Licensed Benefits Enrollment Specialist – Contract

This is a fully remote position, open to applicants in United States.

📋 Description

• Conduct personalized benefit consultations via phone or virtual meetings.

• Clarify options for medical, dental, vision, life, disability, and voluntary benefits.

• Evaluate plan costs, coverage details, limitations, eligibility criteria, provider networks, and prescription plans.

• Assist employees in comparing choices based on their individual and family requirements.

• Address inquiries and provide subsequent steps.

• Complete enrollment forms and gather necessary employee information.

• Confirm eligibility, employer contributions, payroll deductions, and effective dates.

• Process direct-pay enrollments and related payment information if applicable.

• Ensure that enrollments comply with carrier, company, and regulatory standards.

• Follow up on any missing information and resolve or escalate outstanding questions.

• Review client benefit offerings, eligibility criteria, contribution amounts, and enrollment protocols prior to consultations.

• Stay updated on benefit products, carrier developments, company procedures, licensing requirements, and ongoing education.

• Maintain accurate and comprehensive notes in Meridio’s systems.

• Collaborate with Client Success, Coverage, Operations, and carriers to address enrollment challenges.

• Share frequently asked questions and procedural issues to enhance operational efficiency.

⛳️ Requirements

• Active resident-state Health and Life Insurance License in good standing.

• Willingness and capability to obtain additional non-resident licenses as required.

• Experience in employee benefits, health insurance, benefits enrollment, or a related customer-facing position.

• Familiarity with medical, dental, vision, life, disability, and voluntary benefit products.

• Excellent verbal and written communication skills.

• Strong organizational abilities, attention to detail, and thoroughness.

• Proficiency in using virtual meeting tools, carrier portals, benefit administration platforms, and customer tracking systems.

• Ability to manage personal and benefit information with confidentiality.

• Personal computer and a reliable, high-speed internet connection.

• Capability to enter into a U.S.-based independent contractor agreement and provide a completed Form W-9 if selected.

• Availability during U.S. weekday business hours.

• Bilingual communication skills are an asset.

🏝️ Benefits

• Potential for conversion to a full-time position based on business needs, performance, and mutual suitability (conversion is not guaranteed).

• Remote work with flexibility.

• Meaningful opportunity to assist employees in understanding their benefits.

• Supportive team environment.

• Opportunities to enhance client and employee support processes as Meridio expands.