Benefits Advisor Resume Samples

A Benefits Advisor works directly for the business and delivers voluntary, healthcare and other benefits to employees. Typical responsibilities seen on a Benefits Advisor Resume include the following – generating new business opportunities by means of company leads, referrals, networking and calls; conducting meetings with employers for customizing programs that help in meeting their benefit needs, engaging and enrolling interested employees in the program, and providing ongoing consultation services on various topics such as new benefit options, latest benefits trends, ACA updates and so on.

Some of the skills that can be helpful for carrying out the above-mentioned job description include – the ability to access the needs of the employer and the employees, strong decision-making and negotiating skills, multitasking skills, and relevant software knowledge. A Bachelor’s degree is required to enter this occupation. Studies in economics, human resources and finance will be beneficial.

Benefits Advisor Resume example

Benefits Advisor Resume

Objective : A successful leader in a broad range of financial and business operations management areas. A self -motivated and persistent individual willing to go above and beyond to provide solutions to issues that arise. In-depth knowledge of business planning, results analysis, revenue and profit forecasting, audits, financial controls, commissions, and opportunity management.

Skills : Notary Public, MS Office Suite, Data Entry.

Description :

    1. Answer participants' questions and educate them about the health insurance options.
    2. Build rapport with participants and let them know they are there to help.
    3. Research plans available to participants, match available plans to participants' needs, and recommend and explain plan benefits.
    4. Enroll participants using compliant processes telephonically Strictly adhere to government, carrier, and internal rules and regulations.
    5. Responsible for developing and maintaining a high level of knowledge of Medicare, client, and carrier offerings and regulations.
    6. Delivery processing of insurance agent contracts for certification.
    7. Provide instruction and guidance to insurance brokers for proper completion of contracting and certification applications.
    8. Assist clients with online access to their accounts by providing instruction, password assistance, and technical support.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
MBA


Benefits Advisor I Resume

Headline : Solid knowledge of the insurance industry licensed to sell Health and Life policies in six states. Strong customer service skills, able to overcome customer objections and complete the sale. Background in training, coaching and team building in sales environments.

Skills : Life and Fixed Annuities, Resident Producer License - 614633, Leadership experience, MS Office.

Description :

    1. Transition customers from employer group plan into the individual Medicare insurance market.
    2. Make outbound calls to customers, completing a needs assessment and correctly qualifying participants' requirements related to Medicare Health Insurance.
    3. Identify customer requirements using a needs-based selling approach, then recommend plans and accurately answer customer questions.
    4. Provide options that make it easy for the customer to decide on the plan while overcoming customer concerns.
    5. Handle inbound calls to enroll customers compliantly and efficiently into selected Medicare Health Insurance.
    6. Deliver a consistently positive customer experience in a highly ethical and professional manner.
    7. Actively manage a book of business to ensure all retiree needs are met on a timely basis.
    8. Aptitude for learning and understanding details of Medicare benefits and complying with all regulations.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
BA


Benefits Advisor II Resume

Headline : Experienced and results-driven individual representative seeking a position with a fast-growing company where one can utilize skills in gathering and explaining complex information to clients and be an asset to the company by building extensive clientele.

Skills : Microsoft Office, Peachtree, CETS.

Description :

    1. Provided technical advisory and guidance to plan administrators, participants and beneficiaries, and the general public on the rights and benefits of individuals.
    2. Performed in-depth analysis, federal labor, and discrimination laws, and state laws affecting employee benefit plans.
    3. Facilitated resolution between participants and plan administrators, mitigating more aggressive government intervention.
    4. Identified situations where fiduciary violation of law has occurred, in determining whether an official investigation should be opened.
    5. Analyzed fiduciary breach on problems that impacted plan participants, for compliance enforcement and investigation.
    6. Conducted outreach meetings and events to educate participants, beneficiaries and plan sponsors about their rights and obligations under employee benefits laws.
    7. Acted as liaison between other DOL, other Federal Agencies, industry personnel and/or employee groups and organizations to explain obligations and benefits.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
BA

Seasonal Benefits Advisor Resume

Headline : Health care industry professional, with over 6 years of experience and knowledge in Patient Care, Medical Administrative and Sales in an office, call center or field environment seeks a long-term career position within a company that allows growth and stability within the company structure.

