Benefits Account Manager

INSZONE INSURANCE SERVICES LLC • Anaheim, CA

6d • Onsite

About The Position

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 www.inszoneinsurance.com/locations.

Requirements

• 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. Cross-training opportunities will be available for life insurance, annuities, and long-term care.
• 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.
• Active license appropriate to the line of business is required.

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.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed