Employee Benefits Associate Account Manager - Hybrid (Irvine, CA)
Core
Supporting Senior Benefits Consultants in managing assigned client books of business and ensuring service deliverables meet client expectations.
Role type
Associate Account Manager (Benefits)
Builds
Client service deliverables, compliance filings, and benefit contract accuracy.
Domain
Employee Benefits / Health Insurance
Deliverable
client delivery
Required skills
Health and Life insurance licensing, broker agency or benefit administration experience, knowledge of health and ancillary products, Microsoft Office proficiency, quoting process knowledge
Preferred skills
Benefit administration systems experience, Bachelor's Degree
Technologies
Microsoft Office, benefit administration systems
Responsibilities
Support Senior Benefit Consultant and Account Manager with the management of assigned book of business, Serve in an advisory capacity for clients on day to day issues, Review accuracy of client work assignments from internal service team members, Work closely with Senior Benefits Consultant to support the renewal process, Review insurance contracts and benefit summaries to ensure accuracy of sold plans, Complete client compliance checklist and needed requirements such as 5500 filing, SBC distribution, SPD wrap document
Seniority
Individual Contributor, 2+ years experience