Benefits Education Specialist

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

What We Offer

• Competitive salary

• Career growth and professional development opportunities

• Health Insurance

• Dental & Vision Insurance

• 401(k) with matching employer contributions

• HSA & FSA

• Competitive PTO and company holidays

• Wellness Program

As a national company, Leavitt Group is one of the largest privately held insurance brokerages in the nation, with over 275 locations across 29 states. We provide commercial and personal insurance solutions that help individuals and businesses manage risk and protect their future. Our agencies have access to top insurance markets and maintain strong carrier partnerships, allowing us to deliver exceptional value to our clients.

We are always looking for talented individuals who want to build a meaningful career and grow with us.

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