Job Description

Small Group Benefits Account Manager – 100% Remote California

If you have experience in employee benefits handling various sized groups, customer service, and processing, we are looking for your expertise. Our client is seeking a strong, self-motivated candidate who can manage and maintain a book of business with little supervision. The Employee Benefits Account Manager will be responsible for the day-to-day management, processing, and customer service on an assigned book of business.

Responsibilities:

Responsible for providing outstanding customer service to clients
Process new business, market both new and renewal business
Provide timely and courteous service and assistance to clients meeting or surpassing the customers’ expectations
Stay organized with daily and monthly account management meetings and email correspondence to clients, carriers, etc.
Maintain current and accurate customer database files by updating/uploading proper documentation
Complete client service tasks related to new business setup and applications as well as renewal applications and policy research
Occasional travel to clients' place of business for open enrollment or proposal and/or renewal meetings as needed

Requirements:

Active CA Life & Health License required
3+ years’ experience working with employee benefits
Knowledge of multiple health insurance carriers a must
High School Diploma required
4-year college degree preferred
Knowledge of COBRA Administration a plus
Very well organized and able to handle multiple tasks with the ability to prioritize
Ability to effectively communicate via email, phone, and in person in a sincere, kind, and professional manner

What’s in it for you?