Employee Benefits Specialist

Seeking a CA life and health licensed EB SR AM that can be housed hybrid out of LA, SD, OC, or Woodland Hills.The SR Account Manager is responsible for day to day management of their assigned book of business. The SR AM works closely and collaboratively with the internal service team, Benefits Consultants and/or Client Executives to ensure service deliverables meet and exceed client expectations. The SR AM serves as the clients' main point of contact for any benefit- related service needs.Responsibilities include:Manages and maintains assigned book of business (Groups range from 100-3000 lives) Serves in an advisory capacity for clients;Delegates work assignments to internal service team membersWorks closely with Benefits Consultants and/or Client Executives to manage the entire renewal processManages day to day client issuesConducts needs analysis and strategy callsConducts enrollment meetings as neededConducts regular face-to-face meetings with clientsAdvises clients in reducing costs while offering competitive benefits optionsAssists clients with 5500 form filings, as applicableAssists in growing the book of business through cross-sale opportunities when availableBuilds relationships with clients through proactive communicationsCommunicates and educates clients on latest trends, concerns and changes in the industryEffectively and efficiently manages complex accounts and high-level service deliverablesProvides leadership within the extended service team

Created: 2025-01-29