6 дней назад
Employee Benefits Account Manager
74 000 - 100 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Employee Benefits Account Manager (Insurance): Managing employee benefits accounts, policy transactions, renewals, claims support, and client correspondence with an accent on coverage strategy, policy accuracy, and regulatory compliance. Focus on coordinating insurance marketing and sales, maintaining agency management data, and supporting clients across complex policy and renewal requirements.
Location: On-site in Costa Mesa, California
Salary: $74,000–$100,000 per year
Company
is a global fintech and insurance services company providing solutions across insurance, reinsurance, payroll, employee benefits, cybersecurity, and mortgage services.
What you will do
- Service employee benefits accounts, including quotes, policy issuance, ID cards, endorsements, certificates, claims, renewals, and client correspondence.
- Respond to client inquiries and company requests while collecting renewal data and providing claims support.
- Develop coverage strategies and plans and support insurance marketing and sales activities.
- Review policies and endorsements for accuracy and confirm that requested items were received.
- Maintain client data and activity records in Applied Systems / EPIC and use upload, download, and interface technologies.
- Keep producers and management informed of account activity, potential issues, underwriting requirements, and policy changes.
Requirements
- Active Health & Life License required.
- At least two years of experience in employee benefits.
- High school diploma required.
- Strong organizational, communication, interpersonal, mathematical, and practical reasoning skills.
- Proficiency with Microsoft Word, Outlook, and Excel.
- Knowledge of insurance principles, underwriting requirements, policy provisions, and compliance obligations.
Nice to have
- Experience with Applied Systems / EPIC.
- Experience with Employee Navigator.
- CPCU qualification or completion of specialized training courses.
Culture & Benefits
- On-site collaboration with team leadership and cross-functional partners.
- Medical, dental, vision, life, and disability insurance.
- Paid time off, holidays, paid sick time, and employee assistance resources.
- 401(k) with immediate vesting, HSA, FSA, commuter benefits, and employee discounts.
- Paid maternity and paternity leave, including adoption leave, plus legal plan and pet insurance options.
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