Group Benefits (Life and Health Insurance) Account Manager – Small to Medium Groups/Account

Responsibilities

• Serve as the primary service contact for large group Life & Health clients
• Manage renewals, remarketing, plan changes, and ongoing service needs
• Consult with clients to assess benefit strategies and explain coverage options
• Collect census and underwriting information to propose competitive health plans
• Absorb and evaluate premium quotes to deliver best-value solutions
• Maintain accurate documentation of client interactions, policy changes, and plan records
• Build and maintain strong relationships with clients, carriers, and vendor partners

Qualifications

• Active California Life & Health Insurance License (Required)
• High School Diploma (required)
• 3+ years of Employee Benefits account management experience with California groups fully funded plans (required)
• Proficiency in Ease/Employee Navigator (highly preferred) as well as AgencyBloc (AMS+) and PlanSource
• Advanced Microsoft 365 skills, including Excel (pivot tables, formulas, macros) (highly preferred)
• Experience managing multiple Open Enrollment cycles
• Experience working with carriers such as Anthem Blue Cross, Kaiser, and ancillary partners including MetLife, Guardian, Unum, and VSP
• Strong written and verbal communication skills
• Highly service-oriented with strong problem-solving abilities
• Knowledge of self-funded plans is a plus