CalNonprofits Insurance Services

Compensation

Full 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