Benefits Education Specialist

About the Role

FBMC, an affiliate of the Leavitt Group, is seeking a Benefit Education Specialist (BES) to join its team at Jackson Health Systems in Miami, FL. This role focuses on delivering exceptional service by conducting individualized benefits education and review sessions via phone and/or in person. You will help employees understand their core and voluntary benefit options, support informed decision-making, and ensure accurate and compliant enrollment processing.

Responsibilities

• 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

Requirements

• 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

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

Benefits

• 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