Job Details |
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| Employee Benefits Account Manager - Hybrid Remote | |
| Job ID: | 00004JD4 |
| Category: | SalesMarketing |
| Location: | CA Calabasas |
| Hours: | 40 Monday to Friday 8am to 5pm |
| Pay: | $80,000.00 $100,000.00 |
| Hybrid Remote Opportunity Available | |
| Job Description Responsible for the care and services of assigned clients and will work collaboratively with the Producer in managing a book of business by coordinating and providing day-to-day service for employee benefits clients by maintaining client relationships, supporting client retention, maintaining strong carrier relationships and understanding client needs. The Account Manager will provide top-notch service to all clients and work within the Employee Benefits Department team to ensure clients needs are met in a timely fashion. Serve as client point of contact for day-to-day eligibility, processing claims, billing and overall administration of the employee benefit plan. Work as a team with Producer and all Account Management Staff. Assist with the complete servicing of new and existing accounts. Manage an assigned book of business comprised of accounts ranging in size form 10-200 employees . Process client applications, terminations, benefit changes. Work with EASE when necessary and other Ben Admin systems. Maintain renewal reports, mailing lists, client data sheets, etc. Assist with all new business and renewal underwriting and submissions to carriers and handle the process from start to finish. Possess working knowledge of all major carrier websites. Must keep up-to-date on all carriers benefit offerings. Manage all client files including benefit summaries, rates, renewal information, etc. Update COBRA rates with TPA. Update benefits booklets, contribution sheets, etc. Work with Producer to coordinate all aspects of renewal process. Keep current on changes in legislation. Build and maintain key client and carrier relationships. Assist assigned clients and EB staff with service questions related to benefits administration, transactional processing, billing, claims issues and problem solving, upon request. Work with Producer, other Account Managers, and Benefits Analyst on all aspects of plan implementation. Assist clients with compliance as needed. Provide stellar custo | |
| Skills Required 3+ years of experience servicing small and large client group health and benefit products with emphasis in small group. Intermediate knowledge of Word, Excel, and PowerPoint. Maintain a valid unrestricted CA Life and Disability License. | |
| Skills Preferred BA Degree in Business, Finance, Insurance or similar. | |