Copy of Employee Benefits Account Manager
Join CalNonprofits Insurance Services, a leading provider of insurance solutions to the nonprofit sector. As a fully remote team, our commitment to servicing nonprofits extends beyond our physical locations in California. We are seeking a proactive and detail-oriented Employee Benefits Account Manager to join our team.
Our core values are Excellence, Collaboration, Trust, Diversity/Inclusion, and Respect. When you join us, you’ll have the opportunity to continue learning, develop new skills, and grow personally and professionally. We celebrate achievement and reward our employees for their great ideas, attitude, and teamwork.
Position Overview
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.
Principal Duties and Responsibilities
- Main point of contact with clients 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 the client’s 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 the employer with on-site/virtual 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.