Our client is looking to add a Health Benefits Account Manager to their Newport Beach/Fullerton office.

Objective:

The client is looking for an energetic and experienced individual to join the insurance services benefits team. The main function of this role is to manage a book of business and assist the producers in writing new business. Accounts can range from fully insured, partially self-funded, and self-insured.

Company:

The company was originally founded by industry leading agents from a top 10 US brokerage. While there, they wore the same suits as all the others, yet something made them different. They realized that the way things were working was essentially profit first. All decisions had little to do with the benefit to the client, and everything to do with the company’s profitability.

And so, they decided to make a change. A big change.

The start of the company was a start to a new way of thinking. The company leverages the expertise of precise, competent insurance placement and the carrier relationships built through years in the industry, with the ability to make placement decisions based simply on what’s best for the client. As the client is not controlled by M&A, private equity, or publicly traded, we are truly an independent firm that does not have to meet a profitability margin to appease investors.

SIMPLY PUT: THE CLIENT COMES FIRST. ALWAYS.

Responsibilities may include:

· Marketing and account management for assigned clients.

· Coordinate all aspects of the renewal marketing process with the client, and provide program structure, review, and analysis.

· Work in tandem with producers and GA’s (as needed) on marketing of new business opportunities.

· Provide technical competence in areas of coverage and current markets.

· Prepare written annual account service plans.

· Conduct and/or participate in annual open enrollment meetings, health fairs, and webinars.

· Audit client information, premium, and commissions in the client management system for your assigned accounts.

· Explain and clarify coverage forms to clients.

· Assist in spreading marketing results, including benefit comparisons.

· Maintain Benefits Administration systems for assigned accounts.

· Assist with group applications and policy termination notices - as necessary.

· Thorough documentation is required on each account, while ensuring that proper errors and emissions procedures are followed.

· Special projects and other duties as assigned.

Requirements:

· High School Diploma required. College Degree preferred.

· Minimum three years working in group health insurance or with a benefits brokerage/consulting firm.

· Prior experience with Large group.

· CA Life and Disability active license is required.

· Working knowledge of Microsoft Office - particularly Outlook, Excel and PowerPoint.

· Particularly adept at Excel is required

· Strong working knowledge of “Ease” Ben-admin system.

· Professional demeanor and behavior is expected.

· Must be organized and able to manage time effectively.

· Must communicate effectively - both spoken and written.

· Must maintain a positive attitude and a sense of humor!

Working Conditions:

· Work environment is indoors, sitting at a desk for extended periods of time.

· Work location is hybrid between home and office

· In office work is somewhat close to colleagues in shared cubicle and office space.

· Daily use of computers, printers, and other common office equipment.

· This position may require flexibility to work hours outside of a regular schedule.

Desired Skills and Experience

Experience

· 5 year(s): Minimum of five years related experience

Education

· High School or better.

Licenses & Certifications

· CA Resident Ins License in Life and Health