Benefits Account Executive

ADP, Inc.; Anaheim (CA); On-site; USD 68,770,000 - 85,962,000; Full time

Benefits offered by this job

Health, Dental, Vision, Life Insurance

Health Savings Account

Paid time off

Paid Holidays

401K with company matching

Employee Assistance Program

Job summary

Inszone Insurance Services seeks a Benefits Account Manager in Anaheim, CA to support the sale of employee benefits and provide client service. This role handles changes, enrollments, and value-added services while maintaining professionalism across staff.

The role emphasizes high standards, multi-tasking, and building enrollment materials in Excel and PowerPoint. A current license is required, with potential for additional compensation for qualified candidates.

Qualifications

• Active license appropriate to the line of business is required.
• Multi-tasking in a fast-paced environment is essential.
• Clear and calm communication with clients is mandatory.
• Excellent organizational skills and ability to work in a team.
• Strong computer literacy across portals and software.
• Engaged and proactive attitude toward selling and service.

Responsibilities

• Process policy changes and respond to enquiries with professionalism and timeliness.
• Answer client questions regarding payments and notices.
• Process endorsements for clients.
• Manage a diverse book of house accounts.
• Cross-sell additional lines of business to existing customers.
• Review and respond to renewal activities.
• Follow up and see tasks through to completion.
• Protect the best interest of both company and customer.

Skills

Licensed

Multi-tasking

Communication

Organization

Team Oriented

Computer literate

Engaged

Experienced

Quick learner

Professionalism

Education

Active license

Tools

Excel

PowerPoint

Job description

Inszone Insurance Services seeks a Benefits Account Manager in Anaheim, CA to support the sale of employee benefits and provide client service. This role handles changes, enrollments, and value-added services while maintaining professionalism across staff.

The role emphasizes high standards, multi-tasking, and building enrollment materials in Excel and PowerPoint. A current license is required, with potential for additional compensation for qualified candidates.