Job Description

Position: Spanish Life & Health Insurance Rep

Duration: 8 Months Contract + High Potential to Extend

Location: 100 W. Trade St, Charlotte, NC 28202

Job Description:

Role Summary:

No guaranteed hours - this position is on an as-needed basis.

This position requires driving responsibilities.

Candidates must have their own form of reliable transportation.

• The role of the Benefit Educator is essential to our business's success.
• As the representative of ******, your primary responsibility is to conduct exceptional Open enrollment and customer events that set ****** apart from our competitors.
• In this customer-facing position, you will educate customers about ****** products, services, and programs through various methods, including formal presentations, benefit fairs, and health fairs.
• Your goal is to create a highly satisfying and positive customer experience, demonstrating knowledge, competence, and professionalism.
• This is an “as‑needed,” variable‑hour role; hours are not guaranteed and will fluctuate based on event demand (including occasional last-minute requests).

Key Responsibilities:

• Lead and deliver virtual, onsite, or prerecorded presentations in group settings as assigned to existing and prospective ***** customers
• Represent **** at customer events, ensuring a professional and positive image while effectively communicating ***** products, programs, and solutions
• Maintain current knowledge in all ****** products, programs, solutions, and initiatives
• Follow established guidelines and procedures of customer events as assigned
• Refer customer service inquiries, administrative functions, implementation, billing questions, and other customer, client, and producer matters to appropriate internal partners
• Coordinate, track, and update event meetings, including attendance, and top insights via data entry system (Salesforce.com) by assigned deadlines

Qualifications:

• High School Diploma or GED required.
• Current and an active Health & Life License
• Bilingual capabilities required
• Must be available during peak season (August-December)
• Have experience explaining and presenting employer-sponsored benefits and health insurance
• Excellent communication and presentation skills
• Proficiency in Microsoft Programs (PowerPoint, Word), CRM system (Salesforce.com), and virtual learning platforms (WebEx, MS Teams, & Allego)
• Ability to travel to local/remote trainings/meetings as assigned- 75-100%
• This role must be located within the assigned territory/market to be able to drive or fly to client locations, local offices in and outside of the regional territory
• Ability to utilize and maintain a personal, company approved device (smartphone, tablet, etc. with a compatible operating system), keep required software and system access up to date and adapt to evolving technology tools and systems.

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