Job Description

Account Manager - Employee Benefits - Nonprofits

Join to apply for the Account Manager - Employee Benefits - Nonprofits role at CalNonprofits Insurance Services

Account Manager - Employee Benefits - Nonprofits

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Join to apply for the Account Manager - Employee Benefits - Nonprofits role at CalNonprofits Insurance Services

Job Description

Account Manager position is responsible for proactively managing the book of business assigned to them. As the main point of contact with clients, you will interact with customers to provide information in response to inquiries about products and services and to handle and resolve complaints. Customer Service, administration and sales skills required.

Benefits

Annual Base Salary Based on Experience

Job Description

Account Manager position is responsible for proactively managing the book of business assigned to them. As the main point of contact with clients, you will interact with customers to provide information in response to inquiries about products and services and to handle and resolve complaints. Customer Service, administration and sales skills required.

Benefits

Annual Base Salary Based on Experience

Paid Time Off (PTO)

Work from Home

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Career Growth Opportunities

Retirement Plan

401K

Responsibilities

• Main point of contact with client 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 clients 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 the different plan types, eligibility guidelines, confidentiality guidelines, waiting periods, and coverage forms
• Maintain and update knowledge of subjects necessary to provide excellent customer service
• Assist employers with on-site presentations, billing issues, applications, eligibility, ID cards, etc.

The individual holding this position must be able to handle multiple tasks and prioritize effectively. The ability to complete tasks with accuracy, efficiency and speed is important. Occasional travel throughout California may be required.

Requirements

The ideal candidate will have

• 3+ years of employee benefits account manager or equivalent role experience
• Associates Degree in Business Administration or equivalent experience
• Proficiency in Microsoft Office365 applications (Outlook, Teams, Excel, Word, etc.)
• Superior customer service skills
• Excellent verbal and written communication
• Bilingual skills are a plus
• APPLIED EPIC EXPERIENCE
• Experience with working with or volunteering for nonprofits is a plus.
• Must possess California Accident/Health and Life Only licenses
• Must possess a California Driver's License with satisfactory driving record and insurance to drive on company business
• Located in California, Oregon, Texas, Georgia, Nevada

Company Description

Nonprofit Owned. Nonprofit Serving. Founded in 1984 as a subsidiary of the California Association of Nonprofits (CalNonprofits), CalNonprofits Insurance Services was established during a time of diminishing insurance options for nonprofits. At CalNonprofits Insurance Services we insure more than 1,800 nonprofit organizations throughout California and we are the only California brokerage specializing in insurance for nonprofits. Our clients range from newly established nonprofits all the way to venerable organizations with multiple locations statewide.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

• Industries

  Insurance

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Job Tags

Full time, Contract work, Remote work,

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