Benefits Account Manager: Client Success & Renewal Lead

Crest Insurance Group; San Diego (CA); On-site; USD 70,000 - 100,000; Full time

Job summary

Crest Insurance Group seeks a Benefits Account Manager to service and expand our benefits book. You will build client and carrier relationships, manage renewals, and coordinate open enrollment with internal teams. Requires an active Health and Life Insurance license and strong client-service skills.

The role offers a path within a growing brokerage with broad benefit programs and carrier partnerships. We value organization, communication, and independent work habits, and provide a competitive

Qualifications

• Must have and maintain a current Health and Life Insurance license.
• High School Diploma/GED and a minimum of 2 years of related experience.
• Proficient in Microsoft Office (Outlook, Word, Excel, PowerPoint).
• Ability to navigate various carrier websites to retrieve items for processing or customer inquiries.
• Associates or Bachelor's degree preferred; HR experience or knowledge is a plus.

Responsibilities

• Build and maintain key client and carrier relationships by phone, email, and in-person.
• Document all client interactions in Crest's Agency Management System accurately and timely.
• Assist clients and Crest team with service questions related to administration, billing and claims.
• Collaborate with Producers and Account teams to create and manage renewal timelines and proposals.
• Lead service meetings to demonstrate capabilities, review compliance, and train client staff as needed.
• Review renewal offers and prepare responses to RFPs; coordinate plan design changes with vendors.

Skills

Highly organized

Excellent communication

Independent worker

Education

Health and Life Insurance license

High School Diploma/GED

Associates or Bachelor's degree

Tools

EPIC

Zywave

ThinkHR

EASE

Employee Navigator

Job description

Crest Insurance Group seeks a Benefits Account Manager to service and expand our benefits book. You will build client and carrier relationships, manage renewals, and coordinate open enrollment with internal teams. Requires an active Health and Life Insurance license and strong client-service skills.

The role offers a path within a growing brokerage with broad benefit programs and carrier partnerships. We value organization, communication, and independent work habits, and provide a competitive