California Licensed Employee Benefits Manager

Job Summary

To support a growing portfolio of small employee benefits accounts, the remote California Licensed Employee Benefits Manager will manage day-to-day servicing, maintain client relationships, and promote business growth while working with back office support.

Key responsibilities

• Develop and maintain relationships with clients, carriers, and internal teams to ensure effective account management
• Service all aspects of customer inquiries and policy management, adhering to company procedures and standards
• Utilize resources for workflow efficiency and make recommendations on policy coverages and changes to clients

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 manage multiple tasks simultaneously
• Experience working with offshore teams, particularly in a remote environment