The Jonus Group

Employee Benefits Account Manager

The Jonus Group San Mateo, CA
The Jonus Group

Employee Benefits Account Manager

The Jonus Group San Mateo, CA
1 week ago 48 applicants

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Sadie Shea Click here to view Sadie Shea’s profile

Sadie Shea

Insurance Specialist

Job Description

Employee Benefits Account Manager

Job Summary

Are you seeking a dynamic, rewarding, and REMOTE opportunity within the insurance industry? If so, a growing independent agency has an opening for an Employee Benefits Account Manager. In this position, you will play a pivotal role in managing client relationships and providing top-tier client service. Prior California benefits experience is required!

Responsibilities

  • Build and maintain strong client relationships, serving as the main client contact for various needs.
  • Collaborate with team members to manage client relationships and service activities.
  • Provide consistent, accurate, and timely communication to clients through various means, including calls, meetings, and written correspondence.
  • Assist clients in understanding insurance policies, coverages, and compliance responsibilities.
  • Resolve client issues, including claims, billing, and coverage questions.
  • Work with clients to design and implement employee benefit programs.
  • Conduct needs analysis, strategy calls, and enrollment meetings.
  • Review client needs, recommend suitable approaches, and help implement benefit program strategies.
  • Model employee benefits contributions to align with client objectives.
  • Assist in reducing costs while offering competitive benefits options.
  • Manage the renewal process, including re-marketing if necessary.
  • Coordinate the Request for Proposal (RFP) process on behalf of clients.
  • Prepare and present renewal proposals.
  • Obtain carrier approval and ensure compliance with government agencies.
  • Attend training sessions and educational workshops to maintain required licenses and stay updated on industry trends and compliance issues.
  • Build and maintain relationships with insurance carriers and vendors.
  • Participate in insurance company and vendor meetings to stay informed about industry developments.
  • Review contracts, amendments, and SPDs for accuracy and coverage.
  • Maintain accurate client files, documenting all interactions and communications.
  • Prepare and deliver various client communications, including proposals, reports, spreadsheets, and presentations.
  • Stay current on changes in legislation impacting employee benefit programs.
  • Communicate legislative changes to clients and ensure compliance with federal, state, and local laws.
  • Act as an advocate for clients on issues related to employee claims and carrier relations.
  • Always conduct business with the highest level of confidentiality.

Qualifications/Requirements

  • Excellent presentation, verbal, and written communication skills.
  • Solid knowledge of group health and welfare benefit plan coverage.
  • Understanding of current legislation, rules, laws, and regulations related to insurance and benefits.
  • Thorough knowledge of insurance products and coverage, as well as health and ancillary products.
  • Solid knowledge of insurance plans, underwriting principles, selection, pricing, rating, and premium calculation.
  • Knowledge of rating procedures, coverage, and industry operations to manage and maintain accounts.
  • Ability to work with clients at a strategic level.
  • Strong organizational skills and attention to detail.
  • Holds an active CA Life and Health (L&H) Insurance License.
  • Proficiency in Microsoft Office products.
  • Preferred Agency Management System Experience: BenefitZone, Ease
  • 3+ years of relevant insurance industry experience preferred.
  • Previous CA benefits experience is required.
  • Holds at least one professional designation or has comparable job experience.
  • Above average computer skills with the capacity to master essential software programs.

Compensation Package

  • Excellent opportunities for professional growth and advancement.
  • Competitive compensation: Between $80K-$95K (based on experience).
  • Paid time off and company holidays.
  • Comprehensive benefits package, including health, dental, vision, 401(k), and more.
  • Remote work schedule available.

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

  • Seniority level

    Mid-Senior level

  • Employment type

    Full-time

  • Job function

    Sales, Business Development, and Finance

  • Industries

    Banking, Financial Services, and Insurance

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