Employee Benefits Client Administrator

About Us

At Cavignac we’re working towards realizing a vision where every business in our community is protected from risk. To achieve this, we’ve built a team that has been recognized as best in industry by giving them the resources and independence to:

• Belong - We emphasize culture and encourage collaboration. We work in a supportive work environment where you know your teammates have got your back.
• Give - We believe community engagement is an integral part of a fulfilling career. We’re always looking for new ways to give back to the place where we live and work.
• Grow - The only thing more important than our client’s futures are the futures of our team members. We invest a significant amount of time and resources on employee education.
• Thrive - Comprehensive health insurance, 401k matching, profit sharing, team events, competitive PTO, all staff and individual bonuses - we give our team the benefits they need to live their best life.

It’s this approach that has led to recognition. Here are a few of them:

• Best Places to Work in San Diego - 2011, 2013, 2015, 2017, 2019, 2021
• Best Places to Work in Insurance - 2012, 2014, 2016, 2018, 2020, 2022
• U.S. Business Insurance - #1 Best Place To Work in the Country
• Reagan Consulting - #1 Insurance Agency in the Country (Revenue: $10-$25M)
• Reagan's Best Practices Agency - 22 Consecutive Years (1999 - 2022)

Mission: To give confidence and clarity to the businesses we serve by providing knowledge-based risk management solutions and an exceptional client experience.

Summary

The Client Administrator (CA) position in the Employee Benefits Department assists the Client Manager (CM) with daily service activities for each client’s benefit offerings. The CA will be familiar with all of the CM’s clients and is responsible for seeing that the client is well served. It is mandatory that CA have solid knowledge of and adhere to the agency Standard Operating Procedures (SOP) manual. This individual must also hold a current California Life & Health Insurance License. Unlicensed applicants will have the opportunity to obtain licensure as part of the training and onboarding process.

The following is illustrative of the general activities of this position and does not reflect each and every task this position may undertake. Training and resources will be provided to assure the employee is able to accomplish what is required.

Duties

• Assume full responsibility for services of assigned customer accounts, process and follow up on new hire enrollment forms, request for coverage change and terminations.
• Assist with completion of RFP’s and prepare quotations for new or renewal coverage, responsible for finalizing applicant information; transmission to carrier and subsequent status follow-ups.
• Prepare open enrollment material and order supplies from carriers.
• Preparation of spreadsheets, presentations and proposals for new and renewal business. Preparation materials for open enrollment meetings and assist with meetings when requested.
• Responsible for integrity of policy data on Agency Management Systems and creation of new client account.
• Manage all claim inquiries, billing discrepancies and delinquent premiums. Manage COBRA Administration questions and carrier updates.
• Respond to calls within 24 hours, providing outstanding customer service and teamwork and seek to improve whenever possible.
• Inform or involve the CM with “in-flight emergencies” as necessary, as they occur.

Qualifications

• Bachelor's Degree (Preferred)
• Current California Life & Health Insurance License (Preferred)
• 2+ Years Employee Benefits Experience (Preferred)
• COBRA and HIPAA Knowledge
• Proficiency of PC Applications (MS Office and EPIC)

Abilities

• You lead through your actions and embrace your responsibilities.
• You’re a continuous learner who is always seeking to improve.
• You put the team first and create ways to make your peers better.
• You deliver an exceptional level of service to those you work with.
• You have strong interpersonal skills and thrive in a team environment.
• You’re an effective communicator; both written and verbal.
• You can be trusted to handle confidential and sensitive information.
• You have strong organizational and project management skills.
• You have the ability to focus on the task at hand and multi-task as needed.
• You’re great with attention to detail and producing high-quality work.
• You’re able to grasp complex issues and establish proactive solutions to address those issues.
• You have strong editing and writing skills.
• You have a positive attitude and work ethic.

There is a very high level of professionalism here (attention to detail, product and industry knowledge, high expectations, etc). As a new employee that has spent time at other agencies, I can tell you that this is not the norm and it’s something that I’ve missed. When you are surrounded by people working at a high level, you are held to a higher standard, and you push yourself to meet, and then exceed those expectations. That kind of attitude/approach is infectious and makes coming to work more meaningful.

– Cavignac Team Member

Work Location:

• One location

Work Remotely

• Yes

Job Type: Full-time

Pay: $60,000.00 - $75,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible schedule
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Professional development assistance
• Referral program
• Relocation assistance
• Retirement plan
• Tuition reimbursement
• Vision insurance

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus opportunities
• Commission pay

Work Location: Remote