Suggested E-Learning Courses by Focus Area

E-learning options are available for every level of your career, whether you’re a generalist or your work focuses on specific areas within benefits. Recommended courses for the key areas of generalist, health care and retirement are listed.

Level 1
Great Tool for On-Boarding

Introductory benefits knowledge for recent college graduates and insurance producers, newly hired administrative support staff, call center employees, or those needing a topical refresher
Human Resources Generalist
Responsible for both health and welfare and retirement
Health Care Benefits Professionals Retirement Professionals
PLUS frequently added one-hour courses on compliance and emerging topics
Level 2
Excellent Tool for Career Development

Intermediate knowledge for professionals with at least one to three years of experience in the benefits field,
as well as those new to benefits from another area of human resources, or insurance producers with
some selling experience
Human Resources Generalist
Responsible for both health and welfare and retirement
Health Care Benefits Professionals Retirement Professionals
PLUS frequently added one-hour courses on compliance and emerging topics
Level 3
Excellent Tool for Talent Management

Advanced knowledge for professionals with four-plus years of experience in benefits and those who need
to become more specialized in a given area
Human Resources Generalist
Responsible for both health and welfare and retirement
Health Care Benefits Professionals Retirement Professionals
PLUS frequently added one-hour courses on compliance and emerging topics