California Licensed Employee Benefits Manager

Job Summary

Leading the Employee Benefits Special Accounts team, the full-time California Licensed Employee Benefits Manager will oversee client service, renewal management, and operational workflows for a shared book of small business employee benefits clients in a remote environment.

Key responsibilities

• Lead and supervise the Employee Benefits Special Accounts team, establishing clear expectations for client service and workflow management
• Oversee the service and renewal management of the team's shared book of small business Employee Benefits clients
• Monitor team workload, ensuring timely completion of client requests and service priorities

Required qualifications

• Minimum of 5 years of Employee Benefits insurance experience, including account management and client service
• Prior experience supervising, training, or developing employees is strongly preferred
• Strong working knowledge of Employee Benefits terminology and insurance agency operations
• Current possession of a valid California Life, Accident & Health insurance license
• Proficiency with Microsoft Office Suite and insurance agency management systems; experience with Applied Epic is strongly preferred