Benefits Account Manager

Full Time
La Mesa, CA 91941
Posted
Job description

To loyally support high level Insurance Agents (Group Benefits) and to maintain and nurture client relationships with exceptional communication, follow-up and learning the best way to get things done with the carriers.

Applicants need to be quick learners, tech-savvy, motivated to excel and have strong high volume customer service experience. We want people that are used to going into an office, working on a computer, answering emails, juggling phones, balancing files, tasks and multiple systems.

Duties:

*Works well with a Group Account Management team that process client requests regarding the client's Group Benefit Plan (Employee Benefits).

* Supports high level (high volume) Group Benefit Insurance Sales Agents. Escalates client issues to the Sales Agent. Meets weekly with the Sales Agents. Runs weekly meetings effectively, quickly and concisely. Runs client reports to manage Group Renewals in advance. Schedules client meetings.

*Manages and delegates to a team.

*Maintains client records.

*Submits client request to the carriers until confirmation of completion.

* Resolves client questions and problems by interpreting benefit policies and procedures.

* Expedites delivery of benefits by establishing and maintaining working relationships with clients and carriers.

* Reconciles benefits accounts by working with the Carrier's Billing Department.

* Prepares special reports by collecting, analyzing, and summarizing information and trends.

* Contributes to team effort by accomplishing related results as needed.

Skills/Qualifications:

· Strong organizational and project management skills

· Effective communicator; both written and verbal

· Analyzing Information

· Results Driven

· Proficient with MS Office Suite

Desired Requirements:

· Benefits Insurance Industry Knowledge

· Understanding of compliance ACA, ERISA, HIPAA

· Current CA Life/Health License

Pay: $21.00 - $30.00 per hour

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance

Contract type:

  • Permanent

Weekly day range:

  • Monday to Friday

Work setting:

  • Office

COVID-19 considerations:
Teague is dedicated to the health and safety of our employees and clients. We continue to follow all State and CDC recommendations.

Education:

  • High school or equivalent (Preferred)

Experience:

  • Customer Service: 2 years (Required)

License/Certification:

  • CA Life and Health License (Preferred)

Work Location: One location

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