Employee Benefits Account Manager - Small Group

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 in Mission Valley, CA is seeking an Employee Benefits Account Manager for an in-office role. You will support small group clients, manage renewals, enrollments and terminations, and work with carriers to quote and implement plans. Bilingual Spanish required; knowledge of Employee Navigator essential.

Two+ years of benefits account management experience, CA Life/Health license, and proficiency with Excel, Word and Outlook are expected. On-screen client meetings as needed.

Qualifications

• Two plus years of benefits account management experience.
• Active CA Life/Health license required.
• Proficient in Excel, Word and Outlook.
• Bilingual Spanish required; familiarity with Employee Navigator.

Responsibilities

• Serve as the primary point of contact for small group clients.
• Manage renewals, policy changes, enrollments, and terminations.
• Allocate 20% of time to renewals sales and 80% servicing.
• Collaborate with carriers to obtain quotes and implement plans.
• Prepare FRPs for advisors and educate clients on options and compliance.
• Assist with open enrollment meetings and client communications.
• Maintain accurate records in the agency management system.
• Work with producers to deliver top-tier client service.

Skills

Bilingual Spanish

Video calls with clients

Education

CA Life/Health license

Tools

Employee Navigator

Excel

Word

Outlook

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

HOURS: Monday - Friday, 8 am - 5 pm

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. Must be Bilingual Spanish. Must know Employee Navigator