Employee Benefits Account Manager

SDI Staffing; San Diego (CA); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Full benefits package

Job summary

SDI Staffing is seeking an Employee Benefits Account Manager for an in-office role in Mission Valley, CA. You will service small group clients, handle renewals, enrollments and terminations, and collaborate with carriers to implement benefit plans.

The ideal candidate has 2+ years in employee benefits, a CA Life/Health license, and proficiency in Excel, Word and Outlook. Bilingual Spanish is required, and open enrollment support is a plus.

Qualifications

• Two plus years of recent experience in employee benefits account management (small group experience preferred).
• Active CA Life/Health license required.
• Proficient with Microsoft Excel, Word, and Outlook.

Responsibilities

• Serve as the primary point of contact for small group clients (20 lives or less).
• Manage renewals, policy changes, enrollments, and terminations.
• 20% selling (renewals) 80% servicing accounts.
• Work with carriers to obtain quotes, process renewals, and ensure plan implementation.

Skills

Bilingual Spanish

Microsoft Excel

Microsoft Word

Microsoft Outlook

Education

CA Life/Health license

Tools

Employee Navigator

Job description

Employee Benefits Account Manager, small group, needed for an Insurance Agency located in Mission Valley!

*Must be Bilingual Spanish

*Must know, and have recent experience with, Employee Navigator

DURATION: Direct Hire

WORKPLACE: This is an in-office position.

PAY: $60,000 - $70,000 per year, depending on experience

BENEFITS: This client offers a full comprehensive benefits package.

Job Duties will include, but are not limited to:

• Serve as the primary point of contact for small group clients (20 lives or less), providing ongoing support and guidance.
• Manage renewals, policy changes, enrollments, and terminations.
• 20% selling (renewals) 80% servicing accounts
• Work closely with carriers to obtain quotes, process renewals, and ensure accurate plan implementation.
• Put together FRP’s for the advisors.
• Educate clients on benefit options, compliance requirements, and industry trends.
• Assist with open enrollment meetings and employee communications.
• Maintain accurate records in the agency management system.
• Collaborate with producers and other team members to deliver top-tier service.

Requirements:

• Two plus years of recent experience in employee benefits account management (small group experience needed).
• An active CA Life/Health license is required.
• Proficient with Microsoft Excel, Word, and Outlook.
• Must know all lines of Employee Benefits; medical, dental, vision, etc.
• Must also be familiar with Carriers and understand how underwriting works.
• Must be comfortable on screen for video calls with clients as needed.