Account Manager, Employee Benefits
$90,000–$105,000 year
On-siteLos Angeles, California, United States or Irvine, California, United States
Job Summary
Manage the account-service process by serving as the primary point of contact for client eligibility, claims, billing, and benefit administration inquiries. Analyze client objectives to compare insurance plans, establish strong relationships with carriers, and lead the implementation of new or renewal benefit programs. Prepare quotes, proposals, and open enrollment packets while auditing billing issues and conducting renewal presentations. Facilitate system updates for HRIS platforms, review contracts line-by-line for accuracy, and generate annual legal notices and disclosures. Partner with producers to develop client strategies, benchmark plans, and solicit feedback to improve service delivery.
Required Qualifications
- High School Diploma / GED
- College degree strongly preferred
- 3-5 years of benefit insurance related experience (brokage preferred) or equivalent combination of education & experience
- Life & Health License or willingness to obtain with 3 months
- Ability to effectively and professionally communicate orally and in writing with internal and external customers
- Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public
- Critical Thinking: Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems
- Desire to learn and grow within the insurance industry
- Ability to respond to customer needs, solicit customer feedback to improve service, and handle difficult or emotional customer situations promptly and accurately
- Confidence and demeanor to effectively interact with all levels within the organization
- Ability to develop and maintain strong client relationships; work effectively with insurance and service vendors to gain cooperation in meeting clients' needs
- Ability to effectively work with a team and coach others in developing their skills and abilities
- Ability to efficiently gather pertinent information and facts, analyze and solve problems timely and thoroughly
- Problem Solving: Ability to identify complex problems and review related information to develop and evaluate options and implement solutions
- Ability to prioritize and organize multiple tasks and responsibilities in order to complete assignments on time and with optimal accuracy
- Computer skills: proficiency with Microsoft Office Suite, Outlook and agency management systems
- Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages
- Must be able to communicate and exchange accurate information
- Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer
- The person in this position needs to occasionally move about inside the office to access file cabinets, office machinery, etc.
- 2-5 years of relevant experience
- High school or equivalent
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