Employee Benefits Account Manager

Position Description

Your role includes but is not limited to :

We are a very established insurance and benefits brokerage firm based in the Peninsula with clients throughout California. For over 30 years, we have offered customized solutions and we are now looking to add another Account Manager to our team.

You will have the resources of a big agency while having the freedom of a boutique agency.

We provide employee benefits solutions for small to medium sized businesses, typically those with 2 to 250 employees. You will support a portfolio of clients, investing the majority of your time in customer service, acting as the face of our company to your clients. The role covers everything from open enrollment to claims to billing, and you can expect to be communicating via phone and email for much of your day. You will handle a large, busy portfolio, but you won't have to sell or market renewals, giving you plenty of time to provide outstanding service.

• Provide understanding and guidance as clients navigate their employee benefit needs and handle issues.
• Manage ongoing client service relationships for your assigned portfolio
• Maintain open and clear communication channels with clients, producers and internal partners
• Communicate due dates, timelines and expectations to clients and partners
• Identify problems and develop strategic solutions
• Help administer renewals, including preparing appropriate contractual changes
• Conduct employee meetings / presentations
• Develop employee memorandum drafts for clients to communicate annual renewal changes, enrollment procedures, miscellaneous benefit changes and / or clarifications, and more
• Develop and maintain excellent carrier relationships

Position Requirements :

Submit an Application See Other Positions Benefits Include : ✓ Medical✓ Dental✓ Vision✓ Disability✓ Life Insurance✓ 401(k)✓ Competitive Area Salary✓ Remote Work Options✓ Fun Staff Events