Employee Benefits Account Manager

Are you a supportive and dependable person who enjoys working amongst a team? Are you keenly aware of details and enjoy processes?

Do you have the ability to manage multiple priorities with exceptional organization? Demboski & Chapman Financial & Insurance Solutions is looking for someone who possesses these skills to join their team as an Employee Benefits Account Manager.

JOIN OUR TEAM!

Our company has been in business in Santa Barbara since 1969 and our unique value proposition is to be the single point of contact for all investment, insurance, and employee benefit complexity that family or small business and its owners will encounter.

We are currently in a position of growth and seeking the right new members for our team to take us to that next level! We are a high energy team, enjoying constantly exceeding our clients’ expectations, and helping both them and our team members lead their very best life.

The reward and career potential are significant at Demboski & Chapman : competitive base salary with an optional bonus structure based off our teams’ cumulative success, benefits, generous paid time off (vacation, sick time, and 14 paid holidays), as well as personal and professional growth opportunities.

We embody the Santa Barbara lifestyle and are looking for a rock star who would appreciate working in a fun, successful, low stress but fast-paced environment.

JOB SUMMARY

Your primary role is to ensure the management of the group employee benefits, individual health insurance and Medicare senior supplement coverages.

This role entails servicing, educating clients, administrative work of front stage experience deliverables and backstage templates / processes to explain concepts.

You will need to proactively manage your time with strategies to balance the urgent versus important within the New Business and Servicing pipelines as they arise.

The position works closely with the EEB Advisor / Assoc. EEB Advisor to outline the NB / Serv expectations at hand, and then entails collaboration, execution, documentation, confirmation, collaboration and then closing out of all communications / backup to the issue.

ESSENTIAL DUTIES & RESPONSIBILITIES

• Execute routine client servicing requests in a quick and efficient manner leveraging backstage processes, agendas, and template communications.
• High degree of accuracy in data entry into Warner Pacific website of quantitative parameters of case planning, and high degree of adherence to organizational protocols within the office.
• Process a mastery of the specific rules pertaining to each of the respective areas :
• Individual Family Plans
• Small Group Employee Benefits Package
• Senior Medicare Supplements / Advantage Plan / Part D RX
• HSA / HRA / FSA-125 Plan Specifics
• Retirement Plans

CORE COMPETENCIES

• Self-starter with ability to take initiative and work independently, as well as collaborate in a team environment
• Keen attention to detail, accuracy, thoroughness, and follow-through
• Strong interpersonal skills with ability to build and develop lasting relationships
• Excellent written and verbal communication skills
• Proactive and positive mindset
• Excellent problem-solving skills
• Strong organization and time management skills, with ability to multi-task and prioritize tasks

REQUIRED Experience and Education :

• High School Diploma
• Insurance License or Ability to Obtain
• 5+ Years in Health Insurance / HR
• Proficiency in Microsoft office Suite (Word, Outlook, Excel, PowerPoint)

Physical Demands : This is largely sedentary role, and it may involve repetitive motions in the hands / wrists as this role is dependent on consistent computer-use during the workday.

Position Type and Expected Hours : Days and typical hours of work are Monday through Friday, 9 : 00am - 5 : 00pm. There is some flexibility with work hours, but an employee must work 40 hours to maintain full-time status.

Benefits : Competitive benefits package including Health Insurance, Dental, Vision, Paid Holidays, Paid Vacation, Sick Days, Paid Cell Phone Plan, FSA / 125 Plan, Life & Disability Insurance, 401K with profit sharing

Learn more about us on our website :