Employee Benefits Account Manager

Position Description:

The main duties of the Employee Benefits Account Manager position are to provide excellent client service in all areas in order to maximize client retention and to work with the Producers to market and service new clients.

Position Benefits:

Excellent salary and performance bonuses

Comprehensive employee benefits including; major medical, dental, vision, life, long term disability and a 401k plan with employer matching contribution

Generous Paid Time Off (PTO) schedule

Positive and professional work environment

Paid licensing and paid continuing education

Comprehensive initial orientation and ongoing training is provided

Primary Responsibilities:

Respond to client requests in a timely, effective and professional manner

Respond to Producer requests in a timely, effective and professional manner

Communicate effectively with marketing representatives to market and service clients and prospects

Request policy changes to the insurance company

Maintain computer computer files according to procedures

Work with the client to obtain new and renewal census information on assigned clients

Work with the Producer to decide where to market new business and renewals

Create Request for Proposals to market to insurance companies

Market Requests for Proposals to chosen insurance companies

Work with the team to design the appropriate benefits for each client

Review quotes received for coverage completeness and accuracy

Create proposals for Producer to present to clients and prospects

Coordinate and conduct open enrollments with assistance from the insurance companies

Bind coverage with the appropriate insurance companies

Confirm that plan participants receive health insurance cards

Provide proactive daily client service

Prepare insurance plan summaries for clients and prospects

Attend insurance company meetings

Qualifications:

California Life and Health License

High school diploma

Professional appearance

Excellent people skills

Proficient at using Microsoft Excel

Proficient at using the Ease employee benefit management system

Several years’ experience as an Account Manager in a retail insurance agency

Bilingual in Spanish

Job Type: Full-time

Pay: $70,000.00 - $90,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Paid time off
• Vision insurance

License/Certification:

• Life Insurance License (Preferred)
• Accident & Health Insurance License (Preferred)

Work Location: Hybrid remote in Corona, CA 92879