Zone Enrollment Consultant

About the Role

The Zone Enrollment Consultant supports the Combined US Sales team and internal and external partners with enrollment solutions. This includes supporting third-party case build audits and serving as a subject matter expert on positioning telephonic and co-browse capabilities. The role ensures accurate case setup, receipt of accurate data, smooth user experience, timely enrollment issue resolution, and coordination across stakeholders for successful client onboarding or management. The consultant helps maintain operational efficiency, supports compliance requirements, and contributes to continuous improvement of enrollment workflows.

Responsibilities

• Ensure third-party (non-Selerix) enrollment system is configured correctly
• Package build specs and consult client’s technical resources on how best to build plans and establish required data feeds
• Audit each case in partnership with client’s technical resources to ensure products are built correctly and employee experience is optimal
• Ensure data feeds are established correctly, and data mapping is congruent with internal standards
• Monitor enrollment activity, data integrity, and system performance
• Troubleshoot and escalate platform issues, defects, and user access problems to the appropriate parties
• Partner with IT, operations, underwriting, claims, compliance, and vendor teams to resolve enrollment-specific issues
• Support onboarding and training for internal users, brokers, and other stakeholders of key enrollment solutions (e.g., Employee Navigator)
• Review case-level enrollment data for accuracy, completeness, and timeliness
• Document case-level enrollment processes, workflows, and issue resolution steps
• Track service requests, incidents, and platform-related metrics
• Support compliance with company policies, regulatory requirements, and audit needs
• Identify opportunities to improve enrollment efficiency and user experience
• Consult and support virtual enrollment opportunities, including co-browse and telephonic enrollment for new and reservice opportunities
• Support and consult on Pre-Enrollment Communication Strategy in partnership with the PCA team
• Ensure leveraging of existing pre-enrollment communication tools to drive enrollment participation
• Partner with functional home office departments to ensure adherence to implementation and enrollment timelines
• Triage third-party enrollment opportunities to the appropriate home office resources (Combined U.S. ESC/EDI)

Requirements

• Bachelor’s degree or equivalent work experience
• 5+ years of experience in insurance operations, enrollment administration, benefits administration, or a related role
• Experience working with enrollment platforms, CRM systems, or policy administration systems
• Strong attention to detail and data accuracy
• Excellent communication and coordination skills
• Ability to manage multiple priorities and deadlines
• Proficiency with Microsoft Office or similar productivity tools

Preferred Qualifications

• Experience in health, life, or commercial insurance enrollment processes
• Familiarity with workflow tools, ticketing systems, or reporting dashboards
• Knowledge of compliance, privacy, and regulatory requirements
• Experience supporting system testing or user acceptance testing
• Basic understanding of SQL, data validation, or reporting tools

Skills

• Customer service orientation
• Problem-solving and analytical thinking
• Cross-functional collaboration
• Process improvement mindset
• Organization and follow-through
• Adaptability in a fast-paced environment

Benefits

• Health insurance
• Dental insurance
• Tuition reimbursement
• Company-match 401(k) plan
• Disability insurance
• Life insurance
• Employee referral bonuses

About Chubb Benefits

Combined Insurance Company of America (Chubb Benefits) is a leading provider of supplemental accident, health, disability, and life insurance products in the U.S. and Canada. Headquartered in Chicago with a tradition of more than 100 years of success, Chubb Benefits is committed to making the world of supplemental insurance easy to understand. The company has an A+ rating by the Better Business Bureau and an A+ (Superior) financial strength rating by AM Best.

About Chubb

Chubb is a world leader in insurance. With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance to a diverse group of clients. The company is distinguished by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise, and local operations globally.