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Certified Enrollment Specialist (CES)



Searching for CES training? Then you've come to the right place!

ABTrainingCenter.com offers the CES training and certification course for those individuals interested in earning the prestigious Certified Enrollment Specialist designation.

The Certified Enrollment Specialist (CES) designation is the undisputed professional credential that validates a professional’s increased knowledge and understanding of all areas related to Worksite Marketing /Voluntary Employee Benefit Plans.

An individual that has completed this training demonstrates both: an understanding of the time-tested and field-proven professional best practices for the sales and service of a voluntary benefit plan; and, a commitment to self-improvement and professionalism.


Curriculum

The information presented in this program is regarded as the 'Course Criteria', and consists of the following knowledge areas:
  • Definitions
  • Methods & Benefits Of Voluntary Employee Benefit Plans
  • Three Primary Methods Of Payroll Deduction
  • The Four Phases Of Implementing Voluntary Employee Benefits
  • Advantages To Employer / Employees
  • Payroll Deduction Procedures
  • How To Choose Your Products
  • Creating A Market / Prospecting
  • How To Identify Your Market and 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 and 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

Examination Requirements

Candidates are required to pass a certification examination at the completion of the course curriculum. Upon successful completion, they will receive a certificate along with other information on the use of the CES Designation.


Additional Requirements
There are no pre-requisites for applying to complete the course. The categories of people who have completed the course so far include: insurance company home office employees, employee benefit brokers, enrollment case managers, and agent enrollers.


Continuing Education Requirements

Designees are not required to meet any continuing education requirements to maintain their certificant status.


Recommended Courses and Available Training Options

ABTrainingCenter.com offers the Course Criteria for earning the CES designation. To pursue the CES designation, simply select the required course below or search under "Licensing/Designations" in the following search box for "CES - Certified Enrollment Specialist".


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