Employee Benefits Account Manager
Job Description
- HOURS: Full-Time Hours, Mon-Fri, 8:00AM-5:00PM (Flexible start schedule offered)
- DURATION: Direct Hire
- WORKPLACE: This is an in-office position. Flexibility is offered!
- A HYBRID SCHEDULE will be considered if the AM has 10+ years, stable and recent experience.
- PAY: $60,000 - $80,000 per year, depending on experience.
- BENEFITS: This client offers a full comprehensive benefits package
Job Duties will include, but are not limited to:
Small group experience is needed for this role. Large group experience is a plus!
Book is approximately $300k - $500k in premium; varied clients.
Will assist two Producers with new business and renewals as well as preparing proposals and presenting presentations.
- Assist employees with day-to-day questions.
- Identify and resolve claim/billing issues, working with the employee and the insurance carrier.
- Act as the employee liaison to internal service departments within the benefits division, including Flexible Spending Accounts and COBRA.
- Respond to all employee inquiries, including any Open Enrollment, Affordable Care Act (ACA), compliance and legislative questions.
- Assist callers with questions regarding Life Insurance, Short-Term Disability and Long-Term Disability.
- Assist in all areas of the enrollment process, including eligibility, qualifying events, terminations and plan design clarification.
- Provide, with a positive attitude, a high level of support in obtaining, maintaining, expanding and servicing accounts.
- Assist prospects/insureds until a producer is available.
- Keep producers fully informed of all important activities on their accounts.
Requirements:
- Minimum of three years’ experience recently working as an Employee Benefits Account Manager within an Independent Agency environment.
- The qualified candidate must hold an active CA Life/Health license.
- Proficient with Microsoft Excel, Word, and Outlook.
- EPIC experience preferred, but not mandatory.
- Ability to work in a fast paced environment and handle multiple projects.
- Occasional travel for business and training may be required of this position.
- Must be able to remain in stationary position.
Meet Your Recruiter
Sharlene Theakston
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.