Local Insurance Brokerage Firm is seeking a Health Insurance Agent to manage a book of business by coordinating and providing day-to-day service for employee benefits clients by maintaining client relationships, supporting client retention, maintaining strong carrier relationships and understanding client needs.
Monday-Friday 8:00am-5:00pm
$80,000-$100,000/year + Benefits
Responsibilities:
Provide top-notch service to all clients and work within the Employee Benefits Department team to ensure clients’ needs are met in a timely fashion.
Serve as client point of contact for day-to-day eligibility, processing claims, billing and overall administration of the employee benefit plan.
Work as a team with Producer and all Account Management Staff. Assist with the complete servicing of new and existing accounts.
Manage an assigned book of business comprised of accounts ranging in size form 10-200 employees.
Process client applications, terminations, benefit changes.
Work with EASE when necessary and other Ben Admin systems.
Maintain renewal reports, mailing lists, client data sheets, etc.
Assist with all new business and renewal underwriting and submissions to carriers and handle the process from start to finish.
Possess working knowledge of all major carrier websites.
Must keep up-to-date on all carriers’ benefit offerings.
Manage all client files including benefit summaries, rates, renewal information, etc.
Update COBRA rates with TPA.
Update benefits booklets, contribution sheets, etc.
Work with Producer to coordinate all aspects of renewal process.
Keep current on changes in legislation.
Build and maintain key client and carrier relationships.
Assist assigned clients and EB staff with service questions related to benefits administration, transactional processing, billing, claims issues and problem solving, upon request.
Work with Producer, other Account Managers, and Benefits Analyst on all aspects of plan implementation.
Assist clients with compliance as needed.
Provide stellar customer service to our clients by promptly responding to their inquiries and addressing their needs.
Qualifications:
3+ years of experience servicing small and large client group health and benefit products with emphasis in small group
Intermediate knowledge of Word, Excel, and PowerPoint
Maintain a valid unrestricted CA Life and Disability License
Benefits include competitive salary and bonus structure, group benefits plan (health, dental and vision), paid vacation, holidays and sick time, 4.5% contribution of wages into 401k plan, opportunities for professional growth and development.
If you meet the above criteria and are interested in joining our team, please reply with your resume and the best way to contact you. We look forward to speaking with you!