Employee Benefits Account Manager
Job Description
- HOURS: Full-Time Hours, Mon-Fri, 8:00 AM-5:00 PM
- DURATION: Direct Hire
- WORKPLACE: In-office and hybrid options available, with 100% remote opportunities for candidates residing in California who do not reside in or near the Carlsbad area.
- PAY: $75,000 - $95,000 per year, depending on experience.
- BENEFITS: This client offers a full comprehensive benefits package: medical, dental, vision, life, LTD, FSA, and more.
Job Duties will include, but are not limited to:
The Employee Benefits Account Manager works collaboratively with the Producer managing a book of business and prospective clients, mostly small groups. Coordinates and provides day-to-day service for employee benefits clients by maintaining client relationships, supporting client retention, maintaining strong carrier relationships and understanding client needs. Serves as day-to-day contact and provides resolution for client questions and issues.
Book size is to be determined (will depend on experience).
Prospects/Renewals: Gather client census data, current / renewal plan design and rate information and any additional related materials required to prepare RFP for client renewals and prospective groups. Prepare and coordinate materials for the enrollment process and other formal client presentations. Work with carrier representatives to coordinate activity for a smooth implementation of new plans.
Client Services: Manage claims and coverage issue resolution for clients and their employees. Act as liaison between client and carrier to research and resolve coverage, claim and administrative problems. Provide guidance to clients and their staff regarding their benefit program in detail.
Requirements:
- Minimum of three to five years’ experience recently working as an Employee Benefits Account Manager, working within an independent agency environment.
- The qualified candidate must hold an active CA Life/Health License.
- EASE and EE Nav experience a plus. Also experience with AgencyBloc is a plus!
- This position requires an individual who is comfortable working at a varying pace, managing multiple tasks and deadlines simultaneously, adjusting priorities often, and managing frequent interruptions; attention to detail is also a must.
- Strong oral and written communication skills with the ability to effectively interact with various levels within the organization are required. Demonstrated computer proficiency – Microsoft Office Suite, Outlook, and industry-related websites and quoting engines, etc. also essential. Proficiency in math, strong analytic and quantitative skills are strongly desired.
Meet Your Recruiter
Director of Recruiting
Sharlene has been with SDI Staffing since 1998. She is most passionate about recruiting, helping candidates find a successful career in insurance, and assisting clients with finding the top talent they are seeking. Currently, Sharlene works as the Director of Recruiting / Sr. Account Manager. She evaluates applicants on their skills, education, work history, personality and salary requirements. She also works with clients to assist them in their search for applicants that have the experience and skills they are seeking for their office. Sharlene is also a mentor and assists the team with training and answering any questions about staffing or office procedures. She is an active member of Professional Women in Insurance, California Staffing Professionals and the American Staffing Association. She is trained in CA Employment and Sexual Harassment Law (FMLA, Meal & Rest Periods, Exempt & Non-Exempt Employees, etc.).
Sharlene was born and raised in San Diego, CA. She enjoys traveling as well as spending time with her husband, their two Labs, family and friends.