Benefit Plan Advisor
Job Overview Are you looking for a part-time opportunity to work remotely, providing excellent customer service to employers in the central Alabama area? If you have prior experience working as a benefits specialist internally within the HR function or you have worked in an insurance brokerage office, keep reading! As a Benefit Plan Advisor, you’ll help individuals and organizations understand insurance options and select plans that fit their needs. You’ll build trusted client relationships through responsive service, clear communication, and informed guidance. This role combines insurance sales support and sales administration, with opportunities to connect with clients by email and by phone with the opportunity for client facing visits. Duties Explain health, life, disability & retirement options, benefits administration, and relevant insurance regulations. Develop new business through inside sales support; negotiate plan terms with vendors and support clients through decisions. Build customer relationships, provide attentive customer service, and maintain clear, timely client communication. Review client needs and plan information using analysis skills; document activity and follow-ups in a customer relationship management utilizing Microsoft Office. Work directly with providers to illustrate and produce benefit plan comparisons for employers. Handle client information responsibly and follow applicable Health Insurance Portability and Accountability Act (HIPAA) requirements. Your impact: Clear, accurate guidance helps clients make informed coverage choices and supports their financial and health-related needs. Experience Experience in insurance sales, sales, customer service, or sales administration is valuable; health insurance knowledge and life insurance knowledge are required. Experience working in employee benefits at a company would be valuable. Familiarity with employee benefits administration, and insurance regulation is an asset. Strong communication, negotiation, analysis, and customer relationship-building skills. Microsoft Office is essential for internal and external communication, creation of plan comparisons and employee benefit presentations (open enrollment). Pay: $29.00 - $36.00 per hour Expected hours: 10.0 – 20.0 per week Benefits 401(k) Flexible schedule Work from home Application Question(s): How many hours per week are you open to working? At what level do you consider your Microsoft Excel skills to be (Basic, Intermediate, Advanced)? Education: Bachelor's (Preferred) Experience: employee benefit: 2 years (Preferred) Work Location: Hybrid remote in Hoover, AL 35226