Employee Benefits Account Manager

San Diego, CA 92130

Employment Type: Direct Hire Job Category: Employee Benefits Job Number: 7537

Job Description

Employee Benefits Account Manager needed for an Insurance Agency located in Del Mar.
  • 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.

  • 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.

Send an email reminder to:

Share This Job:

Related Jobs:

Login to save this search and get notified of similar positions.

About San Diego, CA

Ready to embark on an exciting career journey in sunny Southern California? Explore our job opportunities in the thriving city of San Diego! Known for its stunning beaches, perfect weather, and vibrant culture, San Diego offers a unique combination of career growth and quality of life. With renowned attractions like Balboa Park, the San Diego Zoo, and the USS Midway Museum, along with a diverse culinary scene and a plethora of art galleries and theaters like the La Jolla Playhouse, there's always something new to experience. Whether you're a sports enthusiast looking to cheer for the Padres at Petco Park or seeking outdoor adventures at Torrey Pines State Natural Reserve, San Diego has something for everyone. Begin your job search today and discover why this picturesque city is the perfect place to elevate your career!