we are currently seeking an Employee Benefits Account Manager at location Fresno, CA

Responsibilities

• Assist clients and producers with service questions related to administration, billing, claims issues and problem-solving.
• Monitor and manage the renewal process for assigned clients. Coordinate meetings with the client and/producer to present the renewal and supporting documents to gain acceptance of the renewal or commitment to go to market for alternative options.
• Prepare marketing information. Once marketing options have been prepared, the producer/account manager present the options to the client.
• Schedule and conduct client meetings, in coordination with the producer, and complete the implementation process.
• Assist clients with compliance (e.g. HIPPA, COBRA, ERISA, and legislative), as requested.
• Conduct quarterly account management visits with assigned clients.
• Coordinate and facilitate preparation and delivery of benefit booklets and /or benefit statements and any other fulfillment items with the assistance of EB staff.
• Assist clients by helping to plan and execute open enrollment meetings.
• Assist clients with processing of enrollments, changes, and terminations.
• Provide administrative support on other tasks such as assigned special projects and development of new ideas/services, as requested.
• Utilize Epic to update policies written or renewed, log activities to document client meetings, carrier follow-up, service issues, establish follow-up date, and daily manage follow-up in Agency Management System.

Qualifications

• Current CA Life and Disability license required.
• Minimum 3 years experience in Employee Benefits or comparable position within the insurance field.
• Experience working with small and large accounts.
• Strong written and verbal communication skills.
• Strong organizational skills and problem-solving skills.
• Proficiency in Microsoft Word, Excel, Health Connect, PowerPoint.
• Ability to travel locally.

Job Type: Full-time

Pay: $50,000.00 - $80,000.00 per year

Benefits:

• Flexible schedule
• Health insurance
• Paid time off

Supplemental pay types:

• Bonus opportunities
• Commission pay

Work setting:

• In-person

License/Certification:

• Insurance Producer License (Preferred)
• Life Insurance License (Preferred)

Ability to Commute:

• Fresno, CA 93711 (Required)

Ability to Relocate:

• Fresno, CA 93711: Relocate before starting work (Required)

Work Location: In person