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Account Manager- Group Benefits in Irvine, CA at Risk Strategies

Date Posted: 12/3/2018

Job Snapshot

  • Employee Type:
  • Location:
    Irvine, CA
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:

Job Description

Are you an Account Manager specializing in Group Benefits looking for a new role? If yes, then we'd welcome the opportunity to engage with you! Your responsibility will be to assist in the day-to-day service and support for client accounts to ensure that client expectations are met. Engagement includes assisting in renewals, ongoing client service and new business projects as assigned as well as identifying opportunities to provide additional services and enhanced coverage levels to the Sr. AM.

  • Provide account management support to Group Benefits Department
  • Maintain positive working relationships and clear communication with clients and insurance carriers
  • Draft Request for Proposals (RFPs) for review by Account Team, make requested edits to RFPs, distribute RFPs to insurance carrier market, ensure timely response by insurance carriers, summarize insurance carrier proposals for review by Account Team
  • Request health and welfare plan renewals from insurance carriers for each client, file and summarize renewals for each client for review by Account Team
  • Assist in the management of the annual renewal process, including attending open enrollment meetings, providing assistance with processing enrollment/changes forms and documents


Job Requirements

  • Bachelors’ Degree or employee benefits insurance experience preferred
  • 1-3 years’ experience within the employee benefits industry
  • Valid State Life, Accident and Health brokers’ license /or obtain within 60 days
  • Valid Driver’s License
  • Possess excellent verbal and written communication skills
  • Bi-lingual (Spanish) preferred


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