Benefits Education Specialist

Position Summary

The Benefit Education Specialist (BES) plays a vital role in delivering exceptional service to client employees by conducting individualized benefits education and review sessions via phone and/or in person. In this role, you will help employees understand their core and voluntary benefit options, support informed decision-making, and ensure accurate and compliant enrollment processing. This position is ideal for someone who enjoys educating others, thrives in a fast-paced environment, and is passionate about helping people navigate important financial and healthcare decisions.

What You’ll Do

• Congduct 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

What We’re Looking For

We’re seeking a professional who combines strong technical knowledge with outstanding interpersonal and communication skills. The ideal candidate demonstrates:

• 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

Minimum 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
• 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 compensation package that includes a health plan, a 401(k) with company matching, paid time off (including sick days and vacation), and a Wellness Program

Why Join FBMC?

• Opportunities for professional growth and development
• Collaborative, supportive work environment
• Commitment to innovation, quality, and community impact