Provide critical support to customers through account management, claims management, and day-to-day client oversight
Work collaboratively with the Producer and Account Team managing a book of business
Coordinates and provide day-to-day service for employee benefits clients by maintaining client relationships, supporting client retention, and understanding client needs
Serves as day-to-day contact and provides resolution for client questions and issues
Manages claims and coverage issue resolution for clients’ employees
Develops open enrollment presentations in Microsoft PowerPoint software and conducts benefits webinars for employees and HR Managers
Creates employee benefit booklets using Microsoft PowerPoint and Microsoft Publisher software
Facilitates preparation of open enrollment (OE) packets including SBCs and disclosure notices
Participates in and supports new carrier, plan or vendor implementation including benefits administration system build-out and project management
Performs contract review and facilitates preparation of SPD Wraps, Cafeteria and POP Plan documents
Prepares master group files, client contact sheet, and maintains carrier files
Supports the Account Executive in execution of the client strategy
Requirements
Bachelor’s degree preferred
2 - 4 years of related experience working as an Account Manager, Account Representative and/or a Benefits Analyst in the employee benefits arena (equivalent combination of education and experience is acceptable)
Must hold a valid CA Life Agent license or will obtain
Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals
Ability to write routine reports and correspondence
Ability to speak effectively before groups of customers or employees of organization
Bilingual in English and Spanish a big plus
Proficient in Microsoft Office including Excel, Word and Power Point
Knowledge of Project Management software and database software is preferred
Benefits
health/dental/vision/life/disability insurance
FSA
HSA
401(k) accounts
paid-time-off benefits
eligible bonuses and commissions for full-time positions (30 hours or more)
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