California Licensed Employee Benefits Manager

Job Summary

To support a growing portfolio of small employee benefits accounts, the full-time California Licensed Employee Benefits Manager will manage client relationships, oversee day-to-day servicing of accounts, and coordinate resources for new business and renewals in a remote work environment.

Key responsibilities

• Develop and maintain relationships with clients, carriers, and team members while servicing all aspects of customer service
• Manage policy retention and promote growth through account rounding and new business initiatives
• Utilize back office support for workflows and ensure adherence to servicing standards while maintaining a paperless workflow

Required qualifications

• 3 to 5+ years of Employee Benefit Retail Insurance experience
• Active Life & Health Insurance License
• Proficiency with core benefits insurance coverages and experience with the California Employee Benefit Market
• Demonstrated ability to effectively communicate with clients and internal staff
• Strong organizational skills and the ability to manage multiple tasks simultaneously