Employee Benefits Account Manager
Job Description
What's in it for you?
This agency is committed to a healthy work/life balance and a positive, team-oriented culture. Benefits include flexible start times, 14 paid holidays, generous vacation and sick pay, ongoing training, opportunities for professional growth, team celebrations throughout the year—and their beloved office dog!
- HOURS: Monday – Friday, 8 am – 5 pm (can later move to 8 am – 4:30 pm or 8:30 am – 5:30 pm)
- DURATION: Direct Hire
- WORKPLACE: This is an in-office position – on-site only.
- PAY: $30.00–$40.86 per hour, based on experience, qualifications, and demonstrated skills.
- BENEFITS: This client offers a full comprehensive benefits package to include:
- 401(k) matching
- Dental insurance
- Disability insurance
- Health insurance
- Paid time off
- Vision insurance
In this client-facing role, the Account Manager will partner closely with Producers for new business, renewals, and day-to-day service.
The ideal candidate has employee benefits insurance experience, including group medical, dental, life, and ancillary products, and a strong working knowledge of benefit plan basics.
Key Responsibilities
- New business: Support Producers with information gathering, applications, quoting, proposal preparation, and accurate data entry into the agency system.
- Renewals: Maintain the Expiration Report; partner with Producers to plan each renewal; gather renewal data and applications; obtain quotes; prepare proposals; assist with presentations; and update the agency system throughout the process.
- Open Enrollment support: Occasional travel may be required to support Open Enrollment meetings.
- Customer service: Provide day-to-day verbal and written support to clients, including questions on coverages, claims assistance, and policy changes.
- Maintain detailed, accurate account files and ensure documentation and correspondence are properly recorded in the agency management system.
- Scan, attach, and organize documents in the agency system to ensure complete, up-to-date records.
- Be available to clients, Producers, support staff, and leadership during normal business hours.
- Maintain a high level of product and service knowledge to effectively support clients.
Requirements:
- Minimum of 3 - 5 years’ recent experience working as an Employee Benefits Account Manager, working within an independent agency environment.
- Must have and also maintain a California Life, Accident & Health or Sickness Insurance License in good standing, including completing required continuing education on time.
- Proficient with Microsoft Excel, Word, and Outlook.
- Ease experience.
- Experience with SalesForce preferred.
- Knowledge of benefits administration processes and compliance standards (e.g., HIPAA)
- Strong analytical skills to evaluate client needs, benefits options, and market trends
- Must be highly organized, detail-oriented, and dependable—able to manage multiple priorities in a fast-paced, professional environment while collaborating with clients and teammates. Self-motivated and excited to keep learning in a specialized niche!
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.