Benefit Advisor

Job Description

As a Benefit Advisor, you will have the rewarding opportunity to speak with Medicare-eligible participants nationwide. This role is a consultative sales role that will require you to assist them in offering, selecting and enrolling participants into various insurance plans that meet their needs. You will spend your entire day on phone (inbound or outbound) conversations with participants exercising patience, establishing rapport, building confidence, showcasing your knowledge and ultimately providing a significant level of peace of mind to participants.  

To qualify for this role, you must have an active Resident State Life and Health Insurance license. Those who qualify will start at $21.00/hr. and will have significant incentive earning potential during the Medicare Annual Enrollment Period (Oct-Dec). During the Annual Enrollment Period most Benefit Advisors make between $500-$1,000 in monthly bonuses & incentives with our top BAs making $2,000+. 

This is a full-time temporary role. Our top performers will be eligible for full-time year-round employment based on business needs, which offers a robust WTW compensation and benefits package. 

Note: Employment-based non-immigrant visa sponsorship and/or assistance is not offered for this specific job opportunity. Although this role is open for remote work, you must be a current resident of Alabama, Arizona, Arkansas, Delaware, Florida, Georgia, Idaho, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maryland, Michigan, Missouri, Mississippi, Nebraska, New Mexico, Nevada, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Vermont, West Virginia, Wisconsin, or Wyoming to be considered for this role. 

Key Responsibilities: 

• Successfully complete all required certifications to represent state-specific and national insurance carriers.   

• Support early outreach efforts to new members by making outbound and outreach calls with members to introduce WTW, collect and verify members information, and set an appointment for AEP.  

• Spend approximately 80% of your scheduled shift during AEP (Oct-Dec) engaged in phone conversations with participants, while consistently meeting or exceeding established efficiency, quality, and sales performance standards. 

• Use a consultative sales approach to listen to and assess each Medicare eligible participant’s need. 

• Conduct eligibility and needs analysis to determine suitable plan options  

• Clearly explain the costs and benefits of multiple insurance plans using an empathetic and professional communication style. Make plan recommendations based on participants’ individual needs and assist the participant in the decision-making process.  

• Maintain professionalism and patience with each caller. You will receive scheduled appointment calls along with first time callers. 

• Collaborate with team members and contribute to a positive, diverse call‑center environment. 

Adhere to all legal regulations 

The Requirements 

You are excited to learn new things, have strong computer skills, and are self-motivated to always improve. You have patience and the ability to listen and recognize the needs of participants, even when they are unable to clearly articulate what is important to them. You are able to change your communication style based on the region of the call, the client, and the medical needs of the caller. You overcome objections with knowledge, patience, and understanding, and enjoy meeting new people by phone! 

Training Requirements  

You will attend a virtual two-week training class and then perform a week of nesting with your new team. 

Skill Requirements 

• Active Resident State Life and Health Insurance license is required 

• Ability to understand and comply with all agent appointment and carrier certification requirements necessary to represent state-specific and national insurance carriers  

• Experience using Microsoft Office is preferred, with ability to multi-task between multiple screens and windows all while answering questions on the phone 

• Ability to learn new proprietary computer systems  

• Experience in a needs-based sales role, preferred  

• Ability to work autonomously in a self-paced, self-motivated team environment  

• Ability to communicate professionally and courteously  

• Ability to read, analyze, and interpret insurance documents, detailed correspondence, procedure manuals, insurance applications, and polices. 

• Life/Health Insurance certification a plus  

• High School Diploma or GED required 

• During the Enrollment Season (Oct-Dec), mandatory overtime may be required 

• Other duties as assigned 

WTW operates in a highly regulated environment; you will be required to complete an extensive background check in order to be licensed as a Benefit Advisor. 

Work from home requirements: Equipment provided! 

• All applicants must have a dedicated, confidential, distraction‑free workspace. 

• The applicant will secure and be responsible for paying their own internet expenses to include the following requirements: 

• Minimum download speed: 100 Mbps 

• Minimum upload speed: 10 Mbps 

• A Wired Ethernet connection that meets upload and download speed requirements as noted above. 

• A personal smart phone or other device capable of downloading authentication apps for secure VPN access. 

• The ability to work assigned shift times, including scheduled breaks and lunches. 

• Additional technology requirements will be provided during the interview process. 

Onboarding Expectations: 

Your start date is tentative and depends on (1) successfully completing the background check and preboarding steps and (2) the availability of a spot in one of our scheduled training classes. Since classes are limited and assigned on a first-come, first-served basis, please finish all pre-employment requirements promptly to secure a spot as soon as possible. Your start date and Day 1 details will be confirmed once everything is finalized.  Please be advised, however, that if you do not complete your onboarding prior to the start of the last training class, or if there are no more training class spots available, you will not be able to start this season. 

Our Environment: 

 
WTW maintains a diverse working environment of dedicated associates, in an open call center layout. We utilize the latest in technology, and top of the line computer and telephony systems. We reward our associates with competitive hourly rates, monthly bonuses, team competitions, and raffles. We have a variety of shifts available. Each year we invite top performing seasonal associates to join our team on a year round basis, or invite them back for the following season.  

Personal information provided in connection with this opportunity is subject to WTW’s Applicant Privacy Notice. 

Qualifications