Current jobs related to Employee Benefits Account Manager - Santa Barbara - Valmark Financial Group

  • Employee Benefits Account Manager

    2 weeks ago

    Santa Barbara, California, United States Valmark Financial Group Full time

    Job SummaryValmark Financial Group is seeking a highly skilled and detail-oriented Employee Benefits Account Manager to join our team. As an Employee Benefits Account Manager, you will be responsible for ensuring the management of group employee benefits, individual health insurance, and Medicare senior supplement coverages.Key ResponsibilitiesExecute...

  • Employee Benefits Account Executive

    3 weeks ago

    Santa Barbara, California, United States Valmark Financial Group Full time

    Job OverviewAre you a reliable and detail-oriented individual who thrives in a collaborative environment? Do you possess exceptional organizational skills and the ability to juggle multiple tasks effectively? Valmark Financial Group is seeking a talented individual to join our team as an Employee Benefits Account Executive.ABOUT USEstablished with a...

  • Employee Benefits Account Manager

    1 week ago

    Santa Barbara, California, United States Demboski & Chapman Financial and Insurance Solutions Full time

    Job DescriptionAbout the RoleWe are seeking a highly skilled and detail-oriented Benefits Administrator to join our team at Demboski & Chapman Financial and Insurance Solutions. As a key member of our team, you will be responsible for ensuring the accurate management of group employee benefits, individual health insurance, and Medicare senior supplement...

  • Employee Benefits Account Manager

    4 months ago

    Santa Barbara, United States Demboski & Chapman Financial and Insurance Solutions Full time

    Job DescriptionJob DescriptionDescription:Your primary role is to ensure the management of the group employee benefits, individual health insurance and Medicare senior supplement coverages. This role entails servicing, educating clients, administrative work of front stage experience deliverables and back stage templates/processes to explain concepts. You...

  • Employee Benefits Consultant

    3 weeks ago

    Santa Barbara, California, United States Alliant Insurance Services Full time

    At Alliant Insurance Services, we are dedicated to crafting employee benefits solutions, grounded in the belief that well-being drives progress. Join our team of committed professionals who are focused on addressing clients' insurance needs. Our forward-thinking approach empowers clients to navigate change and capitalize on opportunities. This position...

  • Account Representative, Employee Benefits Specialist

    2 weeks ago

    Santa Maria, California, United States HUB International Full time

    **Key Responsibilities:**The Employee Benefits Account Representative at HUB International plays a critical role in supporting our customers by performing administrative tasks that contribute to the overall retention of accounts.**Key Duties and Responsibilities:**Maintains accurate and up-to-date records of employee benefits.Provides exceptional customer...

  • Account Representative, Employee Benefits Specialist

    5 days ago

    Santa Maria, California, United States HUB International Full time

    About HUB InternationalHUB International is a leading insurance broker that advises businesses and individuals on how to prepare for the unexpected. Our focus is on providing our customers with the peace of mind that what matters most will be protected-through unrelenting advocacy and tailored insurance solutions that put our clients in control.The...

  • Accounting Manager

    2 weeks ago

    Santa Barbara, United States Kimpton Hotel Full time

    Why We're HereWe believe heartfelt, human connections make people's lives better. Especially the people who work here. Our founder, Bill Kimpton rebelled against impersonal, generic hospitality that makes people feel disconnected. He initiated a new boutique hotel standard and environment where people could connect, from the heart. That was the goal then,...

  • Account Manager

    3 weeks ago

    Santa Barbara, United States Invoca Full time

    About Invoca: Invoca is the industry leader and innovator in AI and machine learning-powered Conversation Intelligence. With over 400 employees, 2,000+ customers, and $100M in revenue, there are tremendous opportunities to continue growing the business. We are building a world-class SaaS company and have raised over $184M from leading venture capitalists...

  • Account Manager

    3 weeks ago

    Santa Barbara, United States Invoca Full time

    About Invoca: Invoca is the industry leader and innovator in AI and machine learning-powered Conversation Intelligence. With over 400 employees, 2,000+ customers, and $100M in revenue, there are tremendous opportunities to continue growing the business. We are building a world-class SaaS company and have raised over $184M from leading venture capitalists...

  • Account Manager

    1 month ago

    Santa Barbara, United States Invoca Full time

    Job DescriptionJob DescriptionAbout Invoca:Invoca is the industry leader and innovator in AI and machine learning-powered Conversation Intelligence. With over 400 employees, 2,000+ customers, and $100M in revenue, there are tremendous opportunities to continue growing the business. We are building a world-class SaaS company and have raised over $184M from...

  • Senior Account Manager

    2 months ago

    Santa Barbara, United States Invoca Full time

    Job DescriptionJob DescriptionAbout Invoca:Invoca is the industry leader and innovator in AI and machine learning-powered Conversation Intelligence. With over 400 employees, 2,000+ customers, and $100M in revenue, there are tremendous opportunities to continue growing the business. We are building a world-class SaaS company and have raised over $184M from...

