Licensed Retiree Benefits Advisor Job at Alight Solutions (Texas)

Licensed Retiree Benefits Advisor

Alight Solutions

Location:
United States of America , Texas

Category:
Insurance

Contract Type:
Not provided

Salary:

43680.00 USD / Year

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Job Description:

As a Virtual Benefit Advisor, individuals will be able to handle all responsibilities from the comfort of their home office. The Licensed Virtual Benefit Advisor’s responsibilities include selling and enrolling retirees into appropriate insurance products including but not limited to health, prescription drug, vision, dental plans, and advising Pre-Medicare eligible recipients of their options. This is done primarily through providing Medicare education, conducting needs analysis, and assisting the retirees in selecting an appropriate plan for their needs.

Job Responsibility:

Ability to consistently provide a world class experience at all customer touchpoints
Maintain active resident health (and life if required) insurance license, or ability to renew license prior to start date, and any riders required by state (Med Sup/Illness/Critical Care)
Ability to pass AHIP and annual carrier certifications
Knowledge of Medicare Advantage, Medicare Supplement, and prescription drug plans
Willingness to learn about DSNP plans as well as Special Election Periods (Low Income Subsidy and Medicaid) for Retirees to be enrolled outside of the traditional Annual Enrollment Period
Ability to identify Medicare prospects needs using a needs analysis based selling approach, accurately answering questions, addressing any concerns, and recommending appropriate plans
Enroll retirees compliantly and efficiently by reading scripting verbatim
Meet and/or exceed key performance indicators
Handle inbound customer service calls as well as outbound dialing by providing accurate and complete information to retirees with the intent of enrolling the customer in the appropriate plan based on their specific needs
Responsible for making outbound calls to warm leads with the intent of scheduling appointments or completing an appointment with a participant
Actively manage all appointments to follow up with a prospect
Respond to voicemails within 24 business hours
Monitor the internal chat and respond in a timely fashion to any questions or requests
Deliver a consistently positive customer experience in a highly ethical and professional manner
Adhere to call center performance metrics, including customer satisfaction, compliance, and sales productivity

Requirements:

High school degree or equivalent
2 years of experience in consultative sales and/or customer service, preferably in a call center or high-volume environment
Aptitude for understanding details of Medicare insurance and complying with all CMS regulations
No contracting restrictions as related to carriers and/or previous employers
Ability to consistently provide a world class experience at all customer touchpoints
Maintain active resident health (and life if required) insurance license, or ability to renew license prior to start date, and any riders required by state (Med Sup/Illness/Critical Care)
Ability to pass AHIP and annual carrier certifications
Knowledge of Medicare Advantage, Medicare Supplement, and prescription drug plans
Willingness to learn about DSNP plans as well as Special Election Periods (Low Income Subsidy and Medicaid) for Retirees to be enrolled outside of the traditional Annual Enrollment Period
Ability to identify Medicare prospects needs using a needs analysis based selling approach, accurately answering questions, addressing any concerns, and recommending appropriate plans
Enroll retirees compliantly and efficiently by reading scripting verbatim
Meet and/or exceed key performance indicators
Handle inbound customer service calls as well as outbound dialing by providing accurate and complete information to retirees with the intent of enrolling the customer in the appropriate plan based on their specific needs
Responsible for making outbound calls to warm leads with the intent of scheduling appointments or completing an appointment with a participant
Actively manage all appointments to follow up with a prospect
Respond to voicemails within 24 business hours
Monitor the internal chat and respond in a timely fashion to any questions or requests
Deliver a consistently positive customer experience in a highly ethical and professional manner
Strong computer skills, Microsoft Office proficiency, experience using multiple screens is a plus
Capable of absorbing new information and adapting to new processes and programs rapidly
Ability to process a wide range of complex details and articulate in simple terms to customers with varying levels of knowledge and education
Adhere to call center performance metrics, including customer satisfaction, compliance, and sales productivity
Dedicated quiet home office/workspace is needed with a stable internet connection
A home-based system test will be required to ensure speed and quality match company requirements (currently minimum speed is 100 Mbps)

Nice to have:

Medicare sales and/or insurance sales
Time management and self-discipline, ability to multitask
Accountability and be open-minded to constructive criticism
Effective communication including strong written and verbal communication skills, interpersonal skills, active listening, as well as conflict resolution and decision-making skills
Independent thinker and take initiative in a virtual call center environment
Strong computer skills, Microsoft Office proficiency, experience using multiple screens is a plus
Desire to learn, ability to self-study, and absorb new information and processes rapidly
Capable of spending extensive time on the phone making outbound calls and receiving inbound calls consecutively daily
Ability to process a wide range of complex details and articulate the details in simple terms to customers with varying levels of knowledge and education
Performance accountability: Effectively manage call volume, meet AHT expectations, and maintain low offline time to ensure productivity and efficiency

What we offer:

Medical, dental, and vision insurance - 100% employee paid, after tax
Alight 401(k) Plan – with company match after six months of service
Wellness Time – 1 hour for every 30 hours worked
Other Programs including the Employee Assistance Program and meQuillibrium

Additional Information:

Job Posted:
May 04, 2026

Employment Type:

Fulltime

Work Type:

Remote work

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Job Link Share:

Licensed Retiree Benefits Advisor

Alight Solutions

Location:
United States of America , Texas

Category:
Insurance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
May 04, 2026

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