Senior Benefits Account Manager

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Full Time Temecula, CA, US

Salary Range: $20.00 To $32.00 Hourly

• Group Health, Dental, Vision, and Life Insurance for employee and dependents, with company currently contributing 100% towards base HMO or PPO coverage, with additional options available for expanded coverage and dependent care.
• Health Savings Account, Short-Term and Long-Term disability options
• Paid time off, accrued paid sick days and time off to devote to your favourite charity
• Paid Holidays, including the day after Thanksgiving
• 401K retirement program with company contribution matching
• Access to our Employee Assistance Program

The Benefits Account Manager supports the sales of and provides service for customers. This role is responsible for changes, updates, and value-added services, setting an example in performance and professionalism for other staff members.

NOTE:
This role is in no way related to the administration of employee benefits such as one might see in a company Human Resources Department. This role supports the SALE of employee benefits to organizations.

Additional compensation may be available for well-qualified candidates.

• Process policy changes and respond to enquiries with the utmost professionalism and timeliness
• Answer client’s questions regarding payments and notices.
• Process endorsements for clients.
• Manage a diverse book of house accounts.
• Cross-sell additional lines of business to existing customers.
• Review and respond to renewal activities.
• Follow up and see tasks thru to completion.
• Always protect the best interest of both the company and the customer.

• Licensed – Current license required
• Multi-tasking - Ability to successfully manage different projects and tasks in a fast-paced environment.
• Communication – The ability to speak and write in a clear and calm manner, ensuring customer satisfaction above all.
• Organization – Ability to plan and operate in a well-organized manner.
• Team Oriented – Ability to work as a part of a team, as well as maintain a positive attitude and good energy in the workplace.
• Computer literate
  – Ready to use and learn technology, aswe work in a variety of portals and software programs. The candidate chosen would build benefit enrollment materials for employees which are created in excel and Power Point
• Engaged – Show us you want to be successful and enjoy making connections with people, and you will see opportunities come your way. Our ideal candidate will want to take the ball, and run with it!
• Experienced –The ideal candidate has some understanding of the group renewal cycle and how to support a producer with admin tasks.
• Quick learner – We are looking for someone who can pick up new things rapidly. A quick starter who can integrate new knowledge will be set up for success.
• Professionalism - Senior team members are expected to set the standard for both success and professionalism.

• Active license appropriate to the line of business is required.

• Prolonged periods sitting at a desk and working on a computer.

Founded in 2002 in Rancho Cordova, CA, Inszone Insurance Services is a customer-centric, full-service insurance agency established to deliver personalized and comprehensive insurance solutions. Under its current ownership, in 2013 the company embarked on a rigorous expansion strategy. Inszone entered the Nevada market in 2018 and Arizona in 2019. A 2020 partnership with BHMS Investments and a 2023 partnership with Lightyear Capital enabled expansions into additional states, covering nearly half the country by the…