Copy of Employee Benefits Account Manager

Join CalNonprofits Insurance Services, a leading provider of insurance solutions to the nonprofit sector. As a fully remote team, our commitment to servicing nonprofits extends beyond our physical locations in California. We are seeking a proactive and detail-oriented Employee Benefits Account Manager to join our team.

Our core values are Excellence, Collaboration, Trust, Diversity/Inclusion, and Respect. When you join us, you’ll have the opportunity to continue learning, develop new skills, and grow personally and professionally. We celebrate achievement and reward our employees for their great ideas, attitude, and teamwork.

Position Overview

Account Manager position is responsible for proactively managing the book of business assigned to them. As the main point of contact with clients, you will interact with customers to provide information in response to inquiries about products and services and to handle and resolve complaints. Customer Service, administration, and sales skills required.

Principal Duties and Responsibilities

• Main point of contact with clients for all inquiries, concerns, and guidance. Inform and educate clients on appropriate coverages, forms, contract requirements, and exclusions.
• Maintain contact and collaborate with internal and external parties to ensure the client’s needs are met
• Plan, prioritize, and complete day-to-day workload utilizing agency procedures and systems
• Prepare market analyses and proposals, process renewals, and carrier submissions
• Handle intermediate-level inquiries, including differences (pros & cons) of HMOs, PPOs, and EPOs; understand the different plan types, eligibility guidelines, confidentiality guidelines, waiting periods, and coverage forms.
• Maintain and update knowledge of subjects necessary to provide excellent customer service
• Assist the employer with on-site/virtual presentations, billing issues, applications, eligibility, ID cards, etc.
• The individual holding this position must be able to handle multiple tasks and prioritize effectively. The ability to complete tasks with accuracy, efficiency, and speed is important.
• Occasional travel throughout California may be required.

Education and experience

The ideal candidate will have:

• A minimum of 3 years of employee benefit account management experience
• Proficiency in Microsoft Office365 applications (Outlook, Teams, Excel, Word, etc.)
• Associate degree in Business Administration or equivalent experience
• Superior customer service skills
• Excellent verbal and written communication
• Bilingual skills are a plus
• Experience with working with or volunteering for nonprofits is a plus

Licensing

Possession of a valid California Accident/Health and Life license

Possession of a valid CA Driver’s License by date of hire, satisfactory driving record, and appropriate insurance

Required Experience

3 years

Required Education

Associate’s degree

Additional consideration is given to those who have experience working or volunteering in the nonprofit sector.