Employee Benefits Account Manager

  • San Diego, CA
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A bit about us:

We are a fast-growing insurance broker that prides itself on knowledge, customer experience, and investing in our employee's growth.

Why join us?


401(k) matching
Dental insurance
Disability insurance
Flexible schedule
Health insurance
Life insurance
Paid time off
Parental leave
Tuition reimbursement
Vision insurance

Job Details

Provide service to clients in conjunction with the Risk Advisor and/or Senior Account Manager while providing assistant level support to the team members per the Account Manager job description. Become familiar with all of his/her clients and is responsible for service provided to the assigned customer accounts, ensuring that the client is well serviced.

The following is illustrative of the general activities of this position and does not reflect each and every task this position may undertake. Training and resources will be provided to assure the employee is able to accomplish what is required.


Develop marketing plan with Senior Account Manager and/or Risk Advisors and insureds. Complete submissions to market new and renewal accounts to insurance carriers. Prepare proposals, negotiate coverage terms and pricing.
Manage the New Business and Renewal process. Follow up with carrier to determine plan of benefits, rates, and terms of contract.
Receive and send BOR letters to carriers. Set up client in EPIC.
Follow-up with client to introduce self, gather missing information and establish relationship.
Plan and conduct open enrollment meetings.
Submit applications and forms to carriers, audit enrollment 45 days after effective date. Terminate previous carriers within 15 days of new policy effective date.
Maintain positive client and insurance company relationships. Proactively contact clients four times per year for the purpose of checking-in and offering support and assistance as may be needed.
Respond to all client, insurance company or member inquiries immediately but not later than within 24 hours.
Inform or involve as necessary the Risk Advisor with “in-flight emergencies” as they occur.

Bachelor’s Degree (Preferred)
Current California Life & Health Insurance License
5+ Years Employee Benefits Experience (Preferred)
COBRA and HIPAA Knowledge
Proficiency of PC Applications (MS Office and EPIC)
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