Account Manager

Employee
Benefits Account Manager - Group Benefits

Benefits:

• 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 favorite charity
• Paid Holidays, including the day after Thanksgiving
• 401K retirement program with company contribution matching
• Access to our Employee Assistance Program

Role:

The Benefits Account Manager supports the sales of and provides service for customers. This role is responsible for changes, updates, and value-added services.

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.

This is a full-time, onsite role. You may find the location of your nearest Inszone office by visiting

Responsibilities:

• 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.
• Support designated staff.
• 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.

Qualifications:

• Experienced -The ideal candidate will have experience supporting the sale of employee benefits
• Multi-tasking - Ability to successfully manage different projects and tasks in a fast-paced environment.
• Licensed - Current license required.
• 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.
• Computer literate - Ready to use and learn technology, as we work in a variety of portals and software programs.
• 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 incorporate well with the existing team, as well as maintain a positive attitude and good energy in the workplace.
• Professionalism - A senior team member is expected to set the example for other team members, in 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.

Who We Are

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 fall of 2025.

Concurrently, Inszone experienced significant internal growth, starting with a team of just 25 employees and now proudly features more than 1,000 team members. This expansion was coupled with the company’s recognition in Insurance Journal’s Top 100 Property/Casualty Agencies list at #29.

Why work for Inszone Insurance?

At Inszone, we’re passionate about the insurance industry and strive to create a unique company that we’re proud to be a part of. With over 20 years of experience in the business, we focus on…