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Virtual Benefit Advisor Jobs (NOW HIRING)

Benefit Advisor

Manhattan, NY · On-site

$44K - $59K/yr

Under the supervision of Program Management, the Benefit Advisor will provide a comprehensive range ... or virtual events, community presentations, targeted flyer distribution, promote program services ...

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Health Benefit Advisor

Worcester, MA · On-site

$20.19 - $23.55/hr

The Health Benefits Advisor (HBA) assists patients obtain medical insurance coverage or assistance ... Virtual Gateway strongly preferred. Familiarity with managed care plans preferred. Position ...

The AHB Benefit Advisor is responsible for driving Medicare Sales through professional and ... Comfortable with navigating multiple computer programs in a virtual work-from-home setting Unique ...

The AHB Benefit Advisor is responsible for driving Medicare Sales through professional and ... Comfortable with navigating multiple computer programs in a virtual work-from-home setting Unique ...

Licensed Medicare Benefit Advisor

OR · On-site +1

$55K - $100K/yr

The AHB Benefit Advisor is responsible for driving Medicare Sales through professional and ... Comfortable with navigating multiple computer programs in a virtual work-from-home setting Unique ...

The AHB Benefit Advisor is responsible for driving Medicare Sales through professional and ... Comfortable with navigating multiple computer programs in a virtual work-from-home setting Unique ...

Benefit Advisor Location: East Harlem, NY (198 E. 121st St) -- On-Site & Virtual (Hybrid eligible) Client: Center for Urban Community Services (CUCS) Job Type: Full-Time, Direct Hire Schedule:

$75 - $120/hr

Benefits advising * CRM pipeline management * Virtual selling * Client onboarding * Compliance documentation * Preferred * Experience with Medicare Advantage or ACA plans * Knowledge of ACA ...

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Virtual Benefit Advisor information

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$12

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How much do virtual benefit advisor jobs pay per hour?

As of Sep 2, 2026, the average hourly pay for virtual benefit advisor in the United States is $25.93, according to ZipRecruiter salary data. Most workers in this role earn between $18.51 and $29.81 per hour, depending on experience, location, and employer.

Do you need a license to be a virtual benefit advisor?

Yes, virtual benefit advisors often need to obtain licenses such as life, health, or insurance licenses depending on the products they sell and the state regulations. Licensing requirements vary by location and the specific benefits offered, and some roles may also require ongoing education or certification. It is important to check local laws and employer requirements for licensing obligations in this field.
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Infographic showing various Virtual Benefit Advisor job openings in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 83% In-person, and 17% Remote job distribution, with an average salary of $53,941 per year, or $25.9 per hour.

