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Job Details

« Back to Search Employee Benefit Account Manager- Walnut Creek, Ca
Walnut Creek, CA

Date Posted: May 3, 2017
Job Type: Direct Hire
Job ID: 259596

Job Description


Walnut Creek - Employee Benefits Account Manager

If you have experience in employee benefits handling various sized groups, customer service and processing, we are looking for your expertise. Our client is seeking a strong, self-motivated candidate who can manage and maintain a book of business with little supervision. The Employee Benefits Account Manager will be responsible for the day-to-day management, processing and customer service on the book of business.


  • Responsible for providing outstanding customer service to clients
  • Process new business, market both new and renewal business
  • Provide timely and courteous service and assistance to clients meeting or surpassing the customers’ expectations
  • Stay organized with daily and monthly account management meetings and email correspondence to clients, carriers, etc.
  • Maintain current and accurate customer database files by updating/uploading proper documentation
  • Complete client service tasks related to new business set up and applications as well as renewal applications and policy research
  • Occasional travel to clients place of business for open enrollment or proposal and/or renewal meetings as needed


  • Active CA Life and Disability license - Required.
  • Experience in both large group and mid-size
  • 3+ years’ experience working with employee benefits
  • Knowledge of multiple health insurance carriers a must
  • High School Diploma required
  • 4-year college degree preferred
  • Knowledge of COBRA Administration a plus
  • Proven ability to be self-motivated enough to get work done form a home office
  • Very well organized ad able to handle multiple tasks with the ability to prioritize
  • Ability to effectively communicate via email, phone and in person in a sincere, kind and professional manner