Employee Benefits Account Manager

4 days ago


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

Valmark 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 Responsibilities
  • Execute routine client servicing requests in a timely and efficient manner, leveraging established processes and templates to communicate with clients.
  • Process a mastery of the specific rules pertaining to each of the respective areas, including individual family plans, small group employee benefits packages, senior Medicare supplements, and retirement plans.
  • Collaborate with the EEB Advisor/Assoc. EEB Advisor to outline expectations and execute documentation, confirmation, and closing out of all communications and backup to the issue.
Requirements
  • High School Diploma
  • Insurance License or Ability to Obtain
  • 5+ Years in Health Insurance/HR
  • Proficiency in Microsoft Office Suite (Word, Outlook, Excel, PowerPoint)
Benefits
  • Competitive benefits package including Health Insurance, Dental, Vision, Paid Holidays, Paid Vacation, Sick Days, Paid Cell Phone Plan, FSA/125 Plan, Life & Disability Insurance, 401K with profit sharing


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