Benefits Account Manager

Inszone Insurance Services; Temecula (CA); In loco; USD 65.000 - 90.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health, dental, vision, and life-insur

401K with company match

HSA & disability insurance

Paid time off & holidays

Employee Assistance Program

Descrizione del lavoro

Inszone Insurance Services is seeking an Employee Benefits Account Manager to support sales and service for clients, handling changes, updates, and value-added services. This is a full-time, onsite role based in California.

The candidate will manage a diverse client book, cross-sell lines, and coordinate renewal activities while maintaining high service standards. Active employee benefits licensing is required.

Competenze

• Experienced in supporting the sale of employee benefits.
• Ability to manage multiple projects in a fast-paced environment.
• Current professional license for the line of business is required.
• Ability to quickly learn new concepts and systems.
• Proficiency with portals and software used in benefits administration.
• Strong written and verbal communication skills.
• Excellent organizational and teamwork abilities.
• Professional conduct and client service focus.

Mansioni

• Process policy changes and respond to enquiries professionally and promptly.
• 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 interest of both the company and the customer.

Conoscenze

Employee benefits sales

Multi-tasking

Communication

Organizational skills

Team oriented

Quick learner

Professionalism

Computer literacy

Formazione

Active license for employee benefits

Descrizione del lavoro

Employee Benefits Account Manager

• 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.

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 location of your nearest Inszone office by visiting www.inszoneinsurance.com/locations.

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

• Experienced - The ideal candidate will have experience supporting the sale of employee benefits
• Multi-tasking - Ability to successfully manage different projects and tasks in a fast-paced environment.
• Licensed – Current license required.
• 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.
• Computer literate – Ready to use and learn technology, as we work in a variety of portals and software programs.
• 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 incorporate well with the existing team, as well as maintain a positive attitude and good energy in the workplace.
• Professionalism - A senior team member is expected to set the example for other team members, in 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.