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
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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