Employee Benefits Assistant needed for an agency in La Mesa, CA.
Job Description
- HOURS: Part time; minimum 20 hours+ a week and hours to be increased during 4th quarter.
- DURATION: Direct Hire
- WORKPLACE: In office only.
- PAY: $25.00 - $30.00 per hour, depending on experience.
- BENEFITS: This client offers a full comprehensive benefits package: to include Medical offered (the agency pays a portion of the benefits for the employee). Dental and Vision (the agency pays 100% for each for the employee)
- Will assist with servicing the agency book of business; Medicare and Group & Individual (Covered CA).
(If no Medicare experience, training will be provided)
- The position would entail answering the main office phone and routing calls to the appropriate department.
- Learn and manage the agency AMS system called AgencyBloc.
- Document, follow up and update customer and broker records based on interaction in a timely manner.
- Troubleshoot, assist, and resolve client and broker questions.
- Understand and maintain a knowledge base of the evolving products and services in the Benefits space.
- Provide assistance with office and policy administration to renewal preparation, cross-selling and marketing coordination using AgencyBloc CRM system.
- Handling service requests, processing applications and answering incoming emails and phone calls.
- Assist broker in prospecting / generating new business through leads and referrals from COI’s, Physician offices.
Requirements:
- Minimum of 2 years of experience recently working in Small Group and Individual benefits within an Insurance Agency environment.
- The qualified candidate must hold an active CA Life/Health license.
- Proficient with Microsoft Excel, Word, and Outlook.
- Possess professional phone/customer service skills
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.