Copy of Employee Benefits Account Manager

About the role

Join CalNonprofits Insurance Services, a leading provider of insurance solutions to the nonprofit sector. As a fully remote team, our commitment to servicing nonprofits extends beyond our physical locations in California. We are seeking a proactive and detail-oriented Employee Benefits Account Manager. Our core values are Excellence, Collaboration, Trust, Diversity/Inclusion, and Respect. When you join us, you’ll have the opportunity to continue learning, develop new skills, and grow personally and professionally. We celebrate achievement and reward our employees for their great ideas, attitude, and teamwork.

Responsibilities

• Main point of contact with clients for all inquiries, concerns, and guidance.
• Inform and educate clients on appropriate coverages, forms, contract requirements, and exclusions.
• Maintain contact and collaborate with internal and external parties to ensure the client’s needs are met.
• Plan, prioritize, and complete day-to-day workload utilizing agency procedures and systems.
• Prepare market analyses and proposals, process renewals, and carrier submissions.
• Handle intermediate-level inquiries, including differences (pros & cons) of HMOs, PPOs, and EPOs; understand the different plan types, eligibility guidelines, confidentiality guidelines, waiting periods, and coverage forms.
• Maintain and update knowledge of subjects necessary to provide excellent customer service.
• Assist the employer with on-site/virtual presentations, billing issues, applications, eligibility, ID cards, etc.
• Handle multiple tasks and prioritize effectively with accuracy, efficiency, and speed.

Occasional travel throughout California may be required.

Requirements

• Minimum of 3+ years of employee benefit account management experience.
• Proficiency in Microsoft Office365 applications (Outlook, Teams, Excel, Word, etc.).
• Associate degree in Business Administration or equivalent experience.
• Superior customer service skills.
• Excellent verbal and written communication.
• Possession of a valid California Accident/Health and Life license.
• Possession of a valid CA Driver’s License by date of hire, satisfactory driving record, and appropriate insurance.

Bilingual skills and experience with working or volunteering for nonprofits are a plus.