Skills : MS Office, Counseling, Data Management, Interpersonal Skills.

Description :

    1. Acted as a contracted benefits advisor and tasked with fact-finding, accessing the need, and recommending an appropriate health plan.
    2. Responded to inbound customer calls professionally & efficiently while meeting quality standards.
    3. Advised clients on health plan renewals and enrollments, during the ACA Open Enrollment.
    4. Led management system and Five 9 CRM contact center software.
    5. Explained the details of health plans, deductibles, copay's, and co-insurance as a pre-sales process.
    6. Routinely completed health insurance applications on the Federally Facilitated Market Place.
    7. Trained to sell short term medical plans, as an option for those who failed to meet the deadline of the open enrollment.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
MS

Benefits Advisor-Temp Resume

Headline : A significant record of achievement in new markets with a focus on increasing brand visibility and account management. Identify the target audience and develop promotional objectives, utilizing a comprehensive understanding of advertising, marketing, and product management strategies. Develop realistic strategies that meet both short and long term client needs.

Skills : Microsoft Office, Records Management, Customer Service.

Description :

    1. Fielded calls from the public who had questions regarding their health or pension plans.
    2. Provided policy analysis, economic research, and tracking of all benefits policy-related developments and activities.
    3. Provided regulations and interpretive guidance related to health plans and provides education, technical assistance, and other support to health plans.
    4. Researched applicable statute, DOL regulation, internal revenue code, and case law to advise plan participants regarding their rights.
    5. Responded in writing to letters from plan participants, plan sponsors, and congressional offices regarding pension and health plans.
    6. Contacted employers to conduct phone interviews regarding alleged violations.
    7. Trained to sell short term medical plans, as an option for those who failed to meet the deadline of the open enrollment.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
BS

Associate Benefits Advisor Resume

Summary : Seeking to secure a position as an integral part of a team that leverages strong communication and interpersonal skills, experience, and ability to lead personnel in a direction that provides superior support.

Skills : Microsoft Office, Project Management, Customer Service, Interpersonal Skills.

Description :

    1. Completing the needs assessment by asking probing questions to correctly qualify participants' needs.
    2. Actively listen to participants to understand both verbal and non-verbal cues.
    3. Researching options in proprietary tools and elsewhere on the internet.
    4. Demonstrating sustained confidence and resilience during challenging interactions.
    5. Fully and accurately documenting all conversations, emails, and actions taken on each interaction.
    6. Assisting customer service associates and enrollment specialists, with their workload during high call volume.
    7. Specializing in partnering with clients providing them with sound financial protection by matching benefits to their needs and objectives.
    8. Offering many varieties of employer/employee benefits to small & medium size businesses to preserve their assets.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Diploma

Jr. Benefits Advisor Resume

Headline : Seeking to obtain a position that will enable using strong communication, organizational and leadership skills, educational background, and ability to work well with people.

Skills : Strong Communication Skills, Multifaceted and Goal Oriented, Productive Team Player, and Bilingual.

Description :

    1. Complete the needs assessment and asks probing questions to correctly qualify participants' needs.
    2. Complete and explain enrollments, renewals, and changes to accounts Problem solving with the participant to assist in selecting and enrolling in one or more insurance plans.
    3. Manage flow of inbound and outbound calls, as well as emails pertaining to many different benefits.
    4. Fully and accurately document all conversations, emails and actions taken on each interaction.
    5. Work with upper management to ensure appropriate changes were made to improve customer satisfaction.
    6. Promptly responding to all retiree voicemails and e-mails.
    7. Provide friendly and efficient client support for annual benefits enrollment.
    8. Work with business systems and software in a call center environment.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Diploma

Sr. Benefits Advisor Resume

Summary : Offering excellent communication, sales, and administrative skills to a stable and growing company, where a career path will grow along with it. A willing team-oriented individual with a galvanizing attitude eager to join a winning team.

