Employee Benefits Account Manager

The Jonus GroupBurbank, CA
Hybrid

About The Position

Seeking a dedicated and experienced Employee Benefits Account Manager to join a growing team. This role is responsible for managing employee benefits accounts while delivering exceptional client service and supporting overall operational excellence. The ideal candidate will possess strong employee benefits experience, a proactive approach to problem-solving, and the ability to thrive in a collaborative environment.

Requirements

  • Holds an active L&H (Life and Health) insurance license.
  • Minimum of 3-4 years of employee benefits account management experience.
  • Strong organizational and time management skills.
  • Excellent verbal and written communication abilities.
  • Demonstrated problem-solving skills and attention to detail.
  • Ability to work independently while contributing to a team-oriented environment.
  • Strong commitment to delivering exceptional client service.

Nice To Haves

  • Experience using EPIC is preferred.

Responsibilities

  • Manage a portfolio of employee benefits clients, ensuring high levels of service and client satisfaction.
  • Handle quoting, renewals, marketing, binding, and policy servicing activities for employee benefits accounts.
  • Serve as a trusted resource for clients regarding benefit plans, coverage options, and ongoing service needs.
  • Coordinate with carriers, vendors, and internal team members to ensure timely and accurate account management.
  • Maintain accurate client records and documentation within agency management software.
  • Support client retention efforts through proactive communication and relationship management.
  • Assist with resolving client issues and addressing coverage-related questions.
  • Collaborate with team members to maintain efficient workflows and service standards.

Benefits

  • Comprehensive benefits package
  • Paid time off
  • Retirement plan
  • Professional development opportunities
  • Additional employee perks
  • Wellness benefits
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