What are the responsibilities and job description for the Case Manager- Employee Benefits position at Lotus Benefits Corp?
Job Overview
Account Executive/ Case Manager – Employee Benefits
Company: Lotus Benefits Corp
Job Type: Full-Time
Pay: $20.50–$28.50 per hour (depending on experience)
Location: Simi Valley, CA
About Lotus Benefits Corp
Lotus Benefits Corp is an independent insurance brokerage specializing in Employee Benefits, Group Health Insurance, Medicare, Life Insurance, Retirement Planning, and Business Insurance solutions. We proudly serve employers across a variety of industries by providing personalized service, strategic benefit solutions, and exceptional client support.
We are seeking a detail-oriented and client-focused Account Executive/ Case Manager – Employee Benefits to join our growing team.
Position Summary
The Account Executive/ Case Manager will be responsible for managing employer group accounts, supporting new and existing clients, coordinating renewals, assisting with open enrollment meetings, and providing outstanding customer service throughout the year.
This position is ideal for someone with experience in employee benefits who enjoys building relationships and helping employers navigate their benefit programs.
Responsibilities
- Manage a portfolio of employee benefits clients.
- Coordinate new group implementations and renewals.
- Prepare benefit proposals, spreadsheets, and presentation materials.
- Assist with employee open enrollment meetings and benefit education.
- Work directly with insurance carriers to resolve service issues.
- Process enrollments, terminations, eligibility changes, and policy updates.
- Review carrier invoices and eligibility reports for accuracy.
- Maintain accurate client records and documentation.
- Ensure timely follow-up on client requests and carrier communications.
- Stay current on employee benefits products and industry regulations.
Qualifications
- Active California Life & Health Insurance License preferred (or willingness to obtain).
- Excellent communication and customer service skills.
- Strong organizational and time management abilities.
- Experience with Microsoft Office, particularly Excel.
- Ability to manage multiple priorities in a fast-paced environment.
- Bilingual (English/Spanish) is a plus.
What We Offer
- Competitive hourly pay
- Paid holidays
- Paid time off
- Ongoing training and professional development
- Flexible hybrid work environment
- Supportive and collaborative team
- Long-term career growth opportunities
Schedule
- Monday–Friday
- 8-hour shift
- No weekends
Why Join Lotus Benefits Corp?
At Lotus Benefits Corp, we value professionalism, integrity, and exceptional client service. We are building a team of dedicated professionals who are passionate about helping businesses provide meaningful employee benefits to their workforce. If you're looking for a stable career with opportunities to grow and make an impact, we'd love to hear from you.
Apply today and become part of our growing Employee Benefits team!
Pay: $20.50 - $28.50 per hour
Benefits:
- 401(k)
- Health insurance
- Life insurance
- Paid time off
- Professional development assistance
- Vision insurance
Work Location: In person
Salary : $21 - $29