Benefit Educator/ Life & Health Insurance Agent
Position Title: Benefit Educator Work Location: Southern California Market (Los Angeles, San Diego, Irvine, CA) 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 Applicant Notices & Disclaimers 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 pay is: $30.58/hr. 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
