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.
Benefits
Hourly Base Salary + Commission + Bonus Opportunities
Paid Time Off (PTO)
Work from Home
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
Career Growth Opportunities
Retirement Plan
401K
Responsibilities
- Main point of contact with client 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 clients 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.
Requirement
The ideal candidate will have
- 3+ years of employee benefits account manager or equivalent role 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.
- Must possess California Life / Health and Life Only licenses and be located in California
- Must possess a California Driver's License with satisfactory driving record and insurance to drive on company business
- Must be located in California
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