Employee Benefits Associate Account Manager (Assistant)
Job Description
As an Associate Account Manager, you’ll work closely with Account Managers to support clients in navigating the world of employee benefits.
This role is designed as a development position — giving you hands-on experience with renewals, client service, carrier coordination, and open enrollment — with the goal of growing into a full Account Manager role over time.
• HOURS: Monday – Friday, 8:00 am – 5:00 pm
• DURATION: Direct Hire
• WORKPLACE: In office only.
• PAY: Position can pay $60,000 - $75,000, depending on experience.
• BENEFITS: This client offers a full comprehensive benefits package to include Medical, Health Reimbursement Account, 401(k) with a match PTO and Sick Pay.
MORE BENEFITS!
This agency offers a Summer Schedule! For the months of June and July, staff can leave every other Friday at 1 pm and will be paid for a full day.
During 4th quarter, the agency buys lunch for the staff once a week.
(During 4th quarter to early January, the agency is very busy so it is hard to approve time off during this time.)
Family environment to include a supportive team, open door policy and things such as a chili-cook off!
Job Duties will include, but are not limited to:
Account Manager Support
- Assist Account Managers with day-to-day client service needs.
- Help prepare renewal spreadsheets, presentations, and client communications.
- Support the coordination of carrier quotes and proposals.
- Communicate with carriers, TPAs, and vendors to gather information and resolve issues.
- Assist with processing enrollments, changes, and terminations.
- Help ensure compliance documentation and reporting is accurate and timely.
- Support preparation for open enrollment meetings.
- Assist with employee communications and materials.
- Attend client meetings to observe and gradually take on presentation responsibilities as you grow in the role.
- Help manage timelines and track deliverables during renewal cycles.
- Maintain organized client files and documentation.
- Identify trends in client questions and help develop proactive solutions.
- Learn benefit plan structures including medical, dental, vision, life, disability, and FSAs.
- Build industry knowledge and regulatory understanding.
- Work toward increased client-facing responsibility over time.
Requirements:
• The qualified will have 1–3 years of recent experience in employee benefits, insurance, HR, or a related field (brokerage experience a plus).
• It is preferred the candidate hold an active Life/Health license. If not, the candidate must be willing and eligible to obtain a Life/Health license.
• Proficient with Microsoft Excel, Word, and Outlook.
• Organized, detail-oriented, a team-player and proactive.
• Must be able to multi-task and juggle priorities with ease.
• Bachelors degree.
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.