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Benefits advisor skills for your resume and career

Updated January 8, 2025
2 min read
Benefits advisor example skills
Below we've compiled a list of the most critical benefits advisor skills. We ranked the top skills for benefits advisors based on the percentage of resumes they appeared on. For example, 20.9% of benefits advisor resumes contained insurance benefits as a skill. Continue reading to find out what skills a benefits advisor needs to be successful in the workplace.

15 benefits advisor skills for your resume and career

1. Insurance Benefits

Here's how benefits advisors use insurance benefits:
  • Provide education and outreach to potential patients and community organizations regarding health care benefits mostly related to manage care insurance benefits.
  • Performed eligibility screenings, assessment of patient financial requirements, and counseling patients on insurance benefits and co-payments.

2. Patients

Here's how benefits advisors use patients:
  • Assisted hospital patients in applying for government/hospital funded programs such as Medicaid, Medicare, Social Security Disability and hospital charity.
  • Educated and informed patients about their responsibilities, the re-determination process and the importance of maintaining medical coverage.

3. Inbound Calls

Here's how benefits advisors use inbound calls:
  • Handle inbound calls to enroll customers compliantly and efficiently into selected Medicare Health Insurance and update customer accounts thoroughly.
  • Received inbound calls from Medicare recipients interested in purchasing health insurance.

4. Medicare Advantage

Here's how benefits advisors use medicare advantage:
  • Transitioned retirees to individual insurance plans by identifying the differences between Medicare advantage and Medicare supplement plans with prescription drug plans.
  • Leveraged excellent communication skills to sell Medicare Advantage plans during Medicare Annual Election period.

5. Insurance Products

Here's how benefits advisors use insurance products:
  • Respond to inbound telephone inquiries from current and prospective customers interested in purchasing insurance products and services.
  • Represented multiple insurance companies nationwide selling Medicare Insurance Products.

6. Medicaid

Here's how benefits advisors use medicaid:
  • Conduct a thorough eligibility screening for Social Security and Medicaid and/or other agencies and initiate the appropriate application.
  • Trained staff on policy and procedural changes occurring in Medicaid and Supplemental Security Income guidelines.

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7. Health Insurance

Here's how benefits advisors use health insurance:
  • Advise, educate, and enroll Medicare eligible persons into appropriately determined health insurances based on need and financial ability.
  • Handled inbound and outbound sales calls to effectively and efficiently sell health insurance plans while successfully completing all licensing requirements.

8. Life Insurance

Here's how benefits advisors use life insurance:
  • Certified to distribute Traditional Life Insurance policies and well versed in most Dental insurance types and programs that are generally offered.
  • Hold lines of authority for Health, Medicare supplement, Accident and Life insurance for the State of NC.

9. HIPAA

Here's how benefits advisors use hipaa:
  • Completed Call Logs and maintained customer confidentiality in accordance with HIPAA regulations.
  • Processed Medicare eligible retiree applications into new plans by conducting a needs analysis, following HIPAA and HITECH guidelines.

10. Outbound Calls

An outbound call is made by the call center representative to the customers on behalf of the company. Such calls help increase sales and generate revenue for the organization.

Here's how benefits advisors use outbound calls:
  • Placed outbound calls to encourage current customers to get plan provided preventative screenings including annual physicals and cancer screenings Experience
  • Received inbound/made outbound calls for Medicare recipients inquiring about transitions.

11. CMS

A Content Management System or CMS is computer software that works as a framework where content can be assembled and managed by using a database. CMS is an important asset in web development. This platform enables users to create, edit, collaborate on, publish and store digital content. It helps users to manage their content and modify it from a single system.

Here's how benefits advisors use cms:
  • Maintained insurance licensing requirements and entirely complied with Federal CMS and State legal requirements and standards.
  • Program Evaluation & Development: evaluating productivity and performance using data provided by CMS and DOI propriety data system.

12. Open Enrollment

Open enrollment means a duration that comes every year that a person can sign up for health insurance or change the plan that a person has, for instance, if a person needs to deregister. The activity always features in a few weeks or months within a year. It allows workers to alter their benefit plans, including vision, dental, health insurance, life insurance, and disability.

Here's how benefits advisors use open enrollment:
  • Enrolled Medicare recipients into affordable health plans during open enrollment.
  • Open enrollment Seniors and Medicare enrollment for medical insurance

13. Cobra

COBRA (Consolidated Omnibus Budget Reconciliation Act of 1985) is a federal law that allows employers of 20 or more employees who provide health care benefits to offer the option of continuing this coverage to individuals who would otherwise lose their benefits due to termination of employment, reduction in hours or certain other events. It is a temporary coverage that provides cash for medical expenses up to 18 months. The policy is helpful for retirees, former employees, former spouses, dependent children and spouses, workers laid off, on strike, fired for work, etc.

Here's how benefits advisors use cobra:
  • Determine eligibility for COBRA premium reduction appeals under provisions of the American Recovery and Reinvestment Act.
  • Coordinate the administration of COBRA packages for internal employees and employees of a client group consisting of 20 external companies.

14. ACA

Here's how benefits advisors use aca:
  • Managed broker and group accounts throughout the year administering qualified changes, terminations, and ACA compliance.
  • Provide accurate information to Pre-Medicare retirees regarding the Affordable Care Act (ACA).

15. Insurance Coverage

Here's how benefits advisors use insurance coverage:
  • Worked with the Navigators department to assist Medicare eligible retirees in finding suitable insurance coverage.
  • Guide consumers through sales process to enroll them in appropriate medical and ancillary insurance coverage to best fit their needs.
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List of benefits advisor skills to add to your resume

Benefits advisor skills

The most important skills for a benefits advisor resume and required skills for a benefits advisor to have include:

  • Insurance Benefits
  • Patients
  • Inbound Calls
  • Medicare Advantage
  • Insurance Products
  • Medicaid
  • Health Insurance
  • Life Insurance
  • HIPAA
  • Outbound Calls
  • CMS
  • Open Enrollment
  • Cobra
  • ACA
  • Insurance Coverage
  • ERISA
  • Health Benefits
  • Customer Service Associates
  • Health Reimbursement
  • Veterans
  • Needs Assessment
  • Insurance Policies
  • Social Security
  • Hippa
  • Treatment Plan
  • Governmental Agencies
  • Enrollment Process
  • HRA
  • Eligibility Determination
  • Compliance Standards
  • HMO
  • Customer Inquiries
  • Conversion Rates
  • Hospital Computer System
  • Annuities
  • Eligibility Screenings

Updated January 8, 2025

Zippia Research Team
Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

Updated January 8, 2025

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