License Insurance Agent

Fairway Staffing Solutions • Santa Ana, CA

22h • Onsite

About The Position

The Benefits Account Manager / Insurance Service Representative is responsible for supporting clients with employee benefits administration, insurance communications, policy servicing, and coverage support. This role requires strong knowledge of employee benefits, insurance carrier systems, and California Life & Health insurance regulations.

Requirements

• Active California Life & Health License required
• Bilingual in English and Spanish required
• Strong understanding of employee benefits, life insurance, and financial planning concepts
• Ability to explain complex insurance plans and policies clearly
• Experience with: EASE employee benefits platform
• Experience with: Sagitta and/or AMS 360
• Experience with: Microsoft Office Suite (Excel, Word, PowerPoint)
• Experience with: Adobe PDF software
• Excellent verbal and written communication skills
• High school diploma or equivalent required

Nice To Haves

• Previous insurance sales or benefits administration experience highly preferred
• Bachelor's degree preferred

Responsibilities

• Assist producers with client communications, proposals, and policy support
• Utilize carrier portals including: Kaiser Health Net Anthem Blue Cross / Blue Shield Cal Choice Warner Pacific United Healthcare
• Deliver policy and plan documentation to clients
• Follow up with clients regarding changes affecting benefit coverage needs
• Process employee benefit plan changes, corrections, additions, and deletions
• Explain benefit plan coverage, eligibility, and insurance options to subscribers
• Coordinate with third-party vendors regarding COBRA administration
• Maintain accurate records within EASE, Sagitta, and/or AMS 360 systems
• Support overall client service and account management activities

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED