Employee Benefits Associate Account Manager

Associate Account Manager is responsible for maintaining small accounts in every aspect related to servicing and renewing the assigned book of business.

Annual Base Salary + Bonus Opportunities

Paid Time Off (PTO)

Work from Home

Vision Insurance

Dental Insurance

Health Insurance

Life Insurance

Disability Insurance

Evenings Off

Retirement Plan

Career Growth Opportunities

401K

• Provides prompt, courteous, knowledgeable service to customers
• Perform all actions relating to customers and companies in a manner that will avoid issues involving potential errors and omissions.
• Guides clients through the renewal process and submits timely requests to carriers.
• Develop complete client information and applications for renewal business under direction of the Producer, Customer Service Manager and/or Account Executive.
• Prepare and deliver quotes, proposals, endorsements, and other policy related documents to clients in a timely manner.
• Maintain electronic files with proper records according to company procedures. Document customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken.
• Process client applications, documents, and paperwork.
• Identify rounding opportunities
• 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.

• 2+ years of employee benefit insurance experience
• Associates 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
• Possession of a valid California Life/Health and Life Only licenses
• Possession of a valid CA Drivers License by date of hire, satisfactory driving record and appropriate insurance
• Must be located in California