Senior Benefits Account Manager

Inszone Insurance Services; Temecula (CA); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Group health, dental, vision, and life

Health Savings Account

Paid time off

Paid holidays

401K with company matching

Employee Assistance Program

Job summary

Inszone Insurance Services is seeking a Benefits Account Manager to support the sale of employee benefits and deliver service for customers. This full-time, onsite role focuses on changes, updates, and value-added services while exemplifying performance and professionalism for staff.

Note: This role supports the sale of employee benefits (not HR administration). Offices are located through Inszone Insurance Services locations.

Qualifications

• Ability to manage multiple projects and tasks in a fast-paced environment.
• Clear and calm written and verbal communication, ensuring customer satisfaction.
• Well-organized planning and operations.
• Team collaboration with positive energy in the workplace.
• Comfort with using portals and software; ability to build enrollment materials in Excel/PowerPoint.
• Proactive, eager to succeed and communicate with people.
• Some understanding of the group renewal cycle and related admin tasks.
• Fast starter who can learn new knowledge quickly.
• Senior staff should model professionalism for the team.

Responsibilities

• Process policy changes and respond to enquiries with professionalism and timeliness.
• Answer client questions regarding payments and notices.
• Process endorsements for clients.
• Manage a diverse book of house accounts.
• Cross-sell additional lines of business to existing customers.
• Support designated staff.
• Review and respond to renewal activities.
• Follow up and see tasks through to completion.
• Always protect the best interest of both company and customer.

Skills

Multi-tasking

Communication

Organization

Team Oriented

Computer literacy

Engaged

Experienced

Quick learner

Professionalism

Education

Active license appropriate to the line of business

Job description

• Group Health, Dental, Vision, and Life Insurance for employee and dependents, with company currently contributing 100% towards base HMO or PPO coverage, with additional options available for expanded coverage and dependent care.
• Health Savings Account, Short-Term and Long-Term disability options
• Paid time off, accrued paid sick days and time off to devote to your favourite charity
• Paid Holidays, including the day after Thanksgiving
• 401K retirement program with company contribution matching
• Access to our Employee Assistance Program

Benefits

• Group Health, Dental, Vision, and Life Insurance for employee and dependents, with company currently contributing 100% towards base HMO or PPO coverage, with additional options available for expanded coverage and dependent care.
• Health Savings Account, Short-Term and Long-Term disability options
• Paid time off, accrued paid sick days and time off to devote to your favourite charity
• Paid Holidays, including the day after Thanksgiving
• 401K retirement program with company contribution matching
• Access to our Employee Assistance Program

Role

The Benefits Account Manager supports the sales of and provides service for customers. This role is responsible for changes, updates, and value-added services, setting an example in performance and professionalism for other staff members.

NOTE: This role is in no way related to the administration of employee benefits such as one might see in a company Human Resources Department. This role supports the SALE of employee benefits to organizations.

This is a full-time, onsite role. You may find the office nearest you by visiting www.inszoneinsurance.com/locations

Additional compensation may be available for well-qualified candidates.

Responsibilities

• Process policy changes and respond to enquiries with the utmost professionalism and timeliness
• Answer client’s questions regarding payments and notices.
• Process endorsements for clients.
• Manage a diverse book of house accounts.
• Cross-sell additional lines of business to existing customers.
• Support designated staff.
• Review and respond to renewal activities.
• Follow up and see tasks thru to completion.
• Always protect the best interest of both the company and the customer.

Qualifications

• Licensed – Current license required
• Multi-tasking - Ability to successfully manage different projects and tasks in a fast-paced environment.
• Communication – The ability to speak and write in a clear and calm manner, ensuring customer satisfaction above all.
• Organization – Ability to plan and operate in a well-organized manner.
• Team Oriented – Ability to work as a part of a team, as well as maintain a positive attitude and good energy in the workplace.
• Computer literate – Ready to use and learn technology, as we work in a variety of portals and software programs. The candidate chosen would build benefit enrollment materials for employees which are created in excel and PowerPoint
• Engaged – Show us you want to be successful and enjoy making connections with people, and you will see opportunities come your way. Our ideal candidate will want to take the ball, and run with it!
• Experienced –The ideal candidate has some understanding of the group renewal cycle and how to support a producer with admin tasks.
• Quick learner – We are looking for someone who can pick up new things rapidly. A quick starter who can integrate new knowledge will be set up for success.
• Professionalism - Senior team members are expected to set the standard for both success and professionalism.

Education and Certification

• Active license appropriate to the line of business is required.

Physical Requirements

• Prolonged periods sitting at a desk and working on a computer.

Who We Are

Founded in 2002 in Rancho Cordova, CA, Inszone Insurance Services is a customer-centric, full-service insurance agency established to deliver personalized and comprehensive insurance solutions. Under its current ownership, in 2013 the company embarked on a rigorous expansion strategy. Inszone entered the Nevada market in 2018 and Arizona in 2019. A 2020 partnership with BHMS Investments and a 2023 partnership with Lightyear Capital enabled expansions into additional states, covering nearly half the country by the fall of 2025. Concurrently, Inszone experienced significant internal growth, starting with a team of just 25 employees and now proudly features more than 1,000 team members. This expansion was coupled with the company’s recognition in Insurance Journal’s Top 100 Property/Casualty Agencies list at #29.

Why work for Inszone Insurance?

At Inszone, we’re passionate about the insurance industry and strive to create a unique company that we’re proud to be a part of. With over 20 years of experience in the business, we focus on growing organically and through strategic mergers and acquisitions. Every decision we make is guided by our unwavering commitment to our team members, customers, and our carriers—each an integral part of the Inszone process. Our mission is to deliver comprehensive and personalized insurance solutions, and our guiding values emphasize strong relationships with our customers, ensuring their satisfaction above all. Looking ahead, we aim to further solidify our footprint by establishing locations in all 50 states of the USA. Our journey thus far has been one of resilience, differentiation, and innovation. Guided by our values, goals, and our excellent service to our customers, we will continue our growth trajectory and consistently improve our standing in the industry.

Profitable. Professional. Honest. Positive. Collaborative. Supportive. Committed. Accountable. These values and more are the hallmarks of Inszone.