Employee Beneftits Account Manager

Position Summary

Join ChurchWest as an Employee Benefits Account Manager and play a key role in supporting the religious non-profit community. In this client-facing role, you’ll partner closely with Producers and clients to deliver a smooth experience across new business, renewals, and day-to-day service.

The ideal candidate has 3–5 years of employee benefits insurance experience, including group medical, dental, life, and ancillary products, and a strong working knowledge of benefit plan basics. You’re highly organized, detail-oriented, and dependable—able to manage multiple priorities in a fast-paced, professional environment while collaborating with clients and teammates. If you’re self-motivated and excited to keep learning in a specialized niche, you’ll thrive here.

Key Responsibilities

• New business: Support Producers with information gathering, applications, quoting, proposal preparation, and accurate data entry into the agency system.
• Renewals: Maintain the Expiration Report; partner with Producers to plan each renewal; gather renewal data and applications; obtain quotes; prepare proposals; assist with presentations; and update the agency system throughout the process.
• Open Enrollment support: Occasional travel may be required to support Open Enrollment meetings.
• Customer service: Provide day-to-day verbal and written support to clients, including questions on coverages, claims assistance, and policy changes.
• Maintain detailed, accurate account files and ensure documentation and correspondence are properly recorded in the agency management system.
• Scan, attach, and organize documents in the agency system to ensure complete, up-to-date records.
• Be available to clients, Producers, support staff, and leadership during normal business hours.
• Maintain a California Life, Accident & Health or Sickness Insurance License in good standing, including completing required continuing education on time.
• Maintain a high level of product and service knowledge to effectively support clients.

Experience & Licensing Requirements

• High school diploma or equivalent
• 3–5 years of related employee benefits insurance experience
• Experience with Applied Epic (agency management system), Ease/Employee Navigator, and Health Connect
• Knowledge of benefits administration processes and compliance standards (e.g., HIPAA)
• Strong analytical skills to evaluate client needs, benefits options, and market trends
• Active California Life, Accident & Health or Sickness Insurance License
• Ability to maintain license in good standing through timely completion of continuing education requirements

Why ChurchWest

At ChurchWest, we believe great work happens when people feel supported. We’re committed to a healthy work/life balance and a positive, team-oriented culture. Benefits include flexible start times, 14 paid holidays, generous vacation and sick pay, ongoing training, opportunities for professional growth, team celebrations throughout the year—and our beloved office dog, Walter.

Interested in joining a mission-driven team and growing your benefits expertise? We’d love to hear from you.

To learn more about our agency, please visit www.churchwest.com.