Employee Benefits Account Manager
Job Description
• HOURS: Flexible schedule; 7 am – 4 pm, 8 am – 5 pm, 9 am – 6 pm
• WORKSITE: Hybrid Remote; 2 – 3 days working remotely weekly.
• PAY: $28 - $35 an hour (depending on experience).
• BENEFITS: Weekly payroll, direct deposit, online time entry, sick leave pay, and upon meeting eligibility: holiday pay, vacation pay and 401K Retirement Plan.
Job Duties can include, but are not limited to:
• Assume full responsibility for services of assigned customer accounts, process and follow up on new hire enrollment forms, request for coverage change and terminations.
• Assist with completion of RFP’s and prepare quotations for new or renewal coverage, responsible for finalizing applicant information; transmission to carrier and subsequent status follow-ups.
• Preparation of spreadsheets, presentations and proposals for new and renewal business. Preparation materials for open enrollment meetings and assist with meetings when requested.
• Manage all claim inquiries, billing discrepancies and delinquent premiums. Follow up with carriers as needed!
• Work with clients to gather missing information and establish relationship.
Requirements:
• Current CA Life/Health License required!
• Minimum three years recent experience working as an Employee Benefits AM within an Independent Agency environment.
• COBRA and HIPAA knowledge is preferred!
• Proficiency of PC Applications (MS Office and EPIC).
• Effective communicator; both written and verbal.
• Strong organizational and project management skills.
Meet Your Recruiter
Nancy Thai
Account Manager
Since joining SDI Staffing in 2022, Nancy has demonstrated a strong aptitude for talent acquisition and client relations. She initially started as a Recruiter and has successfully transitioned into the role of an Account Manager. She has a deep passion for aiding candidates in their career journeys and takes great satisfaction in collaborating with clients to secure ideal candidates to add to their teams. Nancy's extensive knowledge in both Personal and Commercial Lines insurance, particularly with captive carriers, enables her to provide exceptional service. She works closely with clients to understand their specific needs and consistently delivers the perfect match for their offices.
In her free time, Nancy enjoys working out, trying out new restaurants, and spending time with her family.