Open Enrollment Specialist - Bilingual


Coordinate with Employee Benefit service teams to prepare open enrollment materials.   Conduct open enrollment presentations for Barney & Barney clients in English and Spanish.  This position will also translate benefits materials into Spanish as necessary.  

Essential Duties and Responsibilities:

  • Assist with coordination and preparation of announcement material for enrollment process in cooperation with internal teams.
  • Translate materials from Spanish to English and English to Spanish as requested to include announcement materials and PowerPoint presentations.
  • Coordinate with carrier representatives all activity for open enrollment meetings.
  • Conduct employee open enrollment meetings, including 1/3 of the meetings conducted in Spanish.
  • Maintain open enrollment calendar in centralized location for all teams to access.
  • Provide feedback to teams on open enrollment activities and client requests that were expressed during open enrollment meetings.
  • Travel locally and out of town or state as needed for open enrollment meetings.
  • Attend internal meetings upon request.
  • Prepare files and other records needed for Barney & Barney.
  • Keep abreast of the marketplace.
  • Maintain the professional standards established by Barney & Barney when working with clients.
  • Share information with others to create a good network of information to improve open enrollment processes.
  • All other duties as assigned.

Education and/or Experience

Successful candidate will be a service oriented individual with high personal standards and a hands-on work style.  This position requires an individual who is comfortable working at a varying pace, managing multiple tasks and deadlines simultaneously, adjusting priorities often, and managing frequent interruptions.

This position interacts with and provides service to a large group of internal associates and has high levels of contact with external vendors.  The Open Enrollment Specialist-Bilingual must be positive and approachable, and work effectively with diverse personalities.  In addition, the following is required unless otherwise noted:

  • Requires a college degree and/or a minimum of 2-3 years insurance background preferred, specifically in employee benefits.
  • Excellent communication skills, both verbal and written with the ability to conduct oral presentations.
  • Must be bilingual and able to orally present and write in Spanish.
  • Above average analyzing, problem solving and planning techniques are essential.
  • Dependability and excellent team player qualities.
  • Maintain a valid, unrestricted state of California Life & Disability License.
  • Ability to utilize computer and database equipment.
  • Must be proficient in Microsoft Office applications.
  • Proven ability to effectively conduct presentations.
  • Must be flexible and have good organization skills.
  • Must have follow-through and follow-up skills.
  • Maintain a valid California driver's license and have reliable transportation.

Work Environment and Physical Demands:

  • Ability to operate standard office equipment; telephone, copier, personal computer.
  • Ability to sit in a stationary position for extended periods in the office and driving to client meetings.
  • Longevity in speaking, standing or sitting to deliver presentations is required.
  • Extended work hours (10 – 12 hrs/day) required on occasion.
  • Daily travel is required, usually consisting of client site visits throughout San Diego and surrounding counties.  In addition, during periods of heavy renewals, up to 2-4 overnight trips / month covering areas in and out of state are required.

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