WizeHire, Inc
Coleman Agency is an authorized independent agency in Cypress, TX, under a trusted 85+ year insurance carrier serving 42 state governments. We seek a bilingual professional for our Benefits Counselor position, executing enrollment sales across district accounts.
As a Benefits Specialist (Benefits Counselor), you'll work with our District Coordinator and Benefits Advisors to execute enrollments on accounts our Advisors have closed. You'll conduct group enrollment meetings in Spanish and English, educate employees, and strategically maximize participation to meet case sales plan goals.
You'll receive field development training and support, shadow experienced team members on live cases, and complete comprehensive certification (~60 days from licensing to independent case management).
Licensed professionals gain faster access to income and accelerated advancement to District Benefits Counselor.
Our District Coordinator and administrative teams provide operational support, freeing you to focus on employee education and enrollment execution.
Performance-based pay with no base salary. Earn at plan commission on enrollment execution, case plan achievement bonuses, and retention incentives.
MUST BE FLUENT IN SPANISH AND ENGLISH (written and spoken)
Responsibilities
Execute enrollment sales
through bilingual group meetings (10-50+ employees) across district accounts, strategically maximizing participation to meet case sales plan goals
Conduct presentations
in Spanish and English based on employee preference, explaining coverage options clearly and professionally
Manage re-enrollments
for district accounts, conduct annual reviews, and achieve retention and expansion metrics
Work collaboratively
with the District Coordinator and Benefits Advisors to understand the employer's mission, employee needs, and execute benefits plans
Maintain employee relationships
as their trusted bilingual resource, staying current on life events and coverage needs
Assist with claims filing
and benefits utilization, ensuring employees understand how to access coverage
Stay current on employee changes , leveraging technology to track new hires, life events, and coverage opportunities
Qualifications
Strongly preferred:
Active Texas Life & Health License (licensed professionals gain faster income access and accelerated advancement to District Benefits Counselor). Unlicensed candidates must commit to licensing within 2-4 weeks (we provide preparation and support)
Preferred:
Experience in group sales, employee benefits enrollment, or consultative B2B sales
Bonus:
Business degree, experience in insurance or financial services
Fluent in Spanish and English
(written and spoken) - MANDATORY
Strong consultative sales background
with the ability to educate and guide group decisions
Group presentation skills
with confidence, conducting meetings for 10-50+ employees in both languages
Proficiency in math
for enrollment calculations and premium computations
Technology proficiency
with enrollment platforms and tracking systems
Self-motivated
with the ability to manage multiple accounts across the district
Comfort with performance-based pay
(no base salary) tied to enrollment execution
Reliable transportation
for meetings across the Cypress/Northwest Houston district
Compensation $55.000 - $75,000 yearly
About Coleman Agency Coleman Agency operates as an authorized independent agency under a trusted 85+ year insurance carrier serving 42 state governments. Based in Cypress, Texas, we partner with Northwest Houston business owners to design competitive benefits strategies that help them attract and retain talent.
Our Mission Help companies build competitive employee benefits. By developing professional advisors, we expand throughout Northwest Houston.
What Makes Us Different Established owner with finance expertise for data-driven coaching and business strategy. Collaborative team environment with competitive commission structure, comprehensive training systems, and clear pathways to leadership as the agency scales.
Benefits Available Access to group rates on medical and supplemental insurance, professional association membership, and E&O coverage.
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As a Benefits Specialist (Benefits Counselor), you'll work with our District Coordinator and Benefits Advisors to execute enrollments on accounts our Advisors have closed. You'll conduct group enrollment meetings in Spanish and English, educate employees, and strategically maximize participation to meet case sales plan goals.
You'll receive field development training and support, shadow experienced team members on live cases, and complete comprehensive certification (~60 days from licensing to independent case management).
Licensed professionals gain faster access to income and accelerated advancement to District Benefits Counselor.
Our District Coordinator and administrative teams provide operational support, freeing you to focus on employee education and enrollment execution.
Performance-based pay with no base salary. Earn at plan commission on enrollment execution, case plan achievement bonuses, and retention incentives.
MUST BE FLUENT IN SPANISH AND ENGLISH (written and spoken)
Responsibilities
Execute enrollment sales
through bilingual group meetings (10-50+ employees) across district accounts, strategically maximizing participation to meet case sales plan goals
Conduct presentations
in Spanish and English based on employee preference, explaining coverage options clearly and professionally
Manage re-enrollments
for district accounts, conduct annual reviews, and achieve retention and expansion metrics
Work collaboratively
with the District Coordinator and Benefits Advisors to understand the employer's mission, employee needs, and execute benefits plans
Maintain employee relationships
as their trusted bilingual resource, staying current on life events and coverage needs
Assist with claims filing
and benefits utilization, ensuring employees understand how to access coverage
Stay current on employee changes , leveraging technology to track new hires, life events, and coverage opportunities
Qualifications
Strongly preferred:
Active Texas Life & Health License (licensed professionals gain faster income access and accelerated advancement to District Benefits Counselor). Unlicensed candidates must commit to licensing within 2-4 weeks (we provide preparation and support)
Preferred:
Experience in group sales, employee benefits enrollment, or consultative B2B sales
Bonus:
Business degree, experience in insurance or financial services
Fluent in Spanish and English
(written and spoken) - MANDATORY
Strong consultative sales background
with the ability to educate and guide group decisions
Group presentation skills
with confidence, conducting meetings for 10-50+ employees in both languages
Proficiency in math
for enrollment calculations and premium computations
Technology proficiency
with enrollment platforms and tracking systems
Self-motivated
with the ability to manage multiple accounts across the district
Comfort with performance-based pay
(no base salary) tied to enrollment execution
Reliable transportation
for meetings across the Cypress/Northwest Houston district
Compensation $55.000 - $75,000 yearly
About Coleman Agency Coleman Agency operates as an authorized independent agency under a trusted 85+ year insurance carrier serving 42 state governments. Based in Cypress, Texas, we partner with Northwest Houston business owners to design competitive benefits strategies that help them attract and retain talent.
Our Mission Help companies build competitive employee benefits. By developing professional advisors, we expand throughout Northwest Houston.
What Makes Us Different Established owner with finance expertise for data-driven coaching and business strategy. Collaborative team environment with competitive commission structure, comprehensive training systems, and clear pathways to leadership as the agency scales.
Benefits Available Access to group rates on medical and supplemental insurance, professional association membership, and E&O coverage.
#J-18808-Ljbffr