Benefits Education Specialist
Role Overview
The Benefits Education Specialist conducts one-on-one sessions via phone or in person to educate employees on core and voluntary benefits, ensuring compliant enrollment and supporting informed decision-making. This mid-level role involves handling inbound/outbound calls, documenting elections, and assisting with open enrollment, requiring adaptability in a fast-paced environment. The specialist impacts client employees by providing clear guidance on financial and healthcare options, contributing to team goals and organizational service standards.
Perks & Benefits
This remote position offers a competitive package including health insurance, 401(k) with company matching, paid time off, and a wellness program. It provides opportunities for professional growth in a collaborative, supportive environment, with occasional travel or extended hours during open enrollment. The role likely operates in Eastern Time Zone due to the client location in Florida, emphasizing work-life balance and community impact.
Full Job Description
As an affiliate of the Leavitt Group, FBMC is seeking to add new talent to its team at their client location, in Port St. Lucie, 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
Experience in insurance, employee benefits, or a client-facing role
Active Life/Health Insurance Producer license (or ability to obtain)
Industry designations such as CEBS, REBC, RHU, or ChHC
Knowledge of medical, dental, vision, life, and disability benefits
Familiarity with CRM systems and Microsoft Office
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?
Opportunities for professional growth and development
Collaborative, supportive work environment
Commitment to innovation, quality, and community impact
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