About this role
Role Overview
- Manage client base of large and complex group employee benefits accounts
- Provide day-to-day servicing, renewal support, and operational assistance
- Review insurance coverages and advise the Senior Client Executive on required changes
- Manage daily processing including enrollment changes, plan amendments, billing reconciliation, and compliance correspondence
- Prepare benefit plan RFP submissions and renewal materials
- Support the Senior Client Executive during open enrollment
Requirements
- Minimum 3 to 5 years of related Employee Benefits experience at an agency or brokerage
- California Life & Health License required
- CEBS or GBA designation preferred
- Bilingual
- Spanish preferred
- Proficient in Microsoft Office applications including Word and Excel
- Experience with BenefitPoint or Employee Navigator
- Familiarity with self-funded claims reporting platforms and benefits administration systems preferred
- Knowledge of large group benefit plan designs including self-funded and level-funded arrangements
- Ability to clearly articulate plan terms and details
Benefits
- Competitive salary
- Professional development opportunities
- Health insurance
- 401(k) retirement plan
- Flexible work opportunities
- Paid time off
- Wellness programs