  • Accounting Manager

    3 months ago

    Santa Barbara, United States Balance Financial Management Full time $70,000 - $80,000

    About the Job:The Accounting Manager plays an integral role in the day-to-day management of accounting tasks by coordinating the various activities involved in maintaining the general ledger, revenue recognition, expenditures, assets and liabilities for multiple clients. While this position does not manage staff directly, it is responsible for managing the...

  • Accounting Manager

    3 weeks ago

    Santa Barbara, United States Regal Executive Search Full time

    Accounting Manager JOB SUMMARY: The Accounting Manager is responsible for assisting with the functions of Payroll, Accounts Receivable, Accounts Payable, Income Journal, General Cashiering, Taxes, and Internal Controls. In some instances, is responsi Accounting Manager, Accounting, Manager, Accounts Receivable, Operations, Staffing

  • Accounting Manager

    2 weeks ago

    Santa Barbara, California, United States Mission Linen Supply Full time

    Job SummaryMission Linen Supply is seeking an experienced Accounting Supervisor to lead the daily management of the accounting team. The ideal candidate will have a deep understanding of accounting rules and practices, be skilled in Excel and financial software, and have a keen eye for detail.Key ResponsibilitiesLead the development and management of a...

  • Accounting Manager

    3 days ago

    Santa Barbara, United States AppleOne Full time

    Job DescriptionJob DescriptionAre you an experienced Accounting Supervisor looking for a new opportunity in Santa Barbara? Connect with me today to explore an exciting opening for an Accounting Supervisor role with potential advancement to Assistant Controller in a few years. Key Details: - Position: Accounting Supervisor - Location: Onsite in Santa Barbara...

  • Small Group Benefits Manager

    2 months ago

    Santa Barbara, United States Demboski & Chapman Financial and Insurance Solutions Full time

    Job DescriptionJob DescriptionJoin our team as an Employee Benefits Account Manager, where you'll manage group employee benefits, individual health insurance, and Medicare senior supplement coverages. This dynamic role involves educating clients, handling administrative tasks, and balancing new business with servicing needs. You'll work closely with...

  • Employee Experience Director

    2 weeks ago

    Santa Barbara, California, United States Covenant Living Communities Full time

    Job SummaryCovenant Living Communities seeks a highly skilled and experienced Employee Experience Leader to join our team. As a key member of our Human Resources department, you will be responsible for creating a positive and productive work environment that aligns with our company's mission and objectives.Key ResponsibilitiesOperational ExcellenceEnsure the...

  • Employee Experience Director

    2 weeks ago

    Santa Barbara, California, United States Covenant Living Communities Full time

    Job SummaryCovenant Living Communities seeks a highly skilled and experienced Employee Experience Director to lead and direct the routine functions of the Human Resources department. This role will be responsible for ensuring a happy and productive workplace where everyone works to realize the established mission and objectives.Key...

  • Project Accounting Manager

    6 days ago

    Santa Barbara, California, United States Jobot Full time

    {"Job Title": "Project Accounting Manager", "Company": "Jobot", "Location": "Remote Opportunity", "Job Type": "Full-time", "Industry": "Architecture and Engineering", "Job Description": "Job SummaryWe are seeking a highly skilled Project Accounting Manager to join our Engineering team. As a key member of our team, you will be responsible for overseeing all...

Employee Benefits Account Manager

4 months ago

Santa Barbara, United States Valmark Financial Group Full time
Job DescriptionJob Description

Description:

Your primary role is to ensure the management of the group employee benefits, individual health insurance and Medicare senior supplement coverages. This role entails servicing, educating clients, administrative work of front stage experience deliverables and back stage templates/processes to explain concepts. You will need to proactively manage your time with strategies to balance the urgent versus important within the New Business and Servicing pipelines as they arise. The position works closely with the EEB Advisor/Assoc. EEB Advisor to outline the NB/Serv expectations at hand, and then entails collaboration, execution, documentation, confirmation, collaboration and then closing out of all communications/backup to the issue.

Servicing Pipeline: This role largely entails executing preparation of the annual Renewal season materials for each group client of the firm. Directly communicate with clients in assessing, researching and then autonomously executing on client service requests- pertaining to billing, claims, dependents, eligibility issues.

New Business Pipeline: This role entails working supportively with the Associate and Lead EEB Advisors and collaboratively with the other EEB Service Coordinators/Analysts who work remotely through Warner Pacific. May participate in client meetings with more senior advisors and complete follow-up work from client meetings.

Correlations to other roles:

This role can be transitionary position for a motivated individual moving from an Administrative Role into attaining greater responsibility within the organization.

