Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Insurance Consultant-Benefits Review Specialist

Full-time

Zuzick Organization of Globe Life

We’re looking for a motivated, people-focused professional to help individuals and families understand their benefits, identify gaps in coverage, and explore life and supplemental insurance options. This remote role combines client education, personalized consultations, and ongoing service

Contact prospective clients and schedule virtual benefits reviews.

Meet with clients to review existing coverage and understand their family’s needs, priorities, and budget.

Explain available benefits, policy features, costs, and coverage limitations clearly.

Recommend appropriate coverage options based on each client’s needs.

Assist with insurance applications, electronic signatures, and required documentation.

Strong communication and listening skills, a professional attitude, attention to detail, and the ability to work independently. Candidates should be comfortable using Zoom and online systems, open to coaching, and able to obtain and maintain the required insurance license. Previous sales or customer service experience is helpful.

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Insurance Consultant-Benefits Review Specialist in San Luis Obispo, CA vacancy
  •  ...Contact prospective clients and schedule virtual benefits reviews. Meet with clients to review existing coverage and understand their family...  ...options based on each client’s needs. Assist with insurance applications, electronic signatures, and required documentation... 
    Suggested
    Full time

    Zuzick Organization of Globe Life

    San Luis Obispo, CA
    2 days ago
  •  ...About the Role: We are seeking motivated individuals to join our growing remote team as an Employee Benefits Specialist. This is an entry-level opportunity designed for candidates who are eager to learn the fundamentals of protecting employees, work directly with members... 
    Suggested
    Remote job
    Full time

    Zuzick Organization of Globe Life

    San Luis Obispo, CA
    2 days ago
  • -No prior industry experience required -Meet with clients on Zoom to help them enroll in benefit programs -Explain options in a clear, simple, and relatable way -Help clients complete online enrollment forms accurately -Schedule and manage virtual appointments -... 
    Suggested
    Full time

    Zuzick Organization of Globe Life

    San Luis Obispo, CA
    3 days ago
  • $25 - $33.62 per hour

     ...Obispo offers much to be had. Job Summary Ensures all services are financially secure. Provides accurate and timely insurance verification, benefit review and determination of patient financial liability. Collects patient financial liability. Educates patients on... 
    Suggested
    Full time
    Work at office
    Shift work
    Day shift

    Adventist Health

    San Luis Obispo, CA
    2 days ago
  •  ...Meet virtually with pre-qualified clients who have requested information. Educate families on financial protection and supplemental benefits. Build relationships while providing personalized recommendations. Develop leadership skills through coaching, mentoring,... 
    Suggested
    Full time
    Remote work

    Zuzick Organization of Globe Life

    San Luis Obispo, CA
    1 day ago
  • $85k - $100k

     ...families protect their financial future through supplemental benefits. Veterans, transitioning service members, military spouses,...  ...and managing more than $227 billion in coverage. Industry: Insurance Skills: First-year earnings vary based on performance; top... 
    Remote job
    Weekly pay
    Full time
    Immediate start

    Zuzick Organization of Globe Life

    San Luis Obispo, CA
    1 day ago
  •  ...Key Responsibilities Assist clients and employees with benefits enrollment and account setup Explain available benefit options in a...  ...Brings a positive attitude and strong work ethic No prior experience in insurance or enrollment is required—we provide full training.... 
    Remote job
    Full time

    McQuade Organization

    San Luis Obispo, CA
    1 day ago
  • $85k - $140k

     ...or credit analysts, including the timely review of credit reports prepared by other...  ...nd Floor San Luis Obispo CA 93401 Our Benefits ~ eligible associates comprehensive...  ...~ employee assistance program ~ life insurance ~ disability insurance ~ tuition assistance... 
    Work experience placement
    Local area

    Columbia Bank (WA, OR & ID)

