Job Description

Employee Benefits Account Manager - Small Group

Job Summary

Seeking a dedicated and experienced Employee Benefits Account Manager to join a small, tight-knit team of professionals specializing in Small Group Employee Benefits. This role is pivotal in supporting a growing portfolio of accounts, ranging from 2-100 lives, and ensuring exceptional service delivery to clients. The ideal candidate will have a strong background in employee benefits, excellent communication skills, and a proactive approach to problem-solving.

Compensation Package

• Salary Range: $70,000 - $80,000+ (depending on experience)
• Work Environment: Fully remote with occasional travel to client sites
• Benefits: Competitive benefits package, 401(k), paid time off, professional development opportunities, etc.

Responsibilities

• Manage a book of business consisting of 15-20 small group accounts (2-100 lives).
• Prepare accounts for renewals, including benefit plan guides and enrollment presentations.
• Conduct enrollment meetings and provide exceptional client service.
• Quote new and renewal business as needed.
• Collaborate with the team to ensure seamless service delivery.
• Utilize EASE software for account management and client communication.
• Travel to client sites within Orange County as required.

Qualifications/Requirements

• Licenses/Certifications: Active Life & Health (L&H) license required.
• Experience: Minimum of 3 years in employee benefits account management, with enrollment experience being essential. Marketing experience is preferred but not required (training will be provided).
• Technical Skills: Proficiency in EASE software is preferred.
• Language Skills: Bilingual in Spanish is a plus but not required.
• Soft Skills:
  • Team player with a collaborative mindset.
  • Coachable and eager to learn.
  • Strong communicator with excellent interpersonal skills.
  • Proactive problem solver with attention to detail.

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