Benefits Account Manager

RiseMe; Anaheim (CA); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Health, dental, vision, and life for员工

401K with company match

Health Savings Account

Paid time off and holidays

Employee Assistance Program

Job summary

Inszone Insurance Services is seeking a Benefits Account Manager to support the sale of employee benefit programs and provide client service. The role emphasizes changes, updates, and value-added services with a professional standard within a full-time, onsite setting.

Ideal candidates will hold an active license, demonstrate strong communication, organization, and multitasking abilities while collaborating with a sales team to manage renewals and enrollments.

Qualifications

• Licensed – Current license required.
• Multi-tasking – Ability to manage different projects in a fast-paced environment.
• Communication – Clear spoken and written communication for customer satisfaction.
• Organization – Plan and operate in a well-organized manner.
• Team Oriented – Works well in a team with positive energy.
• Computer literate – Able to use and learn various portals and software.
• Engaged – Proactive and capable of building client relationships.
• Experienced – Familiar with group renewal cycle and admin tasks for producers.
• Quick learner – Able to rapidly acquire new knowledge.
• Professionalism – Senior staff set standards for success and professionalism.

Responsibilities

• Process policy changes and respond to enquiries professionally and timely.
• 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.
• Support designated staff.
• Review and respond to renewal activities.
• Follow up and see tasks through to completion.
• Protect the best interests of company and customer.

Skills

Licensed

Multi-tasking

Communication

Organization

Team oriented

Computer literate

Engaged

Experienced

Quick learner

Professionalism

Education

Active license appropriate to the line of business

Job description

Job description –Benefits Account Manager

Benefits

• Group Health, Dental, Vision, and Life Insurance for employee and dependents, with company currently contributing 100% towards base HMO or PPO coverage, with additional options available for expanded coverage and dependent care.
• Health Savings Account, Short-Term and Long-Term disability options
• Paid time off, accrued paid sick days and time off to devote to your favorite charity
• Paid Holidays, including the day after Thanksgiving
• 401K retirement program with company contribution matching
• Access to our Employee Assistance Program

Role

The Benefits Account Manager supports the sales of and provides service for customers. This role is responsible for changes, updates, and value-added services, setting an example in performance and professionalism for other staff members.

NOTE

This role is in no way related to the administration of employee benefits such as one might see in a company Human Resources Department. This role supports the SALE of employee benefits to organizations.

This is a full-time, onsite role. You may find the office nearest you by visiting www.inszoneinsurance.com/locations

Additional compensation may be available for well-qualified candidates.

Responsibilities

• Process policy changes and respond to enquiries with the utmost professionalism and timeliness
• Answer client’s 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.
• Support designated staff.
• Review and respond to renewal activities.
• Follow up and see tasks thru to completion.
• Always protect the best interest of both the company and the customer.

Qualifications

• Licensed – Current license required
• Multi-tasking - Ability to successfully manage different projects and tasks in a fast-paced environment.
• Communication – The ability to speak and write in a clear and calm manner, ensuring customer satisfaction above all.
• Organization – Ability to plan and operate in a well-organized manner.
• Team Oriented – Ability to work as a part of a team, as well as maintain a positive attitude and good energy in the workplace.
• Computer literate– Ready to use and learn technology, aswe work in a variety of portals and software programs. The candidate chosen would build benefit enrollment materials for employees which are created in excel and PowerPoint
• Engaged – Show us you want to be successful and enjoy making connections with people, and you will see opportunities come your way. Our ideal candidate will want to take the ball, and run with it!
• Experienced –The ideal candidate has some understanding of the group renewal cycle and how to support a producer with admin tasks.
• Quick learner – We are looking for someone who can pick up new things rapidly. A quick starter who can integrate new knowledge will be set up for success.
• Professionalism - Senior team members are expected to set the standard for both success and professionalism.

Education and Certification:

• Active license appropriate to the line of business is required.

Physical Requirements:

• Prolonged periods sitting at a desk and working on a computer.

Who We Are

Founded in 2002 in Rancho Cordova, CA, Inszone Insurance Services is a customer-centric, full-service insurance agency established to deliver personalized and comprehensive insurance solutions. Under its current ownership, in 2013 the company embarked on a rigorous expansion strategy. Inszone entered the Nevada market in 2018 and Arizona in 2019. A 2020 partnership with BHMS Investments and a 2023 partnership with Lightyear Capital enabled expansions into additional states, covering nearly half the country by the fall of 2025. Concurrently, Inszone experienced significant internal growth, starting with a team of just 25 employees and now proudly features more than 1,000 team members. This expansion was coupled with the company’s recognition in Insurance Journal’s Top 100 Property/Casualty Agencies list at #29.

Why work for Inszone Insurance?

At Inszone, we’re passionate about the insurance industry and strive to create a unique company that we’re proud to be a part of. With over 20 years of experience in the business, we focus on growing organically and through strategic mergers and acquisitions. Every decision we make is guided by our unwavering commitment to our team members, customers, and our carriers—each an integral part of the Inszone process. Our mission is to deliver comprehensive and personalized insurance solutions, and our guiding values emphasize strong relationships with our customers, ensuring their satisfaction above all. Looking ahead, we aim to further solidify our footprint by establishing locations in all 50 states of the USA. Our journey thus far has been one of resilience, differentiation, and innovation. Guided by our values, goals, and our excellent service to our customers, we will continue our growth trajectory and consistently improve our standing in the industry.

Profitable. Professional. Honest. Positive. Collaborative. Supportive. Committed. Accountable. These values and more are the hallmarks of Inszone.