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 to manage a book of business, serve as the main client contact, and ensure client needs are met. Our core values are Excellence, Collaboration, Trust, Diversity/Inclusion, and Respect. We celebrate achievement and reward employees for 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 client 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 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 working with or volunteering for nonprofits are a plus.