WHAT ARE THE ADVANTAGES OF BECOMING A CERTIFIED ENROLLMENT SPECIALIST?

A professional wants to attain the Certification / Designation that applies to their industry niche. It shows that their knowledge base is complete to at least the "industry standard" level. In addition the information that is part of the course is going to add to a person's understanding of what they do, and the result should be an increase in the amount of service they provide and a corresponding increase in their income. 

_{WHO AUTHORIZES / RECOGNIZES THE CES DESIGNATION?}

• That question is ultimately answered by the marketplace. This course is consistent with the Workplace Benefits Association mission to expand Worksite Marketing by improving professionalism and creating a greater awareness of the benefits available through this distribution system. We are proud to offer it and firmly believe that the entire Worksite Marketing industry will benefit from having a recognized designation that represents a substantive and important body of knowledge gathered from the top professionals in our field. There are several factors that cause the Workplace Benefits Association to believe the CES Designation will become recognized and accepted throughout the industry:

• The Workplace Benefits Association is the largest organization of its kind within the Worksite Marketing industry. Since November of 1997, we have circulated over 1,000,000copies of Benefits Marketing Magazine (previously known as Insurance Distribution & Enrollment and THE PROFESSIONAL ENROLLMENT SPECIALISTS Magazine and grown to over 2,000 members.

• The Workplace Benefits Association has been approved as a provider of Continuing Education in 36 states and is pending approval in 4 others.

• The course content has been developed by Walter B. Podgurski, author of the leading book on selling insurance through payroll deduction. Further it has been edited and embellished by Jim Ouimet, former President and CEO of a Life Insurance Company specializing in distribution through Worksite Marketing and a twenty year payroll deduction veteran.

• Four major payroll deduction life insurance companies have already licensed this course / designation for use with their agents.

IS THERE CE CREDIT AVAILABLE FOR COMPLETING THE COURSE AND ACHIEVING THE CES DESIGNATION?

No, and there is a very good reason why the Workplace Benefits Association did not want to remove the heavy "marketing" emphasis of the course content. State Insurance Department guidelines almost universally disallow material of a marketing or sales nature for CE credit. The Workplace Benefits Association does have a CE Course approved in 36 states entitled "Business Insurance -Voluntary Employee Benefit Plans."

WHAT IS THE PROCESS FOR ACHIEVING THE CERTIFIED ENROLLMENT SPECIALIST DESIGNATION?

A person who wants to achieve the CES Designation should do the following:

• Register with the Workplace Benefits Association.

• Complete the course criteria.

• Submit their examination to the Workplace Benefits Association for grading. Upon successful completion they will receive a certificate along with other information on the use of the CES Designation.

OVERVIEW OF THE CES - CERTIFIED ENROLLMENT SPECIALIST DESIGNATION / CERTIFICATION COURSE

• Certified Enrollment Specialist Definition

• Objectives

• Definitions

• Market Analysis -1993 LIMRA Study:

• Market Analysis - The International Society Of Certified Employee Benefits Specialists Survey Of 554Companies In 1997:

• Methods & Benefits Of Voluntary Employee Benefit Plans

• Three Primary Methods Of Payroll Deduction

• The Four Phases Of Implementing Voluntary Employee Benefits

• The Challenge

• Advantages To Employer

• Advantages To Employees

• Payroll Deduction Procedures

• How To Choose Your Products

• Creating A Market / Prospecting

• How To Identify Your Market

• How To Pre-Qualify Your Prospects

• Pre-Qualification Sources

• Referred Leads

• Association Endorsements

• Speaking Directly With The Decision-Maker

• Consulting With The Organization

• Presentation Outline - Employer

• Establishing Credibility

• Establishing The Problem

• Presenting The Solution

• Five Employer Closes

• Objection List

• Quality Enrollment & Communication Arrangements

• Business Enrollment Workflow Checklist

• Professional Enrollment Arrangements

• Establishing / Confirming

• Key Strategy

• Payroll / Personnel Department

• Information You Will Need To Receive And Confirm
  With The Payroll Department

• Employee Enrollment Report

• Department Heads

• Enrollment Communication Procedures (Traditional)

• Individual Enrollment Communication Procedures

• Individual Presentations

• Group Enrollment Communication Procedures

• Enrollment Meetings

• Combining Group & Individual Meetings

• Voluntary Enrollments

• Post Enrollment Service & Sales

• Post Enrollment Sales Strategy

• Annual Re-Enrollments

• Voluntary Benefits For Unions / Labor Organizations

• Union / Employee Association

• Voluntary Benefits For Credit Unions

• Employee Benefit Statements

• Out-Sourcing Enrollment

• New Enrollment Technology

• Worksite Marketing Products

• Underwriting -
  Life Insurance

• Voluntary Term Life Insurance

• Cash Value Life Insurance

• Group Cash Value Life Insurance

• Life Insurance Riders

• Disability Income

• Supplemental Health

• Critical Illness Insurance
  Vision Plans

• Dental Plans

• Long-Term Care

• Legal Plans

• Section 125 - (Cafeteria Plans)

• Single Source Billing
  Enrollment Of Core Benefit Plans

• Enrollment Of Core Benefit Plans

• "Barriers To Exit" Strategies
  N.A.P.E.S./eSI Statement Of Principles

• N.A.P.E.S. /eSI Mission Statement

Register Here