Pipeline- Educator

Duties:
Role

Summary:

The role of the Benefit Educator is essential to our business's success. As the representative of The Client Group, your primary responsibility is to conduct exceptional Open enrollment and customer events that set The Client Group apart from our competitors. In this customer-facing position, you will educate customers about The Client Group’s products, services, and programs through various methods, including formal presentations, benefit fairs, and health fairs.

Your goal is to create a highly satisfying and positive customer experience, demonstrating knowledge, competence, and professionalism. This is an “as‑needed,” variable‑hour role; hours are not guaranteed and will fluctuate based on event demand (including occasional last‑minute requests).

• Lead and deliver virtual, onsite, or prerecorded presentations in group setting as assigned to existing and prospective Client customers
• Represent Client at customer events, ensuring a professional and positive image while effectively communicating Client’s products, programs, and solutions
• Maintain current knowledge in all Client products, programs, solutions, and initiatives
• Follow established guidelines and procedures of customer events as assigned
• Refer customer service inquiries, administrative functions, implementation, billing questions, and other customer, client and producer matters to appropriate internal partners
• Coordinate, track, and update event meetings, including attendance, and top insights via data entry system () by assigned deadlines

• High School Diploma or GED required.
• Current and active Health & Life License
• Must be available during peak season (August-December)
• Have experience explaining and presenting employer-sponsored benefits and health insurance
• Excellent communication and presentation skills
• Proficiency in Microsoft Programs (PowerPoint, Word), CRM system (), and virtual learning platforms (Web Ex, MS Teams, & Allego)
• Ability to travel to local/remote trainings/meetings as assigned- 75-100%
• This role must be located within the assigned territory/market to be able to drive or fly to client locations, local offices in and outside of the regional territory
• Ability to utilize and maintain a personal, company approved device (smartphone, tablet, etc. with compatible operating system), keep required software and system access up to date and adapt to evolving technology tools and systems.

EEO: “Mindlance is an Equal Opportunity Employer and does not discriminate in employment on the basis of – Minority/Gender/Disability/Religion/LGBTQI/Age/Veterans.”