Senior Employee Benefits Consultant

Jobot; Pleasant Hill (CA); Hybrid; USD 125,000 - 145,000; Full time

Benefits offered by this job

Competitive Compensation and Benefits Package

Stability and growth opportunities

Investment in employee growth and success

Job summary

A reputable insurance management firm in California is seeking a knowledgeable Account Manager for a hybrid role. This position involves leading client teams, developing communication strategies, and managing open enrollment processes. Candidates should have a Life Accident & Health license, advanced designations, and at least 5 years of account management experience in the insurance industry. Strong communication skills and proficiency in Microsoft Office tools are essential for success in this role.

Qualifications

• A Life Accident & Health License from the state of domicile is required and must be maintained.
• Advanced professional designation highly desirable (e.g., CEBS, CBP, etc.).
• Minimum of 5 years’ experience in account management within the insurance industry is required.

Responsibilities

• Lead client team projects, ensuring compliance with professional standards.
• Develop employee communication strategies and manage open enrollment process.
• Review, analyze, and interpret claims data from insurance carriers.

Skills

Account management experience

Interpersonal skills

Communication skills

Advanced Microsoft Office skills

Education

Bachelor's Degree

High School Diploma or equivalent

Tools

Excel

PowerPoint

Word

Job description

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Job Details

Rewarding Employee Benefits (Insurance) Opportunity with a reputable, supportive and collaborative company! Hybrid position!!

Salary $125,000 - $145,000 per year

About Us

We are growing exponentially and have been recognized as one of the top companies within our industry! An accomplishment that we are very proud of and can attribute this to our exemplary employees and leadership team. With growth, comes opportunity to continue to add highly skilled and greatly valued employees to our organization. This is a very important hire for us as it is a vital position working with high net worth clients and we would really like this individual to provide the best in class customer service that we believe all of our clients and customers can expect from us. Feel free to apply and speak to us about the details of this opportunity!

Why join us?

• Competitive Compensation and Benefits Package
• Stable, long term, stability
• Join a well established team who is invested in your growth and success
• Substantial growth in their business Nationwide
• Rewarding work and responsibilities
• Hybrid Opportunity (2 days in office, 3 days remote a week)

Responsibilities

• Lead client teams’ projects, deadlines, and meetings, ensuring compliance with professional standards
• Develop and oversee the execution of employee communication strategies, including managing the open enrollment process
• Establish necessary carrier/vendor relationships to handle all administration of eligibility, claims, billing, plan implementation, contracts, plan changes, and necessary amendments
• Manage the request for proposal (RFP) process with health insurance carriers and internal underwriter and account managers
• Review, analyze, and interpret claim and utilization data from insurance carriers, and prepare customized reports for clients
• Create client presentations using Excel and PowerPoint, summarizing client data obtained from vendors or consultants
• Develop benchmarking reports by gathering health benefits data to compare a client’s plan to other companies by industry or geography
• Review external vendor contracts, summary plan descriptions, and employee communications to ensure alignment with client expectations and legal requirements
• Recommend process improvements as needed
• Perform other projects, duties, and tasks as assigned

Qualifications

• A Life Accident & Health License from the state of domicile is required and must be maintained
• Advanced professional designation highly desirable (e.g., CEBS, CBP, etc.)
• Bachelor Degree preferred. High School Diploma or equivalent required.
• Minimum of 5 years’ account management experience in the insurance industry with a focus on Accident and Health lines of coverage is required
• Exceptional understanding of the lines of coverage for employee benefit plans medical, dental, life, long-term disability (LTD), short-term disability (STD), accidental death and dismemberment (AD&D), vision, etc.
• Exceptional knowledge of the rules and regulations associated with HIPAA, COBRA, Health Care Reform, and all other legislation and compliance related areas to Group Health programs
• Exceptional knowledge of insurance markets, products, services, insurance ratings, and underwriting procedures
• Outstanding interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors, and others
• Advanced skills in Microsoft Office (primarily Excel, PowerPoint, and Word)
• Ability to work independently with limited daily supervision and to work effectively in a team environment

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