Licensed Benefits Representative

Job Description

Job Description

The Licensed Benefits Representative serves as the first point of contact for employees and plan participants, providing education and support during the enrollment process for core and voluntary benefit plans. This role requires a Life & Health Insurance license, strong customer service skills, and the ability to guide callers through a wide range of benefit options with professionalism and accuracy.

Key Responsibilities

Answer inbound and make outbound calls to support benefits enrollment, education, and issue resolution

Guide employees through available benefits (medical, vision, life, long-term care, etc.) and assist with informed decision-making

Process enrollments across multiple projects while maintaining accuracy and compliance with company / client policies and HIPAA regulations

Document interactions in company systems and Microsoft Office tools to maintain accurate records

Meet call center performance metrics including call quality, closing ratio (50% team goal), and minimal abandoned calls

Participate in ongoing training and quality reviews to ensure compliance and maintain strong product knowledge

Collaborate with virtual team members and escalate issues to management when appropriate

Qualifications

Active Life & Health Insurance license in at least one U.S. state (company will cover additional non-resident state licenses as required)

Prior experience in benefits enrollment , insurance sales, or high-volume call center environment

Strong computer proficiency (Microsoft Outlook, Word, Excel, and CRM platforms)

Excellent communication, problem-solving, and interpersonal skills

High level of professionalism, organization, and attention to detail

Reliable attendance and ability to adapt to changing situations

Preferred Skills

Bilingual (Spanish / English)

Experience presenting life insurance or long-term care products

Medicare sales experience

Additional state licenses

Schedule & Training

Full-time, 40 hours / week; shifts assigned within 9 : 00am - 8 : 00pm EST (latest start time 11 : 30am EST)

2-week training period (remote)

Calls average 22 minutes, with some lasting up to an hour

Why Join Us?

Competitive hourly pay (up to $22 / hr depending on experience)

Premiums for closed voluntary product sales

Opportunity to work across diverse benefits projects and build insurance expertise

Supportive team environment with ongoing coaching and professional development

• Equipment provided for Remote work.

For California Applicants :

We will consider for employment all qualified Applicants, including those with criminal histories, in a manner consistent with the requirements of applicable federal, state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance (FCIHO), Los Angeles Fair Chance Ordinance for Employers (ULAC), The San Francisco Fair Chance Ordinance (FCO) , and the California Fair Chance Act (CFCA).

This position is subject to a background check based on its job duties, which may include patient care, working with vulnerable populations, access to financial and confidential information, driving, working with heavy machinery, or working in a warehouse or laboratory environment. Due to these job duties, this position has a significant impact on the business operations and reputation, as well as the safety and well-being of individuals who may be cared for as part of the job position or who may interact with staff or clients.

Company Description

Here at Medix, we are dedicated to providing workforce solutions to clients throughout multiple industries. We have been named among the Best and Brightest Companies to Work For in the Nation for two consecutive years. Medix has also been ranked as one of the fastest growing companies by Inc. Magazine.

Our commitment to our core purpose of positively impacting 20,000 lives affects not only the way we interact with our clients and talent, but also with our co-workers! The goal is lofty, but it is made attainable through the hard work and dedication of our teams and their willingness to lock arms together. Are you ready to lock arms with us?

Company Description

Here at Medix, we are dedicated to providing workforce solutions to clients throughout multiple industries. We have been named among the Best and Brightest Companies to Work For in the Nation for two consecutive years. Medix has also been ranked as one of the fastest growing companies by Inc. Magazine.\r\n\r\nOur commitment to our core purpose of positively impacting 20,000 lives affects not only the way we interact with our clients and talent, but also with our co-workers! The goal is lofty, but it is made attainable through the hard work and dedication of our teams and their willingness to lock arms together. Are you ready to lock arms with us?