    San Luis Obispo, CA
    4 days ago
  •  ...Meet with clients through Zoom to discuss benefits options and enrollment needs. Use Zoom confidently to schedule, host, and manage virtual appointments. Explain benefit plans clearly and answer client questions in a professional manner. Assist clients with completing... 
    Full time
    Remote work
    Work from home

    Zuzick Organization of Globe Life

    San Luis Obispo, CA
    4 days ago
  • $69k

     ...Job Description Job Description Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers...  ...Unionized position with stock options Comprehensive benefits package including medical, dental, and prescription coverage... 
    Remote job
    Work from home
    Flexible hours

    HMG Careers

    San Luis Obispo, CA
    2 days ago
  •  ...records. Role Responsibilities Partner with the HR Recruitment Specialist to coordinate recruitment initiatives and help ensure a positive...  ...recruitment records, and assisting with application review processes. Act as a professional point of contact for applicants... 

    Community Action Partnership of San Luis Obispo

    San Luis Obispo, CA
    2 days ago
  •  ...In this role, you’ll support clients in understanding their benefit options and ensure they receive an exceptional experience from start...  ...help them make informed decisions -Host virtual meetings to review benefits, plan updates, and enhancements -Build strong client relationships... 
    Remote job
    Full time

    McQuade Organization

    San Luis Obispo, CA
    13 hours ago
  • Columbia Bank in San Luis Obispo, CA, is seeking an experienced Commercial Underwriter to assess Middle Market credit requests, including working capital lines, asset-based lending, CRE loans, and equipment financing. You will prepare concise credit analyses and recommendations...

    Columbia Bank (WA, OR & ID)

    San Luis Obispo, CA
    5 days ago
  • $25 - $28 per hour

     ...caregiver applications and recruiting pipelines. Review candidate qualifications and prescreen...  ...events, or conducting outreach activities. Benefits Competitive pay: $25-$28 per hour Medical, dental, vision, and life insurance for eligible full-time employees Paid sick leave... 
    Hourly pay
    Full time
    Local area

    Home Instead

    San Luis Obispo, CA
    2 days ago
  •  ...HOSPITALITY JOBS IN THE NAVY PERSONNEL SPECIALIST We want to see every Sailor grow into...  ...guaranteed to be in demand. PAY AND BENEFITS From the day you start, you’ll...  ...a bonus upon enlistment Free health insurance Free housing A retirement plan... 
    Full time
    Part time

    U.S. Navy

    San Luis Obispo, CA
    2 days ago
  •  ...recruitment, onboarding, training, payroll, benefits, leave administration, employee...  ...training programs Coordinate performance review scheduling and appraisal tracking Payroll...  ...with employees, medical providers, and insurance carriers as needed. Respond to... 
    Full time
    Work at office
    Local area
    Monday to Friday

    Blue Mango Management

    San Luis Obispo, CA
    20 days ago
  • $90k - $110k

     ...internal and external sourcing). Partners, reviews, and provides guidance to Regional...  ...issues and EEOC charge responses. Acts as a consultant to managers for employee relations...  ...onboarding for new Management (Welcome, Benefits, Orientation, Training Calendar). Ensures... 
    Contract work
    Shift work

    Flynn Planet Fitness

    San Luis Obispo, CA
    3 days ago
  • At HSBC, we won’t hold you back. We’ll give you a career with real impact from day one. Thanks to our role as a global banking network spanning 60 countries with over 200,000 colleagues and over 40 million clients, you’ll work alongside some of the world's most high-profile...
    Remote job
    Casual work
    Internship

    HSBC

    San Luis Obispo, CA
    3 days ago
  • Here at Globe Life/Zuzick Organization – our mission for 2025 is to grow our leadership team so we can continue to support the growth of the company while developing all of our leadership team to help them achieve the next level in their career. This is an entry level ...
    Remote job
    Full time
    Work from home

    Zuzick & Associates

    San Luis Obispo, CA
    13 hours ago
  •  ...Meet with clients virtually to understand their needs Advise clients on union-backed benefits and available options Guide clients through solutions that best fit their situation Build trust and maintain strong client relationships Stay organized with follow-... 
    Remote job
    Full time

