California Licensed Senior Client Representative

Job Summary

A company is looking for a Senior Client Representative - Major Market.

Key Responsibilities

• Provide administrative support to the account management team and handle client inquiries
• Prepare compliance deliverables and manage enrollment processing and client technology solutions
• Assist with client communications and coordinate health fairs and open enrollment meetings

Required Qualifications

• Minimum 2 years of benefits experience at a Brokerage preferred
• Proficient in Microsoft Office and able to learn technology systems
• Ability to manage competing priorities and work independently
• Strong organizational skills and basic project management knowledge
• CA Department of Insurance Life License required (to obtain within 3 months of starting)