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Enrollment Specialist

4 months ago


Dallas, United States Pinecrest Consulting Full time

Group Health Insurance Enroller


About Pinecrest Consulting:


At Pinecrest Consulting, we're more than just a team; we're a community. Recently ranked the #7 Top Workplaces among small businesses by the Dallas Morning News, we pride ourselves on a culture that fosters growth, innovation, and a deep sense of commitment to our clients. As a full-service healthcare brokerage, we specialize in managing and administering comprehensive employee benefits.


We are seeking a skilled Group Health Insurance Enroller to facilitate the enrollment process for our clients and their employees. This role demands high levels of client interaction, meticulous attention to detail, and a proactive approach to problem-solving.


What You'll Do:


As a Group Health Insurance Enroller at Pinecrest Consulting, your responsibilities will be crucial in providing clients with in-depth knowledge of coverage as well as the benefits platform to help them transition smoothly to our employee benefits systems. Your key responsibilities will include:


- Conducting client meetings to understand their specific needs and guiding them through the benefits selection process.

- Directly calling clients' employees to discuss and explain the various tiers and plans available, ensuring they understand the exceptional coverage and benefits.

- Demonstrating an in-depth knowledge of insurance policies to effectively share and educate clients and their employees on their options.

- Ensuring accurate and timely enrollment of clients into various group health plans.

- Collaborating with benefit carriers and the Onboarding Team to resolve any issues that arise during the enrollment process.

- Maintaining detailed records of client interactions, completed forms, and provided guidance.

- Assisting clients and their employees in understanding the complexities of their benefits through detailed explanations and effective communication.

- Proficiency in using our benefits platform to assist with enrollment and to ensure a seamless integration for all users.

- Working closely with the Client Onboarding Specialists and Account Managers to ensure a seamless transition and continuity of service.

- Staying updated on changes in insurance policies and legislation that can affect group health plans.


What We're Looking For:


- 2+ years of experience in group health insurance or employee benefits

- Strong knowledge of various health insurance products and the ability to articulate these effectively to clients

- Excellent interpersonal and communication skills, with a proven track record of building relationships with both clients and team members

- High degree of professionalism and the ability to work with confidential information

- Proficiency in using insurance-related databases and software

- A proactive problem solver who can manage multiple tasks effectively under tight deadlines

- An insurance license, or the ability to obtain one, is highly preferred


Why Join Pinecrest Consulting?


- Join a community-oriented culture that values each employee's contribution

- Opportunities for professional growth and development within the employee benefits field

- Competitive compensation and a comprehensive benefits package

- Work in a company recognized for its exceptional workplace environment


Apply Now:


If you are passionate about helping others understand and access their healthcare benefits and thrive in a collaborative, community-oriented work environment, then Pinecrest Consulting is the place for you. Apply now to begin your journey with a company that values your expertise and offers the tools needed for your professional success. Click "Apply" to submit your resume and cover letter.