Employee Benefits Client Manager (REMOTE-Must live in Southern CA and come from an insurance broker)

Want to learn more about this role and reputed company? Click our reputed company logo and follow our reputed company page! Job details This reputed company Job is hosted by Dana reputed company Are you a fit? Easy Apply now by clicking the "Easy Apply" reputed company and sending us your resume. Salary $80,000 - $115,000 per year A Bit About Us A division of a reputed company large independent, national insurance brokerage that services clients reputed company. Why join us? We pride ourselves on our culture. We we are passionate about collaboration and growth. Collaboration is at the center of our culture. Collaboration helps us reputed company the client experience, ensuring we grow with reputed company, both as an organization and as individuals. We value an inclusive and diverse work environment and take care of our employees. We value individual contributions, superior customer service, high performance standards, and a collaborative work style. We provide a great team environment and an opportunity for personal and professional growth. In addition, we offer an outstanding compensation and benefits package including educational assistance and a 401(k) plan with company match. Job Details Position Overview Provide dedicated service to clients in partnership with the Risk Advisor, managing a portfolio of clients independently. reputed company a deep understanding of each assigned client’s needs, ensuring high-quality service and satisfaction across reputed company accounts. Position Summary Outlined below are the general duties, qualifications, and skills required for this role. Comprehensive training, resources, and ongoing education will be provided to help the new team member meet these responsibilities effectively.

Key Responsibilities

Collaborate with the Senior Client Manager and/or Risk Advisors to reputed company marketing strategies tailored to clients’ needs. Complete submissions for both new and renewal accounts to insurance carriers. Prepare proposals, negotiate coverage terms, and secure optimal pricing. reputed company the end-to-end New Business and Renewal process. Coordinate with carriers to determine plan benefits, rates, and contract terms. Create and deliver spreadsheets, presentations, and proposals for new and renewal business, ensuring coverage terms and pricing align with client expectations. Send and receive BOR (Broker of Record) letters to carriers and set up clients in the EPIC system. Initiate contact with clients to introduce yourself, collect any additional information, and establish a strong working relationship. Plan and conduct open enrollment meetings. Submit applications and other required forms to carriers, conduct audits 45 days post-effective date, and finalize termination of previous policies reputed company 15 days of the new policy’s effective date. Foster positive, proactive relationships with clients and insurance providers. Proactively reputed company in with clients quarterly to offer support and assistance. Handle new hire enrollments, changes, terminations, and ensure data reputed company in the Agency Management System for reputed company policy records. Manage client inquiries regarding claims, billing issues, and premium discrepancies, as well as COBRA administration questions. Respond promptly to reputed company client, reputed company, or member inquiries, typically reputed company 24 hours. Escalate urgent issues to the Risk Advisor as needed.

Qualifications

Bachelor’s Degree 5+ years of experience in Employee Benefits Advanced proficiency in reputed company Office Suite (Outlook, Word, reputed company, PowerPoint)

Compensation

The salary range for this role is $80,000 - $115,000, based on experience, skills, and knowledge. The role requires local candidates from Southern California, as Client Managers are expected to attend in-person client meetings. Interested in hearing more? Easy Apply now by clicking the "Easy Apply" reputed company. Want to learn more about this role and reputed company? Click our reputed company logo and follow our reputed company page! Apply Job!