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 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 employers with on-site 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

3+ years of employee benefit insurance experience

Associate degree in Business Administration or equivalent experience

Proficiency in Microsoft Office365 applications (Outlook, Teams, Excel, Word, etc.)

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 Life/Health and Life Only license and be located in California

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