This role can also be partially utilized for onboarding a new EE into an Associate EEB Advisor Role, as they may need 6-12 months in a Client services Coordinator role first such that they understand the processes/systems.

Individuals excelling in this area, and desiring more autonomy & greater responsibility, whom are specifically capable of providing advice and being responsible for Bus Development activities can transition from this role into an “Associate EEB Advisor Role”.

Clear Expectation's for the Role:

You are largely responsible for the accuracy of our EEB review materials which are utilized to make financially significant corporate decisions that have large financial, tax and legal implications. The role entails the execution of all back-office procedural/administrative functions for executing on New Business, and will set the table for the client's overall satisfaction with our firm's level of service in the EEB area. Your ability to focus on the details, honestly knowing your knowledge limits, and be proactively self-motivating and then managing your activities is paramount. The EEB Advisor you will be working with must be keenly aware of any ambiguity, or assumptions that were made as they could otherwise undermine hours of valuable advisory work.

Expectations of capabilities includes but is not limited to:

· Ability to execute on routine client servicing requests in a quick and efficient manner leveraging back stage Processes, Agendas and Template communications.

· High degree of accuracy in data entry into Warner Pacific website of quantitative parameters of case planning, and high degree of adherence to organizational protocols within the office.

· For each line of business, it is imperative that you possess a mastery of the specific rules pertaining to each of the respective areas of A and C, while the Advisor you will be working with must be keenly aware of section B. Below are some of the key areas you will need to be familiar with:

I. Individual Family Plans

a. New Business Pipeline- Enrollment Rules

i. Paperwork/ Procedural

ii. Timelines for enrollment/changes

iii. Maintain Relationships directly at the Carrier level for support

b. Servicing Pipeline- Common Value Creation

i. Premium Payment Issues

ii. Claim Coverage questions

c. Advisory- Coverage Design considerations

i. Health Policies (Off-Exchange): Understand the different rules and networks through the different carriers.

ii. Health Policies (On-Exchange): Be familiar with the different income guidelines that would allow individuals to obtain a subsidy with Covered CA and the application process for establishing the policy.

iii. Ancillary Benefits: Know the different plan options available for Dental and Vision amongst the different carriers.

II. Small Group Employee Benefits package

a. New Business Pipeline - Enrollment Rules

i. Paperwork/ Procedural

ii. Timelines for enrollment/Changes

iii. Maintain Relationships/Contacts at carrier and GA level

b. Servicing Pipeline- Common Value Creation

i. Premium Payment Issues

ii. Claim Coverage questions

c. Advisory- Coverage design considerations

i. Health Policies: ER/EE Premium Payment options, Flexibility available in creatively bracketing the benefits.

ii. Ancillary Benefits: Know the different plan options available for Dental, Vision, Life and LTD amongst the different carriers.

III. Senior Medicare Supplements/Advantage Plan/Part D RX

a. New Business Pipeline- Enrollment Rules

i. Paperwork/ Procedural

ii. Timelines for enrollment/Changes

iii. Maintain Relationships/Contacts at carrier and GA level

b. Servicing Pipeline- Common Value Creation

i. Premium Payment Issues

ii. Claim Coverage questions

c. Advisory- Coverage design considerations

i. Medicare parts A & B: Knowledgeable and know how the coverage works and dates and deadlines surrounding the coverage.

ii. Medicare supplement plans: Familiar with the different supplements available, how they work and the rules to set them up.

iii. Medicare Ancillary Benefits: Stay current on the plans and options available to add dental and vision.

iv. Have a broad-based knowledge of the structure of how PDP plans work especially surrounding the “donut hole” and be familiar on how to set them up and the penalties involved in not enrolling.

IV. HSA/HRA/FSA-125 Plan specifics

a. New Business Pipeline- Enrollment Rules

i. Paperwork/ Procedural

ii. Timelines for enrollment/Changes

iii. Maintain Relationships/Contacts at carrier and GA level

b. Servicing Pipeline- Common Value Creation

i. Premium Payment Issues

ii. Claim Coverage questions

c. Advisory Coverage design considerations

V. Retirement Plans

a. New Business Pipeline- Enrollment Rules

i. Paperwork/ Procedural

ii. Timelines for enrollment/Changes

iii. Maintain Relationships/Contacts at carrier and GA level

b. Servicing Pipeline- Common Value Creation

i. Premium Payment Issues

ii. Claim Coverage questions

c. Advisory Coverage design considerations

AS NEEDED

1. As we become appointed with additional carriers, the contract needs to be saved in the producing agent's folder within Paperless Office Compliance.

2. Utilize Ease software to provide HR resources to group clients-

3. Enter all Employee's/Dependents into AA (such that we have their DOB for Medicare purpose

Experience and Education Requirements

  • High School Diploma
  • Insurance License
  • 5+ Years of experience in Health Insurance/ HR