Small Group Benefits Account Manager

Wawa Insurance Agency; Walnut (CA); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Health Insurance

Dental Insurance

Vision Insurance

Hands on Training

Mon-Fri Schedule

Career Growth Opportunities

Retirement Plan

Job summary

WAWA Insurance Agency in Walnut, CA is seeking a dedicated Small Group Benefits Account Manager to manage client accounts and renewals with carriers. The role emphasizes service, accuracy, and proactive problem-solving for local business owners and staff.

You will be the bridge between clients and carriers, coordinating enrollments, plan options, and billing while maintaining strong relationships. On-site work is required, with opportunities for professional growth.

Qualifications

• California Life & Health license strongly preferred.
• 2+ years of small group health insurance or benefits experience.
• Experience renewing small group health insurance.
• Experience enrolling and updating employee enrollments.
• Quoting and comparing small group plans.
• Familiar with California carriers and portals.
• Strong attention to detail, organization, and follow-through.
• Mandarin-speaking strongly preferred due to client base.
• On-site work 5 days a week in Walnut, CA.

Responsibilities

• Independently manage and service a book of small group health insurance and employee benefits accounts.
• Manage the annual renewal process from carrier release through client review, plan selection, and implementation.
• Prepare renewal comparisons, proposals, and plan options for clients.
• Process and verify completion of employee enrollments, terminations, dependent changes, and other eligibility updates.
• Quote new small group health insurance accounts and compare available carrier and plan options.
• Assist with onboarding and implementation of new groups.
• Serve as a primary point of contact for client questions regarding benefits, eligibility, billing, and coverage.
• Work directly with insurance carriers to resolve enrollment, eligibility, billing, and service issues.
• Proactively track outstanding carrier requests and follow up through completion.
• Maintain accurate client records, renewal information, and documentation in agency systems and internal tracking tools.
• Manage multiple renewal and enrollment deadlines independently and elevate potential problems before they become client issues.
• Work closely with agency owners and team members on client service and new business opportunities.

Skills

Account management

Small group health

Benefits administration

Renewals management

Carrier liaison

Customer service

Tools

Carrier portals

Spreadsheets

Agency systems

Job description

Job Description

At WAWA Insurance Agency, we believe that insurance is about more than just policies—it is about people and the peace of mind that comes with being truly taken care of. We are looking for a dedicated Small Group Benefits Account Manager to join our local team in Walnut, California. We pride ourselves on creating an inviting, supportive environment where your contributions are deeply valued and your expertise is celebrated.

We are looking for someone who takes ownership of their accounts from start to finish. The ideal candidate is highly organized, detail-oriented, dependable, and comfortable communicating directly with clients and insurance carriers. Strong follow-through is especially important in this role.This is a stable, long-term account management position rather than a high-pressure sales role. We offer competitive compensation, benefits, bonus opportunities, and the opportunity to become an important part of an established independent insurance agency.

As a member of our family, you will be the bridge between our small business clients and the complex world of benefits, helping them protect their most important asset: their people. You will find that our office is a place where we value genuine connection, proactive problem-solving, and a positive outlook on every challenge that comes our way. If you have a heart for service and the technical background to handle the details of benefits administration with precision, we would love to welcome you to a role where you can truly make a difference in the lives of local business owners and their hardworking staff members.

Benefits

• Paid Time Off (PTO)
• Health Insurance
• Dental Insurance
• Vision Insurance
• Hands on Training
• Mon-Fri Schedule
• Career Growth Opportunities
• Retirement Plan

Responsibilities

• Independently manage and service a book of small group health insurance and employee benefits accounts.
• Manage the annual renewal process from carrier release through client review, plan selection, and implementation.
• Prepare renewal comparisons, proposals, and plan options for clients.
• Process and verify completion of employee enrollments, terminations, dependent changes, and other eligibility updates.
• Quote new small group health insurance accounts and compare available carrier and plan options.
• Assist with onboarding and implementation of new groups.
• Serve as a primary point of contact for client questions regarding benefits, eligibility, billing, and coverage.
• Work directly with insurance carriers to resolve enrollment, eligibility, billing, and service issues.
• Proactively track outstanding carrier requests and follow up through completion.
• Maintain accurate client records, renewal information, and documentation in agency systems and internal tracking tools.
• Manage multiple renewal and enrollment deadlines independently and elevate potential problems before they become client issues.
• Work closely with agency owners and team members on client service and new business opportunities.

Requirements

• Active California Life & Health insurance license strongly preferred.
• 2+ years of small group health insurance, employee benefits, or benefits account management experience strongly preferred.
• Hands-on experience managing small group health insurance renewals.
• Experience processing employee enrollments, terminations, dependent changes, and eligibility updates.
• Experience quoting and comparing small group health insurance plans.
• Familiarity with California small group health insurance carriers and carrier portals.
• Experience resolving carrier billing, enrollment, and eligibility issues.
• Strong understanding of employee benefits and small group health insurance administration.
• Exceptional attention to detail, organization, and follow-through.
• Ability to independently manage recurring deadlines and multiple client accounts.
• Strong written and verbal communication skills.
• Comfortable working with spreadsheets, agency management systems, carrier portals, and web-based insurance technology.
• Mandarin-speaking strongly preferred due to our client base.
• Must be able to work on-site Monday-Friday at our Walnut, CA office.