at customer events, ensuring a professional and positive image while effectively communicating products, programs, and solutions
• Maintain current knowledge in all products, programs, solutions, and initiatives
• Follow established guidelines and procedures of customer events as assigned
• Refer customer service inquiries, administrative functions, implementation, billing questions, and other customer, client and producer matters to appropriate internal partners
• Coordinate, track, and update event meetings, including attendance, and top insights via data entry system (Salesforce.com) by assigned deadlines
Qualification & Experience:
• High School Diploma or GED required
• Current and active Health & Life License
• Must be available during peak season (August-December)
• Experience explaining and presenting employer-sponsored benefits and health insurance
• Excellent communication and presentation skills
• Proficiency in Microsoft Programs (PowerPoint, Word), CRM system (Salesforce.com), and virtual learning platforms (WebEx, MS Teams, & Allego)
• Ability to travel to local/remote trainings/meetings as assigned—75-100%
• This role must be located within the assigned territory/market to drive or fly to client locations, local offices in and outside of the regional territory
• Ability to utilize and maintain a personal, company-approved device (smartphone, tablet, etc. with compatible operating system), keep required software and system access up to date, and adapt to evolving technology tools and systems
Working Conditions & Physical Demands:
• Extensive travel required within assigned territory
• Variable-hour schedule; may include last-minute event assignments
Additional Information:
• This is an as-needed role; flexibility is essential
- For information on benefits, equal opportunity employment, and location-specific applicant notices, click here
At SPECTRAFORCE, we are committed to maintaining a workplace that ensures fair compensation and wage transparency in adherence with all applicable state and local laws. This position’s starting pay is: $ 30.58/hr.