Skills : Public Speaking, Training, Excel.

Description :

    1. Builds knowledge of clients, services, and processes and applies basic understanding services, products, and CS support tools.
    2. Documents and closes the call and creates workflow/case management follow-up as needed.
    3. Makes outbound/follow-up calls, including providing resolution and requested information.
    4. Escalates/refers to more difficult calls as appropriate and documents and closes the call.
    5. Conducts off-phone research on basic/less complex calls by reviewing workflow/case management documentation.
    6. Investigates issues by interacting with the client/client team.
    7. Providing the customer with health insurance, and resolve client issues within a timely manner.
    8. Advised and provided permanent financial benefits for working families.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
BSW

Benefits Advisor III Resume

Headline : Seeking to obtain a position in a people-oriented organization where one can maximize customer service experience, strong organizational skills, and ability to work well with people in a challenging environment to achieve corporate goals.

Skills : Microsoft Office, Records Management, Data Entry.

Description :

    1. Perform cost-benefit analysis for client transitions into the individual market.
    2. Collaborate with participants on various plans from top-rated carriers, finding the best solutions.
    3. Perform needs assessments of clients and collect information pertaining to their specific retiree benefit situations, needs, and objectives.
    4. Manage and analyze client participants through operating software.
    5. Certified by 15 insurance companies in order to sell policies in different states.
    6. Perform data and application processing along with troubleshooting client service issues.
    7. Provide continuous advocacy for serviced clients.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
BA

Benefits Advisor-Part Time Resume

Objective : An experienced professional in Management and Human Resource professions with a proven ability to match talent to specific business needs across industry sectors using behavioral-based interviewing techniques. Demonstrated staff management and project leadership, which include over 4 years of management experience.

Skills : MS Word, Excel, PowerPoint, Outlook, PeopleSoft HR, Workday, Lotus Notes, SharePoint, Employee Benefits, Human Resources, Bilingual in Spanish, Customer Service, Vendor Relationships.

Description :

    1. Identify medicare prospects' needs using a needs-based selling approach, accurately answering questions, address any concerns, and recommend an appropriate plan.
    2. Enroll retirees compliantly and efficiently into selected health insurance, prescription drug, vision, and dental plans by reading scripting verbatim.
    3. Provide accurate information to Pre-Medicare retirees regarding the Affordable Care Act (ACA).
    4. Handle inbound service calls by providing accurate and complete information.
    5. Actively listen to identify customer questions and needs, utilize probing questions when necessary.
    6. Drive sales and revenue by assisting customers in making healthcare decisions over the phone.
    7. Understand and remain compliant with the centers and services (CMS) and marketing guidelines.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
EHR

Benefits Advisor Resume

Objective : Professional with 5 years of experience as a Benefits Advisor. Demonstrated ability to build efficient, reliable teams that work together to achieve goals and exceed expectations.

Skills : Xactimate 28, MS Office, Data Entry, Customer Service.

Description :

    1. Completing the needs assessment and asks probing questions to correctly qualify participants' needs.
    2. Actively listening to participants to understand both verbal and non-verbal queues.
    3. Researching options in proprietary tools and elsewhere on the internet.
    4. Problem-solving with the participant to assist in selecting and enrolling in one or more insurance plans.
    5. Demonstrating sustained confidence and resilience during challenging interactions.
    6. Fully and accurately documenting all conversations, emails and actions taken on each interaction.
    7. Working with customer service associates and enrollment specialists, assisting them with their workload during periods of high call volume.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
BA