California Licensed Employee Benefits Manager

Job Summary

A company is looking for an Employee Benefits Account Manager, responsible for managing client accounts and providing customer service in the employee benefits sector.

Key Responsibilities

• Serve as the main point of contact for assigned employee benefits accounts, managing day-to-day servicing and retention of policies
• Develop and maintain relationships with clients, carriers, and team members while promoting growth through account rounding and new business
• Utilize back office support for workflows, make recommendations on policy coverages, and ensure adherence to servicing standards

Required Qualifications

• 3 to 5+ years of Employee Benefit Retail Insurance Experience
• Active Life & Health Insurance License
• Proficiency with core Benefits insurance coverages and carrier online platforms
• Strong organizational skills and ability to handle multiple tasks simultaneously
• Ability to work effectively with offshore team members and maintain confidentiality