Engagement Specialist
Listed on 2026-01-24
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HR/Recruitment
Talent Manager
Phoenix - Banner Health, Arizona, United States of America
At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture,
you belong here.
The Benefit Engagement Specialist (BES) is responsible for creating impeccable service for BCInsourcing clients and our client’s employees by driving opportunities to conduct individual personalized benefit review sessions to educate and enroll on all core and voluntary benefit insurance products while building business relationships with our clients primarily in a face-to-face onsite environment operating at the client’s workplace. The Specialist is directly responsible for influencing the client-facing relationship by ensuring that the client’s leadership and each employee have a comprehensive understanding of our company’s model and their benefit options.
At BCInsourcing, we believe our people are our greatest strength. We strive to hire individuals from diverse backgrounds because different perspectives make us stronger, more innovative, and better equipped to serve others. If you are passionate about helping people and enjoy being part of a dynamic, team-oriented environment, you’ll feel right at home here.
BCInsourcing, a Lockton Company, is one of the nation’s leading benefit communication firms. Headquartered in Kansas City, we deliver customized benefit communication and administrative services to employees across the United States, partnering closely with our clients’ HR departments to support both organizations and their employees.
Location:
This position is Onsite with Banner - University Medical Center Phoenix
ESSENTIAL FUNCTIONS
- Represents BCInsourcing as Company Ambassador to Banner Health by engaging in purpose-driven dialogue with the department leaders, providing support while exercising independent judgment to cultivate effective business relationships, and maintaining rapport with all case partners and the client’s employees.
- Participates in providing SME-certified-license knowledge in clients’ HR/Benefit meetings, NEO presentations, and group meetings for client’s managers to navigate the concerns of their department’s employees.
- Makes independent decisions regarding outreach strategy while participating in the client’s initiatives and projects related to total rewards.
- Creates an approachable environment in primary and secondary workplace locations, traveling as necessary or operating remotely, to engage and counsel employees about their core and voluntary benefit options and coverages. Exercises self-driven time management to efficiently respond to face-to-face impromptu service requests and provide timely answers to client and employee questions.
- Responsible for analyzing census data to create a customized reach-out strategy meant to effectively connect with newly hired and existing employees to conduct personalized one-on-one comprehensive benefit review sessions.
- Responsible for accurately inputting and capturing employee enrollment decisions, using appropriate system platforms or paper application processes, and following Life and Health licensure regulations and BCInsourcing’s quality assurance.
- Participates in developing communication strategies to achieve the client’s goals in their changing environment while using professional verbal and interpersonal communication and active listening skills in order to effectively educate employees and interact with client partners.
- Responsible for developing and growing a professional work environment including prompt coordination with a supervisor or other appropriate parties including the client’s management team, when recognizing an accelerated issue or unusual matter to ensure it is resolved thoroughly and accurately.
- Obtains and maintains an active Life, Health, and Accident Insurance Producer’s License…
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