Open Enrollment Specialist

Open Enrollment Specialist (Seasonal/Consultative Client Support)Overview
We are seeking a highly organized and client-focused Open Enrollment Specialist to guide organizations through their year-end benefits enrollment process. This is a consultative, appointment-based role where you will manage your own schedule and deliver high-touch support to clients during one of their most critical annual cycles.
Key Responsibilities

+ Manage a portfolio of clients with a primary benefits effective date of January 1, ensuring a smooth and successful open enrollment experience

+ Lead the end-to-end open enrollment process, from initial consultation through completion

+ Conduct kickoff calls to:

+ Set expectations and timelines

+ Review plan or carrier changes

+ Gather essential data to prepare for enrollment


+ Facilitate ongoing client working sessions:

+ Provide step-by-step guidance throughout the enrollment cyc...

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