Licensed Benefit Advisor

TEKsystemsGreenville, SC
$43,680 - $43,680Remote

About The Position

The Licensed Virtual Benefits Advisor helps retirees and Medicare-eligible individuals understand and enroll in health, prescription drug, vision, and dental plans. This role focuses on educating customers, conducting needs-based consultations, and delivering an exceptional customer experience while meeting compliance and performance standards.

Requirements

  • Active Health Insurance License required.
  • Previous sales and/or customer service experience.
  • Strong communication, computer, and multitasking skills.
  • Comfortable working in a fast-paced, metrics-driven environment.
  • Active health license with all CE requirements completed.
  • No active carrier appointments.
  • Flexibility with schedule and willingness to work as a captive agent.

Nice To Haves

  • Medicare or health insurance sales experience preferred.

Responsibilities

  • Conduct Medicare and health plan consultations and enroll members in appropriate coverage.
  • Manage pre-scheduled appointments and follow-up activities.
  • Handle inbound customer service and enrollment calls.
  • Respond to voicemails, chats, and customer inquiries promptly.
  • Maintain compliance with licensing, AHIP, and carrier certification requirements.
  • Meet or exceed performance and quality goals.

Benefits

  • Medical, dental & vision
  • Critical Illness, Accident, and Hospital
  • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
  • Life Insurance (Voluntary Life & AD&D for the employee and dependents)
  • Short and long-term disability
  • Health Spending Account (HSA)
  • Transportation benefits
  • Employee Assistance Program
  • Time Off/Leave (PTO, Vacation or Sick Leave)
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