Now Hiring - SOTA Benefits, LLC - Customer Service and Enrollment Specialist in Houston, TX

Full description of the position

Customer Service & Enrollment Specialist (Full-Time & Part-Time Opportunities) We are a dynamic health insurance agency that builds, distributes, and services comprehensive employee benefit programs, including ERISA health plans. We are currently seeking dedicated and results-driven professionals to join our team. We offer both part-time and full-time customer service and enrollment opportunities for Life/Health Licensed Insurance Agents. Because we work exclusively with established employer groups that offer varying benefit programs, there is absolutely no cold calling or lead calling required. Full and part-time roles are based in our office, focusing on over-the-phone enrollments for employer groups, covering health insurance, life insurance, and ancillary benefits. This position focuses strictly on providing top-tier customer service support to ensure accurate data entry, seamless plan education, and an exceptional experience for the employees we serve. Why Join Us?

• No Cold Calling: Work directly with the employees of our established employer groups.
• Licensing Support: Unlicensed candidates are welcome to apply! We provide comprehensive licensing training and full reimbursement for your licensing fees.
• Career Growth: We offer clear opportunities for advancement within the health insurance industry, including pathways into field sales. We are seeking a motivated and customer-focused

Benefits

Enrollment Specialist and Customer Service Specialist to join our growing team. In this role, you will guide individuals through the complexities of health insurance and other employee benefits, ensuring they make informed decisions that meet their needs. You will be a key point of contact during enrollment periods and thereafter, providing clear and concise explanations of their plans and benefit options.

Responsibilities

:

• Conduct in-office over-the-phone enrollments, as well as onsite or virtual employee enrollment meetings and benefit presentations.
• Explain benefit options, eligibility rules, and plan features in a clear and engaging manner.
• Assist employees with completing enrollment forms and navigating online enrollment platforms.
• Provide one-on-one counseling for employees with specific benefit questions.
• Ensure all enrollment materials, communications, and data are accurate and compliant.
• Assist individuals with the enrollment process for health, dental, vision, and other employee benefits.
• Explain benefit plan options, coverage details, and enrollment procedures.
• Answer questions and resolve issues related to benefits enrollment.
• Maintain accurate records of enrollment activities.
• Provide excellent customer service via phone, email, and in person.
• Stay up-to-date on industry regulations and benefit plan changes.
• Comply with all HIPAA regulations. Enrollment Administration & Data Management
• Track, enter, and reconcile enrollment data accurately, making corrections as needed.
• Coordinate with internal teams to confirm accurate member eligibility and plan setup.
• Ensure strict deadlines for open enrollment periods and new hire onboarding are met.
• Monitor and report on key enrollment metrics, including participation and member experience. Compliance & Quality Assurance
• Maintain knowledge of ERISA, ACA, COBRA, HIPAA, and other applicable regulations.
• Ensure all enrollment practices strictly adhere to compliance requirements.
• Document processes and maintain accurate records in line with company standards.

Qualifications

• Strong communication and interpersonal skills.
• Excellent organizational and time-management abilities.
• Ability to explain complex information in a clear and understandable manner.
• Proficiency in using computer systems and software.
• Customer service experience.
• Language Requirement: Bilingual (English/Spanish) is a strict requirement for full-time consideration.
• Licensing: Active Life/Health Insurance License preferred, but unlicensed candidates willing to learn will be considered (training and fee reimbursement provided). Must be licensable within 60 days of employment.
• Experience: Background in sales or communication, with 2+ years of experience in tele-service or sales preferred.
• Skills: Excellent communication, presentation, and interpersonal skills. Strong organizational skills with the ability to manage multiple enrollment schedules and strict deadlines. Experience conducting benefit enrollment meetings or group presentations strongly preferred.
• Technical Proficiency: Proficiency with Microsoft Office Suite; Experience handling calls and conversations with online soft phone.
• Professional Attributes: Customer-focused mindset, high attention to detail in data entry, strong problem-solving abilities, and an approachable, professional presence for employee-facing settings.

Work Environment

• Full and part-time positions are in-office.
• Occasional travel may be required for onsite enrollments. Pay: $38,000.00 - $53,000.00 per year

Benefits

:

• Dental insurance
• Health insurance
• Paid time off
• Vision insurance Experience:
• telephone sales: 2 years (Required) Language:
• Spanish (Required) License/Certification:
• Life and Health Insurance License (Preferred) Ability to Commute:
• Houston, TX 77094 (Required) Work Location: In person