California Licensed Employee Benefits Representative

Job Summary

Assisting the account management team with the service and retention of small employee benefits clients, the part-time California Licensed Employee Benefits Representative will prepare materials for client meetings, manage client documentation, and provide administrative support while working remotely from California.

Key responsibilities

• Assist account managers with preparation of client meeting materials, including benefit summaries and enrollment procedures
• Track and verify client plan documents, ensuring accuracy and timely responses to outstanding issues
• Maintain client information and documents in the agency management system and respond to requests from internal partners and clients

Required qualifications

• 1+ years of experience in Employee Benefits
• Must hold a life and disability insurance license
• Preferred college degree
• Familiarity with BenefitPoint and ImageRight preferred
• Experience in customer service preferred