Advance Your Career at Planstin 

Located in Southern Utah, Planstin is at the forefront of benefits administration and business services. We simplify health insurance for employers and individuals, emphasizing cost-effectiveness and excellent service in a complex market. As our company grows, we’re looking for talented individuals eager to progress in their careers.

About the role

The Benefit Specialist will be responsible for guiding each member to understand, use, and feel confident in their benefits. You will provide educational, advisement, and one-on-one support to employees of a group for the purpose of maintaining strong relationships with our clients and ensuring their satisfaction with our services as we move them through the enrollment phase to maximize business growth. You will also be responsible for on-going education and assisting groups’ new hire employees through the enrollment phase. 

This position can be based in St. George, Utah (in-person or hybrid), Dallas, Texas (fully remote), and Boca Raton, Florida (fully remote). Occasional travel to client locations throughout the United States will be required for this position. Typical travel might include air travel and a one night stay throughout the year, but could extend to up to a week at a time. 

What you'll do

• Communicate with the employees of groups within the sales process and are moving into enrollment phase. 

• Strategize how to effectively enroll and maximize enrollments of all groups. 

• Meet about needs and goals for implementing Planstin into the company. 

• Have full understanding of Planstin offerings. 

• Able to speak publicly and present Planstin Administration in front of both small and large groups and or employees. 

• Prepare Planstin benefits plans for individuals to help understand the plans offered and maximize enrollments. 

• Work with third party agents who want to use the enrollment offering in which you would enroll the Agent's group(s). 

• Help with relationship management of groups in need of additional enrollments. 

• Work closely with the other internal teams on any needs that might arise. 

• Support internal sales agents with product education needs throughout the sales process. 

• Possibly travel on site to customer headquarters to do in person enrollments, potentially 1-2 times a month, depending on the time of year and location. 

Qualifications

• Bachelor's degree in business, marketing, or a related field or equivalent experience is preferred. 

• A Life and Health Insurance License is required for this role and will need to be obtained within the first 90 days of employment. Planstin will provide you with a study program and pay for the cost of the exam to obtain your license and renew it as needed. 

• Able and willing to travel to meet clients throughout the United States with some trips having consecutive days of travel. 

• 2+ years of experience in a client-facing role.

• Strong communication, interpersonal, and problem-solving skills. 

• Ability to multitask, prioritize, and manage time effectively. 

• Proven track record of meeting or exceeding performance goals. 

• Proficiency in CRM software and Microsoft Office. 

• Familiarity with health insurance administration and regulations preferred. 
• Ability to communicate in Spanish fluently is a strong plus! 

Planstin's Employee Benefits: 

• Compensation: $60,000-$65,000 base salary + 5-10% in commissions from new member enrollments and renewals. 
• 12 paid holidays plus 3 weeks of paid time off to balance work and life. 
• Comprehensive insurance coverage including health, dental, vision, and accident plans tailored for your well-being. 
• Discounted membership to Zion HealthShare.
• Free membership for you and your dependents to Primestin Care Clinic.
• Invest in your future with a 401k plan backed by a solid 4% match from us. 
• Free snacks and regular lunches available onsite.