Benefits Education Specialist
Role Overview
The Benefit Education Specialist conducts one-on-one sessions to educate employees on core and voluntary benefits, supporting informed decision-making and ensuring compliant enrollment processing. This mid-level role involves handling inbound and outbound calls, documenting elections, and assisting with open enrollment, requiring adaptability in a fast-paced, client-facing environment. The hire will directly impact employees' understanding of financial and healthcare options, contributing to accurate and efficient benefit management.
Perks & Benefits
This remote position offers a competitive package including health plans, 401(k) with company matching, paid time off, and a wellness program. As an employee-owned organization, it provides opportunities for professional growth in a collaborative, mission-driven culture, with potential for extended hours or travel during open enrollment. While remote, the role may involve client-specific onsite work in Miami, FL, and requires strong telephonic skills, with bilingual abilities being a plus.
Full Job Description
As an affiliate of the Leavitt Group, FBMC is seeking to add new talent to its team at their client location, Jackson Health Systems, in Miami FL.
For over 40 years, FBMC’s mission has been to provide all employees with affordable, high-quality protection. The company values strong client relationships, exceptional service, and giving back to the communities it serves. FBMC’s culture is founded on integrity, teamwork, and a collective dedication to ensuring a safe and prosperous future.
Position Summary
The Benefit Education Specialist (BES) plays a vital role in delivering exceptional service to client employees by conducting individualized benefits education and review sessions via phone and/or in person. In this role, you will help employees understand their core and voluntary benefit options, support informed decision-making, and ensure accurate and compliant enrollment processing.
This position is ideal for someone who enjoys educating others, thrives in a fast-paced environment, and is passionate about helping people navigate important financial and healthcare decisions.
What You’ll Do
Conduct one-on-one benefit education and review sessions using employer-provided census data
Educate and counsel employees on core and voluntary benefit options while maintaining compliance with all licensure and regulatory requirements
Handle inbound calls and conduct outbound follow-ups related to benefits education and enrollment
Accurately document and process employee enrollment elections
Identify and escalate complex issues or concerns when appropriate
Support annual open enrollment activities, including extended hours or travel when required
Maintain active insurance licensure (when applicable)
Perform additional duties as assigned to support team and organizational goals
What We’re Looking For
We’re seeking a professional who combines strong technical knowledge with outstanding interpersonal and communication skills. The ideal candidate demonstrates:
Adaptability and coachability
Strong verbal and written communication skills
Excellent customer service and consultative abilities
Emotional intelligence, integrity, and professionalism
Ability to explain complex benefits information clearly and confidently
Experience working in a fast-paced environment while handling pressure with tact
Strong problem-solving skills with attention to detail and sound judgment
Solid numerical and analytical abilities
Excellent organizational skills with the ability to prioritize, manage multiple tasks, and meet deadlines
Ability to work both independently and collaboratively with diverse teams
A positive attitude and commitment to teamwork, leadership, and organizational values
Minimum Qualifications
High School Diploma or GED (or equivalent experience)
Valid driver’s license
Strong telephonic communication skills
Preferred Qualifications
Bachelor’s degree and one (1) year of related experience, or three to five (3–5) years of experience in insurance or employee benefit management in a client-facing or sales role
Active State Life/Health/Insurance Producer’s license (required for certain assignments)
Industry designations such as CEBS, REBC, RHU, or ChHC
Working knowledge of employee benefit programs including medical, dental, vision, life, disability, and other worksite products
Familiarity with benefit technology platforms, underwriting processes, and industry vendors
Proficiency in Microsoft Office Suite, web-based platforms, and CRM systems
Ability to quickly learn new technology tools and systems
Bilingual skills are a plus
Benefits
FBMC provides a competitive compensation package that includes a health plan, a 401(k) with company matching, paid time off (including sick days and vacation), and a Wellness Program.
Why Join FBMC?
Employee-owned organization with a mission-driven culture
Opportunities for professional growth and development
Collaborative, supportive work environment
Commitment to innovation, quality, and community impact
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