Employee Benefits Account Manager

The Jonus Group•Roseville, CA

About The Position

Seeking a dedicated and experienced Employee Benefits Account Manager to join an established and growing agency. This role is integral to supporting a Senior Account Manager and Producer in managing group benefit clients. The ideal candidate will have a strong background in employee benefits, excellent organizational skills, and a commitment to delivering exceptional client service.

Requirements

3-7 years of experience in employee benefits account management, preferably within an independent agency.
College degree or equivalent experience in an independent agency setting.
Ability to manage a book of business, including 25 clients and 50 policies, handling all aspects from A to Z.

Nice To Haves

Life and Health (L&H) license preferred.
Proficiency in EPIC software is a plus.
Experience with fully insured or self-funded accounts is preferred but not required.

Responsibilities

Run quotes and prepare benefit and cost comparisons for clients.
Manage and maintain client databases with accuracy and attention to detail.
Process eligibility changes online with insurance carriers.
Prepare open enrollment kits for employee meetings.
Address day-to-day service issues, including billing, eligibility, and claim resolution.
Assist in quoting new and renewal business.