Employee Benefits Client Manager II

Lancesoft; San Diego (CA); Presencial; USD 100.000 - 115.000; Jornada completa

Descripción de la vacante

Lancesoft in California is seeking an experienced Employee Benefits Specialist to manage a book of clients alongside Risk Advisors, ensuring superior service.

You will handle submissions, proposals, enrollments, and ongoing client relations, while maintaining data integrity in agency systems and addressing COBRA questions. Strong communication and teamwork are essential to deliver exceptional client experiences.

Formación

• Bachelor's Degree required.
• California Life & Health License required.
• 5+ years experience in Employee Benefits.
• Advanced MS Office skills (Outlook, Word, Excel, PowerPoint).

Responsabilidades

• Develop marketing plans with the Senior Client Manager and Risk Advisors.
• Submit marketing submissions to carriers for new and renewal accounts.
• Prepare proposals and negotiate coverage terms and pricing.
• Manage New Business and Renewal processes.
• Coordinate enrollment meetings and follow up with clients.
• Maintain relationships with clients and carriers; respond within 24 hours.
• Enter client data into Agency Management Systems and handle COBRA inquiries.
• Support risk advisors with client service and issue resolution.

Conocimientos

Interpersonal skills

Communication

Team collaboration

Attention to detail

Educación

Bachelor's Degree

Herramientas

Microsoft Office

EPIC

Descripción del empleo

Provide service to clients in conjunction with the Risk Advisor, managing book of clients independently. Become familiar with all their clients and is responsible for service provided to the assigned customer accounts, ensuring that the client is well serviced. The following details a general list of duties, qualifications, and abilities for this position. Training, resources and continuing education will also be provided by the company to ensure that the new team member is able to accomplish the requirements of the role.

Duties

• Develop marketing plan with Senior Client Manager and/or Risk Advisors and insureds.
• Complete submissions to market new and renewal accounts to insurance carriers.
• Prepare proposals, negotiate coverage terms and pricing.
• Manage the New Business and Renewal process.
• Follow up with carrier to determine plan of benefits, rates, and terms of contract.
• Preparation of spreadsheets, presentations and proposals for new and renewal business for assigned clients, responsible for negotiating coverage terms and pricing.
• Receive and send BOR letters to carriers.
• Set up client in EPIC.
• Follow-up with client to introduce self, gather missing information and establish relationship.
• Plan and conduct open enrollment meetings.
• Submit applications and forms to carriers, audit enrollment 45 days after effective date.
• Terminate previous carriers within 15 days of new policy effective date.
• Maintain positive client and insurance company relationships.
• Proactively contact clients four times per year for the purpose of checking-in and offering support and assistance as may be needed.
• Process and follow up on new hire enrollment forms, request for coverage change and terminations.
• Responsible for integrity of policy data on Agency Management Systems and creation of new client account.
• Manage all claim inquiries, billing discrepancies and delinquent premiums.
• Manage COBRA Administration questions and carrier updates.
• Respond to all client, insurance company or member inquiries immediately but not later than within 24 hours.
• Inform or involve as necessary the Risk Advisor with in-flight emergencies as they occur.

Qualifications

• Bachelor s Degree
• California Life & Health License
• 5+ Years Experience in Employee Benefits
• Advance MS Suite Skills (Outlook, Word, Excel, PowerPoint)

Abilities

• You lead through your actions and embrace your responsibilities.
• You re a continuous learner who is always seeking to improve.
• You put the team first and create ways to make your peers better.
• You deliver an exceptional level of service to those you work with.
• You have strong interpersonal skills and thrive in a team environment.
• You re an effective communicator;both written and verbal.
• You can be trusted to handle confidential and sensitive information.
• You have strong organization and project management skills.
• You have the ability to focus on the task-at-hand and multi-task as needed.
• You re great with attention to detail and producing high-quality work.
• You re able to grasp complex issues and establish proactive solutions to address those issues.
• You have strong editing and writing skills.
• You have a positive attitude and work ethic.

Salary: $100, 000 $115, 000