License Insurance Agent

Fairway Staffing Solutions; Santa Ana (CA); On-site; USD 50,000 - 70,000; Full time

Job summary

Fairway Staffing Solutions is seeking a License Insurance Agent in Santa Ana, California, responsible for supporting clients with employee benefits administration and insurance services. The ideal candidate possesses an active California Life & Health License and is bilingual in English and Spanish.

This role includes assisting with client communications, processing employee benefit plan changes, and maintaining accurate records in relevant systems. Candidates should have strong knowledge of employee benefits, insurance regulations, and excellent communication skills.

Qualifications

• Active California Life & Health License required.
• Strong understanding of insurance carrier systems and regulations.
• Previous insurance sales or benefits administration experience highly preferred.

Responsibilities

• Assist producers with client communications and proposals.
• Utilize carrier portals for policy support.
• Explain benefit plan coverage and eligibility to clients.

Skills

Bilingual in English and Spanish

Strong understanding of employee benefits

Excellent verbal and written communication skills

Education

High school diploma or equivalent

Bachelor's degree

Tools

EASE employee benefits platform

Sagitta

AMS 360

Microsoft Office Suite

Adobe PDF software

Job description

License Insurance Agent

The Benefits Account Manager / Insurance Service Representative is responsible for supporting clients with employee benefits administration, insurance communications, policy servicing, and coverage support. This role requires strong knowledge of employee benefits, insurance carrier systems, and California Life & Health insurance regulations.

Key responsibilities include:

• Assist producers with client communications, proposals, and policy support
• Utilize carrier portals including Kaiser, Health Net, Anthem Blue Cross / Blue Shield, Cal Choice, Warner Pacific, and United Healthcare
• Deliver policy and plan documentation to clients
• Follow up with clients regarding changes affecting benefit coverage needs
• Process employee benefit plan changes, corrections, additions, and deletions
• Explain benefit plan coverage, eligibility, and insurance options to subscribers
• Coordinate with third-party vendors regarding COBRA administration
• Maintain accurate records within EASE, Sagitta, and/or AMS 360 systems
• Support overall client service and account management activities

Job requirements include:

• Active California Life & Health License required
• Bilingual in English and Spanish required
• Strong understanding of employee benefits, life insurance, and financial planning concepts
• Ability to explain complex insurance plans and policies clearly
• Experience with EASE employee benefits platform, Sagitta and/or AMS 360, Microsoft Office Suite (Excel, Word, PowerPoint), and Adobe PDF software
• Excellent verbal and written communication skills
• Previous insurance sales or benefits administration experience highly preferred
• High school diploma or equivalent required; Bachelor's degree preferred