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Employee Benefits Account Manager

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Position Description

LBW Insurance and Financial Services is looking for an experienced Employee Benefits Account Manager for our very successful, growing, Employee Benefits Department.

LBW Insurance and Financial Services was named one of the "Best Places to Work" in Los Angeles in 2022. We are the largest independent full-service insurance agency in the Santa Clarita Valley. We provide very high-quality, high-touch levels of service to our clients. 

Primary Requirements:

Candidate must have a minimum of 5 years of Employee Benefits experience and a current and active California Life & Health Insurance license. 

  • Experience with Large and Small Group clients 
  • Knowledge of health and welfare plans, including medical, dental, vision, STD ad LTD insurance 
  • Ability to interpret client’s current coverage plan, identify gaps, and recommend opportunities to expand lines of coverage 
  • Ability to prepare RFP and have knowledge of the insurance marketplace 
  • Interpret client’s current coverage plan, identify gaps and recommend opportunities to expand lines of coverage 
  • Ability to market new and existing clients 
  • Act as a liaison between clients and insurance carriers or other vendors 
  • Participate in client strategy meetings, renewal meetings, book of business reviews, and any other meeting supporting client service delivery 
  • Excellent presentation skills, includes use of Excel and PowerPoint 
  • Experience navigating and quoting in Warner Pacific or other quoting systems 
  • Experience working in BenefitPoint 
  • As needed, must be able to drive to client locations and deliver OE and education presentations 
  • Bilingual English/Spanish preferred 

Essential Duties and Responsibilities:

  • Interpret client’s current coverage plan, identify gaps and recommend opportunities to expand lines of coverage
  • Review standard plan designs and generate accurate proposals.
  • Conduct employee meetings and educate employees on their benefits
  • Act as a liaison between clients and insurance carriers or other vendors
  • Coordinate and manage administrative activity on client accounts
  • Participate in client strategy meetings, renewal meetings, book of business reviews, and any  other meeting supporting client service delivery.
  • Confirm and manage delivery of all client claims and plan financial reporting, providing appropriate commentary
  • Together with Sales Executive, review request for proposal and obtain any additional information needed to fulfill the client’s request. 
  • Organize current data into a format that can be used to market the account and may be used as a summary of key information about prospect/client
  • Develop a thorough understanding of internal process, team member responsibilities, and internal timelines so services can be accurate and effectively presented to the client
  • Other Duties - Attend various departmental and other office meetings; Stay current on regulations, health care reform, and general insurance knowledge; Complete required CE credits to maintain your insurance license; Participate in seminars and classes for knowledge and skills development; 

About Us:

LBW Insurance and Financial Services was named one of the "Best Places To Work" in Los Angeles in 2022 and we are looking for the right person to join our terrific team! LBW is the largest independent full-service Insurance Agency in the Santa Clarita Valley. We provide very high-quality, high-touch levels of service to our clients

We offer a great working environment, competitive salaries, 100% Paid Medical & Dental Benefits for the Employee, a matched 401K plan, and other excellent Benefits.

Salary range is $60,000 - $100,000 per year and is negotiable depending on experience.

Our normal work hours are 8:30 am to 5:00 pm Monday - Friday (Pacific time zone) with a 1-hour lunch. Must be able to work within these hours.

Onsite/Hyrbid work available

Job Type: Full-time

To apply: Send resume to Sandra Phillips at sandrap@lbwinsurance.com

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Disability insurance
  • Flexible schedule
  • Health insurance
  • Paid time off
  • Vision insurance
  • Work from home

License/Certification

  • Life & Health Insurance License (Required)
  • Driver's License (Required)

Types of Insurance