Employee Benefits Advisor

Job Description

Job Description

Job Title: Employee Benefits Advisor / Enrollment Specialist (Remote)

Pay Rate: $27.00 - $32.00 per hour

Employment Type: Full-Time / Contract-to-Hire

Location: Remote (All US states eligible except AK, CA, HI, NY)

We are seeking a highly engaging, customer-focused, and licensed Employee Benefits Advisor to join a fast-growing health tech platform. In this role, you will act as a trusted consultant, guiding employees through one of their most important annual decisions: selecting individual health insurance plans supported by employer contributions (ICHRAs).

This is a 100% non-sales, non-commission consultative role . You will focus entirely on education, plan navigation, and delivering a high-touch, empathetic onboarding experience.

• Inbound & Escalation Support: During your first month, manage inbound phone support, resolve platform access issues, and handle tier-two escalation tickets originating from the AI chat system.

• 1-on-1 Virtual Consultations: Conduct interactive, on-camera virtual enrollment meetings via MS Teams to educate employees on plan choices, network structures, out-of-pocket costs, and defined employer contributions/ICHRAs.

• Plan & Coverage Guidance: Analyze Summary of Benefits coverage to help employees-including those with complex medical needs or qualifying life events (QLEs)-select off-exchange individual plans that best fit their personal needs.

• Complex Case Navigation: Assist employees with provider lookups, care navigation, and three-way carrier calls when necessary.

• System Documentation: Maintain precise case notes and record interaction details across HubSpot, client platform software, and carrier portals. Upload meeting recordings to SharePoint accurately and promptly.

• Cross-Functional Collaboration: Partner with internal teams to flag platform UX improvements and contribute content to knowledge-base materials.

• Active Health & Life Insurance License in any US state (must maintain active licensure).

• Benefits Expertise: Proven experience with employer-sponsored health benefits, defined contributions, and/or Individual Coverage Health Reimbursement Arrangements (ICHRAs).

• Technical Plan Fluency: Demonstrated ability to read, interpret, and explain complex Summary of Benefits and Coverage (SBC) documents in clear, accessible language.

• Professional On-Camera Presence: High social awareness, polished verbal skills, and comfort maintaining a professional home-office setup while on camera with clients all day.

• Workplace Culture Fit: Strong attention to detail, high coachability, and a collaborative, hard-working mindset.

• Direct hands-on experience navigating ICHRA plan designs.

• Prior experience utilizing HubSpot CRM and Microsoft Teams.

• Standard Schedule: Monday - Friday, 8:00 AM - 5:00 PM (Local Time) during initial training and pre-open enrollment.

• National Open Enrollment Schedule: Shift coverage spans 7:00 AM Eastern to 7:00 PM Pacific.

  • 10-hour daily shifts are required during peak enrollment.

  • Rotating weekend coverage (Saturday/Sunday) and optional overtime available.

  • Mandatory PTO blackout period applies during peak enrollment season.

• Growth Potential: High opportunity for upward mobility as the organization doubles year-over-year.

• Consultative Impact: Zero sales pressure or quotas-your sole focus is helping employees navigate their benefits.

• Supportive Culture: Work within a fast-paced, highly collaborative environment that values humor, accountability, and continuous development.

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.