California Licensed Associate Account Manager

Job Summary

A company is looking for an Associate Account Manager to support the management of client accounts and ensure service deliverables meet client expectations.

Key Responsibilities

• Serve as an advisory contact for clients on day-to-day issues
• Manage Form 5500 processes and conduct post open enrollment audits
• Create client deliverables, including employee communication materials and participate in client presentations

Required Qualifications, Training, and Education

• 2+ years of experience in a broker agency or benefit administration firm
• Current Life and Health license
• Thorough knowledge of health and ancillary products
• Working knowledge of Microsoft Office products
• Bachelor's Degree preferred