Job Details

Employee Benefits Account Manager

  2021-02-05     Calnonprofits Insurance Services     capitola  

Job Title: Employee Benefits Account Manager

Classification: Full-Time, Regular

Hours: 9-5, M-F

Compensation: Based upon experience and skill

To apply – please follow this link to take skills tests and assessments (approx.. 60 minutes) and upload your resume and cover letter.

Position Overview –

Account Manager position is responsible for proactively managing the book of business assigned to them.  As the main point of contact with clients, you will interact with customers to provide information in response to inquiries about products and services and to handle and resolve complaints.  Customer Service, administration and sales skills required.

Principal Duties and Responsibilities –

  • Main point of contact with client for all inquiries, concerns, and guidance. Inform and educate clients on appropriate coverages, forms, contract requirements, and exclusions.
  • Maintain contact and collaborate with internal and external parties to ensure client’s needs are met
  • Plan, prioritize and complete day-to-day workload utilizing agency procedures and systems
  • Prepare market analyses and proposals; process renewals and carrier submissions
  • Handle intermediate level inquiries including: differences (pros & cons) of HMOs, PPOs, and EPOs; understand the different plan types, eligibility guidelines, confidentiality guidelines, waiting periods, and coverage forms
  • Maintain and update knowledge of subjects necessary to provide excellent customer service
  • Assist employers with open enrollments, on-site presentations, billing issues, applications, eligibility, ID cards, etc.

The individual holding this position must be able to handle multiple tasks and prioritize effectively. The ability to complete tasks with accuracy, efficiency and speed is important.  Occasional travel throughout California may be required.

Education and Experience –

The ideal candidate will have

  • 3+ years of employee benefit insurance experience
  • Associates Degree in Business Administration or equivalent experience
  • Proficiency in MS Excel, Word and Outlook
  • Superior customer service skills 
  • Excellent verbal and written communication
  • Bilingual skills are a plus
  • Experience with working with or volunteering for nonprofits is a plus

Licensing –

  • Possession of a current CA Life, Health & Accident license is required
  • Possession of a valid CA Driver’s License by date of hire, satisfactory driving record and appropriate insurance


We know that our employees are our number one asset and we show it! We offer a 7-hour workday and great benefits including: medical, dental, vision, PTO, paid holidays, and MORE.

Background Checks –

Education, background, and reference checks will be completed.

We are looking for an individual who not only strives to maintain an excellent level of professional performance, but whose natural inclination is to go the extra mile for our associates and clients.

To apply – please follow this link to take skills tests and assessments (approx.. 60 minutes) and upload your resume and cover letter.


Do not contact this company in solicitation of any product or service.

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