Description:

WSR is currently seeking a Full Time Employee Benefits Account Manager

Wages and Benefits:

Competitive salary with the potential of quarterly bonuses
Medical, vision, and dental (employee and dependents covered at a very minimal cost to the employee)
Telehealth through Teledoc Health, 100% covered by employer for employee and eligible dependents
Life and short & long-term disability, 100% covered by employer for employee
Paid time off – holidays, vacation, and sick leave
Paid time off to volunteer in your community
401k and profit sharing plans
Alternative work schedules

Position Summary:

The Employee Benefits Account Manager is responsible for managing assigned book of business. This role includes customer interaction as well as support to Sales staff. We prefer someone who could work a hybrid schedule (1 day a week) or remote if located outside of commuting range.

Duties and Responsibilities:

Build and maintain client relations and manage client accounts
Delegate account servicing tasks to team members
Prepare and present proposals for Small Business Unit (SBU) accounts
Review new and renewal policies for accuracy
Resolve policy coverage, billing, membership and claims issues
Analyze client applications and other documents for accuracy
Thoroughly document accounts using the agency’s management systems
Mentor and train fellow employees as assigned
Continue growth of insurance knowledge and stay informed of changes in the insurance industry
Backup other employees as assigned
Special projects and other duties as assigned
Requirements:

Skills and Specifications:

Experience with individual, small, and large groups
Knowledge of ACA guidelines
Ability to problem solve, prioritize & delegate
Excellent communications skills, written and verbal
Follow instructions and tasks through to completion in a timely manner
Knowledge of insurance company’s guidelines and underwriting
Computer proficient and knowledgeable with Microsoft Office

Educations and Qualifications:

Maintain a current California Life & Health Insurance License

Wraith Scarlett & Randolph

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Employee Benefits Account Manager