$44K - $59K/yr

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Job description

Description
The Center for Urban Community Services (CUCS) is one of New York City's premier human services organizations, leading the way in innovative solutions to homelessness, poverty, and mental illness. With an annual budget exceeding $100 million and a passionate team of over 700 employees, CUCS empowers thousands of New Yorkers each year through integrated housing, health, and social services.
From supportive housing and mental health care to employment assistance and professional training, CUCS delivers life-changing programs that foster long-term stability and opportunity for the city's most vulnerable populations. As a recognized leader in the field, we're expanding our impact-and we're looking for dedicated professionals to join us.
Under the supervision of Program Management, the Benefit Advisor will provide a comprehensive range of person-centered services to New Yorkers in need, both onsite and virtually. Responsibilities include eligibility screening, application assistance, benefits-related case management, advocacy, referrals, crisis intervention, community outreach, and coordination of care. The scope of responsibilities may vary depending on the program site and operational needs.
You'll be expected to maintain high standards in line with agency policies, funder guidelines, and management directives-including thorough and timely documentation of all client contacts and services delivered.
For a full scope of the work, see below (Please note Benefit Advisor responsibilities may vary depending on the program site.):
Essential Functions include, but are not limited to:
• Conduct client meetings in person or virtually to assess needs, determine benefit eligibility, and provide ongoing support throughout the benefit application process.
• Utilize approved screening tools to identify all applicable city, state, federal, and private benefits, and assist clients with completing applications, gathering and submitting documentation, and preparing for interviews or appeals.
• Manage an active and fluid caseload in accordance with agency and funder requirements, ensuring timely intake, service delivery, documentation, follow-up, and case closure; meet established productivity and quality benchmarks.
• Track the status of benefit applications using relevant databases and communication channels; proactively intervene to resolve delays, advocate for clients, and initiate appeals or mediation as needed.
• Coordinate referrals to external providers for needs outside the program's scope, including but not limited to legal services, housing support, food resources, financial counseling, and employment assistance; engage collateral contacts and family members when appropriate.
• Maintain strict confidentiality and adhere to all agency privacy standards and legal requirements in the handling of sensitive client information and external communications.
• Accurately document all client interactions, services rendered, and outcomes in funder databases and internal tracking systems within required timeframes; ensure documentation meets agency, program, and contractual standards.
• Participate in outreach and engagement activities, including in-person or virtual events, community presentations, targeted flyer distribution, promote program services and support client enrollment efforts.
• Monitor service trends, identify barriers to access or engagement, and communicate emerging issues to program leadership in a timely and solutions-oriented manner.
• Attend mandatory trainings and incorporate learned practices into service delivery; utilize available incentives (e.g., MetroCards, diapers, movie tickets) to support outreach and retention efforts.
• Perform other duties and special projects as assigned by program management to ensure program effectiveness, compliance, and alignment with agency goals.
Expectations, include but are not limited to:
• Prepare for and actively participate in supervision meetings by setting clear agendas, providing timely updates on work activities, and integrating feedback and directives into daily practice.
• Communicate professionally and consistently with supervisors, demonstrating sound judgment, adaptability to changing assignments, and the ability to manage responsibilities independently and competently.
• Foster a respectful and inclusive work environment by building positive relationships with clients and staff of diverse backgrounds and experiences, and by supporting a team-based, mission-driven approach to service delivery.
• Collaborate with colleagues and contribute to shared client responsibilities as needed; participate in team meetings, trainings, and program initiatives to ensure alignment with program goals.
• Analyze issues proactively and escalate concerns appropriately within the supervisory chain of command; support conflict resolution and maintain professionalism and productivity in high-pressure situations.
• Adhere to all agency policies, procedures, and contractual requirements, including standards for documentation, conduct, service delivery, and confidentiality.
• Manage work schedules responsibly by reporting on time, coordinating breaks to ensure coverage, completing assignments within required timeframes, and complying with attendance and timekeeping protocols.
• While this position is primarily site-based, program management may authorize a hybrid work schedule as appropriate and in accordance with agency policy.
Requirements
Education & Experience
Title
Education & Experience
Benefit Advisor 1
High School Diploma and two (2) years of relevant work experience
Benefit Advisor 2
Bachelor's Degree
OR, High School Diploma and four (4) years of relevant work experience
Benefit Advisor 3
Bachelor's Degree and two (2) years of relevant work experience
OR, BSW degree and one (1) year of relevant work experience
OR, High School Diploma and six (6) years of relevant work experience
Benefit Advisor 4
Bachelor's Degree and five (5) years of relevant work experience
OR, BSW degree and four (4) year of relevant work experience
OR, High School Diploma and nine (9) years of relevant work experience
Benefit Advisor 5
Bachelor's Degree and eight (8) years of relevant work experience
OR, BSW degree and seven (7) year of relevant work experience
OR, High School Diploma and eleven (12) years of relevant work experience
Note: For applicants without college degrees, every 30 college credits earned may be substituted for one (1) year of experience.
Note: Relevance pertains to the essential tasks and functions of this role.
Knowledge, Skills, and Abilities
  • Knowledge of public benefit systems at the city, state, federal, and private levels, including eligibility requirements, application procedures, and appeals processes for programs such as SNAP, Medicaid, Social Security, and housing-related benefits.
  • Demonstrated ability to conduct comprehensive needs assessments and apply screening tools to accurately determine benefit eligibility and service needs for a diverse client population
  • Strong case management and client service skills, including the ability to manage a fluid caseload, maintain follow-up, and support clients through the entire benefit application process.
  • Excellent communication and interpersonal skills, with the ability to explain complex processes clearly, manage client expectations, and engage respectfully with individuals from diverse backgrounds, including those with histories of incarceration or homelessness.
  • Proficiency in documentation and data entry, with strong attention to detail and the ability to meet data quality standards in both internal systems and funder databases.
  • Organizational and time management skills, including the ability to balance multiple priorities, adhere to deadlines, and maintain productivity in a high-volume, fast-paced environment
  • Knowledge of confidentiality and privacy regulations, including HIPAA and agency-specific protocols, with the ability to handle sensitive information with discretion.
  • Ability to collaborate effectively with internal teams and external partners, including legal, housing, medical, and social service providers, to coordinate referrals and ensure comprehensive care
  • Crisis intervention and problem-solving skills, with the ability to identify barriers, advocate for clients, and mediate or escalate issues when necessary.
  • Adaptability to work in varied settings, including correctional facilities, office environments, and virtual platforms, with a willingness to participate in outreach and marketing activities as assigned.
  • Cultural competency and commitment to equity, with the ability to provide person-centered services in alignment with CUCS's mission and values.

Physical Demands. The physical demands described below are generally required to perform the essential job functions for this role. Reasonable accommodations may be made for individuals with disabilities.
  • Sit and stand for extended periods of time
  • Walk, bend over, reach overhead, grasp, push, pull, and move
  • Lift and move items or equipment weighing up to 10 pounds
  • Walk up/down stairs (note, most agency sites have elevators)
  • Work primarily indoors in a standard, open space office environment and operate standard office equipment. Note that some community-based programs require working outdoors.
  • View and read computer screens and written documents, and enter data into computer
  • Ability to commute via public transportation for lengthy periods of time.
  • Ability to travel to various locations in order to provide services.