Benefit Educator

Job Title: Benefit Educator
Location: Charlotte, NC
Duration: 8 Months+ (Possible Extension)

Schedule: As-needed basis | Anticipated minimum 15 hours/week during peak season

Job Summary:
The Benefit Educator is responsible for conducting open enrollment meetings and customer events to educate customers about products, services, and programs. This is a customer-facing role that requires delivering presentations and creating a positive customer experience through professional communication and product knowledge. Hours are variable and based on event demand.

Responsibilities:

· Conduct virtual, onsite, or prerecorded group presentations for existing and prospective customers

· Represent the organization at open enrollment meetings, benefit fairs, and health fairs

· Educate customers on products, services, and programs

· Maintain knowledge of products, programs, and initiatives

· Follow established guidelines and procedures for assigned events

· Refer customer service, billing, and administrative inquiries to internal teams

· Track and update event details, attendance, and insights in Salesforce by assigned deadlines

Requirements:

·         High School Diploma or GED

·         Current and activeHealth & Life License

·         Experience presenting employer-sponsored benefits and health insurance

·         Strong communication and presentation skills

·         Proficiency in Microsoft PowerPoint, Word, Salesforce, WebEx, MS Teams, and Allego

·         Must be available during peak season (August–December)

·         Ability to travel 75–100% for client events, meetings, and trainings

·         Must have reliable transportation

·         Ability to maintain and use a personal company-approved device (smartphone or tablet)