    Zuzick Organization of Globe Life

    San Luis Obispo, CA
    4 days ago
  • ◾Educate union and credit union members on the value of life insurance and basic financial literacy ◾Conduct virtual client meetings using warm, pre-qualified leads (no cold calling) ◾Provide tailored coverage recommendations that meet each family's needs ◾Build and... 
    Full time

    Globe Life: Moore Organizations

    San Luis Obispo, CA
    1 day ago
  • $25.86 - $28.55 per hour

    Emergency Hire - Marketing & Fan Experience Coordinator - Athletics Responsibilities Responsible for the marketing, promotions and fan experience for select sports, including writing game scripts to ensure proper execution of timing for public address announcer, band, ...
    Hourly pay
    Work at office
    Work visa

    California Polytechnic State University

    San Luis Obispo, CA
    2 days ago
  • $124.5k - $152.8k

    Senior Technical RecruiterWORK LOCATION: San Luis Obispo, CAFLSA STATUS: ExemptSALARY RANGE: The anticipated salary range for this role is $ 124,500 – 152,800 annually. This range reflects a good faith estimate based on the targeted level for the role and typical compensation...
    Temporary work
    For contractors
    Work at office

    Redwire

    San Luis Obispo, CA
    2 days ago
  •  ...recruitment, onboarding, training, payroll, benefits, leave administration, employee...  ...training programs Coordinate performance review scheduling and appraisal tracking Payroll...  ...with employees, medical providers, and insurance carriers as needed. Respond to... 
    Full time
    Work at office
    Monday to Friday

    Blue Mango Management

    San Luis Obispo, CA
    26 days ago
  • $130k - $165k

     ...technical expertise with a collaborative, consultative approach to build scalable data...  ...practices such as recruitment, payroll, benefits, employee relations, information systems...  ...program, including health, dental and vision insurance, retirement participation in the Public... 
    Hourly pay
    Work experience placement
    Work at office
    Work visa

    California Polytechnic State University-San Luis Obispo

    San Luis Obispo, CA
    2 days ago
  •  ...Description Description: Job Summary: The HR Specialist plays a key support role within the...  ...general employee inquiries related to benefits, leave, schedules, and HR processes...  ...administrators in employee’s annual performance reviews, disciplinary or performance improvement... 
    Work at office
    Afternoon shift

    Rose Care Group Inc

    San Luis Obispo, CA
    22 days ago
  • $130k - $165k

     ...The ideal candidate will have at least six years of relevant experience, strong analytical skills, and proficiency in SQL and data visualization. A competitive salary range of $130,000 - $165,000 is offered, along with a comprehensive benefits program. #J-18808-Ljbffr... 

    California Polytechnic State University-San Luis Obispo

    San Luis Obispo, CA
    2 days ago
  •  ...performance management, compensation and benefits, training and development, wellness, and...  ...the 30/60/90-day new hire performance review process, including notifying managers of...  ...claims documentation, communication with insurance administrators and brokers, and coordination... 
    Permanent employment
    Flexible hours

    Rantec Power Systems, Inc

    Los Osos, CA
    3 days ago
  •  ...independently manages a portfolio of both large and small group Employee Benefit clients. This role serves as a trusted partner to our clients...  ...service delivery.High school degree. Current CA Life & Health Insurance license. 5+ years' relevant employee benefits account... 
    Work at office

    Morris & Garritano

    San Luis Obispo, CA
    5 days ago
  • Job Description Job Description We are looking for a detail-oriented Human Resources (HR) Assistant to support recruiting and day-to-day HR administration in California. This is a Contract to Permanent position suited for someone who can manage multiple tasks, maintain...
    Permanent employment
    Contract work
    Work at office

    Robert Half

    San Luis Obispo, CA
    12 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Insurance Consultant-Benefits Review Specialist. Be the first to apply!