License Insurance Agent

Benefits Account Manager / Insurance Service Representative

Schedule:

Monday Friday

8:30 AM 5:00 PM

Job Term: Temp to Hire

Position Summary:

The Benefits Account Manager / Insurance Service Representative is responsible for supporting clients with employee benefits administration, insurance communications, policy servicing, and coverage support. This role requires strong knowledge of employee benefits, insurance carrier systems, and California Life & Health insurance regulations.

Key Responsibilities:

Assist producers with client communications, proposals, and policy support

Utilize carrier portals including:

• Kaiser
• Health Net
• Anthem Blue Cross / Blue Shield
• Cal Choice
• Warner Pacific
• United Healthcare

Deliver policy and plan documentation to clients

Follow up with clients regarding changes affecting benefit coverage needs

Process employee benefit plan changes, corrections, additions, and deletions

Explain benefit plan coverage, eligibility, and insurance options to subscribers

Coordinate with third-party vendors regarding COBRA administration

Maintain accurate records within EASE, Sagitta, and/or AMS 360 systems

Support overall client service and account management activities

Job Requirements:

Active California Life & Health License required

Bilingual in English and Spanish required

Strong understanding of employee benefits, life insurance, and financial planning concepts

Ability to explain complex insurance plans and policies clearly

Experience with:

• EASE employee benefits platform
• Sagitta and/or AMS 360
• Microsoft Office Suite (Excel, Word, PowerPoint)
• Adobe PDF software

Excellent verbal and written communication skills

Previous insurance sales or benefits administration experience highly preferred

High school diploma or equivalent required; Bachelor's degree preferred

Fairway Staffing Solutions