Crest Insurance Group logo

Benefits Account Manager

Crest Insurance Group
  • San Diego, CA
  • Full-time
  • Instant Apply
20 days ago

Job Description

Crest is looking for a top-notch Benefits Account Manager to service and expand our benefits book of business. This is an opportunity of a lifetime to have a career in a fast-growing insurance brokerage firm. We have physical locations in Arizona, Colorado, California, Nevada, and Wyoming, servicing customers in all 50 states. Minimum Qualifications:Must have and maintain a current Health and Life Insurance license.High School Diploma/GED and a minimum of 2 years of related experienceProficient in Microsoft Office (Outlook, Word, Excel, PowerPoint)Ability to navigate various carrier websites to retrieve items for processing or customer inquiries. Preferred Qualification:Associates or Bachelor's degreePrevious experience working in EPIC, Zywave, ThinkHR, EASE, Employee NavigatorHuman resources experience or knowledge Additional Knowledge Skills and Abilities:Ability to be highly organized, yet flexible in dealing with shifting priorities, fluctuating workloads, and evolving procedures.Must possess excellent verbal and written communication skills and enjoy working with people in a high-volume customer service environment.Ability to work independently with limited supervision, while maintaining positive staff relationships within a teamwork environment. Examples of Essential Job Duties:Build and maintain key client and carrier relationships, by phone, email, and in-person, including communication and presentations in-person or via internet videoconferences.Document all client interactions, communications, and strategic initiatives in Crest's Agency Management System in accordance with required workflows, conventions, and protocols, with accuracy and within required timelines.Assist assigned clients and Crest team members with service questions relating to administration, billing, claims issues, compliance and other problem solving as needed, within Crest Employee Benefits standards for response timeliness and professionalism.Work with Producers and lead Account Service teams to create and manage timelines and project management plans related to benefit plan renewals, requests for proposal, creation of benefit communications materials and enrollment meetings.Coordinate and lead service and regular stewardship meetings to demonstrate agency capabilities, review regulatory compliance, answer client questions and train client staff as needed. Continually evaluate relationship for cross-sell/development opportunities.Review, evaluate and present renewal offers and supporting documentation from current carriers and vendors, requesting renewal information from client and creating, distributing and compiling responses to Requests for Proposal as needed.Coordinate plan design changes, systems builds and communicate with vendors and carriers to assure accurate implementation and minimize Errors and OmissionsLead benefit plan implementations; including open enrollment material design, renewal timeline development, and coordination of open enrollment meetings.Assist clients with compliance and refer them to preferred vendors (ACA, HIPAA, COBRA, FMLA, ERISA) as needed and appropriate.Maintain and audit Crest benefit administration platforms, including their interface and interaction with insurance carrier and client system requirements.Attend seminars, classes and carrier meetings to maintain current knowledge of market changes including legislative changes and Affordable Care Act regulations.Mentor and train Account Assistants and other Account Management team members as needed or assigned.Other duties as assigned.Benefits:At Crest, we pride ourselves on providing an exciting, collaborative workplace along with a generous and highly competitive benefits package. Benefits at Crest extend above and beyond what most companies provide their employees. It is an amazing piece of your total compensation package. Crest is an equal opportunity employer, ensuring that no applicant for employment or employee is denied equal opportunity because of race, color, religion, sex, gender identity, sexual orientation, pregnancy, status as a parent, national origin, age, disability, family medical history or genetic information, political affiliation, or military service.

Numbers & Facts

LocationSan Diego, CA
Job TypeFull-time
IndustryInsurance
Company Size100 to 499 employees
Websitehttp://www.crestins.com

About Company

On June 1st, 2010, Cody Ritchie became the president of the Crest Insurance Group. Ritchie had the intention to develop the Group into the premier Arizonian agency. Now, years later, Crest has offices in Tucson, Scottsdale, Flagstaff, Sierra Vista and San Diego. At Crest Insurance, we take pride in our ability to serve all markets while retaining all the hallmarks of a local agency. Because of this, we still offer real, face to face service along with close connections to our local clients. For us, our client’s satisfaction is a priority and we leave no stone unturned when it comes to offering the most remarkable insurance services. Insurance is not just for you, it’s for your family, your business and your loved ones.

Skills

  • Billingunmatched
  • Brokerageunmatched
  • COBRA (Consolidated Omnibus Budget Reconciliation Act of 1985)unmatched
  • Communication Skillsunmatched
  • Compensation and Benefitsunmatched
  • Cross-Sellingunmatched
  • Customer Relationsunmatched
  • Customer Retention/Renewalunmatched
  • Customer Support/Serviceunmatched
  • Customer Trainingunmatched
  • Develop and Maintain Customersunmatched
  • Documentationunmatched
  • ERISA (Employee Retirement Income Security Act of 1974)unmatched
  • Employee Benefitsunmatched
  • FMLA (Family and Medical Leave Act of 1993)unmatched
  • HIPAA (Health Insurance Portability and Accountability Act)unmatched
  • Health Insuranceunmatched
  • High School Diplomaunmatched
  • Insuranceunmatched
  • Life Insuranceunmatched
  • Mentoringunmatched
  • Microsoft Excelunmatched
  • Microsoft Officeunmatched
  • Microsoft Outlookunmatched
  • Microsoft PowerPointunmatched
  • Microsoft Wordunmatched
  • Organizational Skillsunmatched
  • Presentation/Verbal Skillsunmatched
  • Problem Solving Skillsunmatched
  • Project Planningunmatched
  • Project/Program Managementunmatched
  • Proposal Writingunmatched
  • Regulationsunmatched
  • Regulatory Complianceunmatched
  • Request for Proposals (RFP)unmatched
  • Resolve Customer Issuesunmatched
  • Sales Managementunmatched
  • Staff Trainingunmatched
  • Stewardshipunmatched
  • Strategic Planningunmatched
  • Systems Administration/Managementunmatched
  • Team Lead/Managerunmatched
  • Team Playerunmatched
  • Time Managementunmatched
  • Videoconferencingunmatched
  • Writing Skillsunmatched

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