Walnut-Based Small Group Benefits Strategist

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

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.