A well-established, growing insurance brokerage in Southern California is looking for an experienced Employee Benefits Client Manager to independently manage a book of group benefits clients, partnering closely with producers. Training, resources and continuing education are provided.
What you'll do
- Own the new business and renewal process for your clients, from marketing strategy and carrier submissions to proposals, negotiation of plan terms and pricing
- Build spreadsheets, presentations and proposals for new and renewing accounts
- Onboard new clients: BOR letters, account setup in the agency management system (EPIC), and introductory outreach
- Plan and lead open enrollment meetings, submit applications, audit enrollment and coordinate carrier terminations
- Handle ongoing service: new hires, coverage changes, terminations, claims questions, billing issues and COBRA questions
- Check in with each client at least quarterly and respond to client, carrier and member requests within 24 hours
- Keep policy data accurate and loop in the producer quickly on urgent issues
What we're looking for
- Bachelor's degree
- Active California Life & Health license
- 5+ years of employee benefits account management experience, with solid tenure
- Advanced Microsoft Office skills (Outlook, Word, Excel, PowerPoint)
- Strong communication, organization and attention to detail, with a team-first, service-minded approach
Compensation and setup
- $100,000 to $115,000
- Hybrid or remote; candidates must reside in Southern California
Apply in confidence to learn more.
All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.
GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.
