Employee Benefits Client Manager II

Job Description

Job Description

Full Job Description

Summary

Provide service to clients in conjunction with the Risk Advisor, managing book of clients independently. Become familiar with all their clients and is responsible for service provided to the assigned customer accounts, ensuring that the client is well serviced.

The following details a general list of duties, qualifications, and abilities for this position. Training, resources and continuing education will also be provided by the company to ensure that the new team member is able to accomplish the requirements of the role.

Duties

Develop marketing plan with Senior Client Manager and/or Risk Advisors and insureds. Complete submissions to market new and renewal accounts to insurance carriers. Prepare proposals, negotiate coverage terms and pricing.

Manage the New Business and Renewal process. Follow up with carrier to determine plan of benefits, rates, and terms of contract.

Preparation of spreadsheets, presentations and proposals for new and renewal business for assigned clients, responsible for negotiating coverage terms and pricing.

Receive and send BOR letters to carriers. Set up client in EPIC.

Follow-up with client to introduce self, gather missing information and establish relationship.

Plan and conduct open enrollment meetings.

Submit applications and forms to carriers, audit enrollment 45 days after effective date. Terminate previous carriers within 15 days of new policy effective date.

Maintain positive client and insurance company relationships. Proactively contact clients four times per year for the purpose of checking-in and offering support and assistance as may be needed.

Process and follow up on new hire enrollment forms, request for coverage change and terminations.

Responsible for integrity of policy data on Agency Management Systems and creation of new client account.

Manage all claim inquiries, billing discrepancies and delinquent premiums. Manage COBRA Administration questions and carrier updates.

Respond to all client, insurance company or member inquiries immediately but not later than within 24 hours.

Inform or involve as necessary the Risk Advisor with "in-flight emergencies" as they occur.

Qualifications

Bachelor's Degree

California Life & Health License

5+ Yeas Experience in Employee Benefits

Advance MS Suite Skills (Outlook, Word, Excel, PowerPoint)

Abilities

You lead through your actions and embrace your responsibilities.

You're a continuous learner who is always seeking to improve.

You put the team first and create ways to make your peers better.

You deliver an exceptional level of service to those you work with.

You have strong interpersonal skills and thrive in a team environment.

You're an effective communicator; both written and verbal.

You can be trusted to handle confidential and sensitive information.

You have strong organization and project management skills.

You have the ability to focus on the task-at-hand and multi-task as needed.

You're great with attention to detail and producing high-quality work.

You're able to grasp complex issues and establish proactive solutions to address those issues.

You have strong editing and writing skills.

You have a positive attitude and work ethic.

There is a very high level of professionalism here (attention to detail, product and industry knowledge, high expectations, etc). As a new employee that has spent time at other agencies, I can tell you that this is not the norm and it's something that I've missed. When you are surrounded by people working at a high level, you are held to a higher standard, and you push yourself to meet, and then exceed those expectations. That kind of attitude/approach is infectious and makes coming to work more meaningful.

Job Type: Full-time

Pay: $100,000.00 - $115,000.00 per year

Benefits:

401(k)

401(k) matching

Dental insurance

Employee assistance program

Flexible schedule

Flexible spending account

Health insurance

Health savings account

Life insurance

Paid time off

Parental leave

Professional development assistance

Referral program

Retirement plan

Tuition reimbursement

Vision insurance

Work Location: Hybrid remote in San Diego, CA 92101

W3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.

We’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.

Our Services
W3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.

We specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.

We are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.

Our Expertise
W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.

As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.

Company Description

W3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.\r\n\r\nWe’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.\r\n\r\nOur Services\r\nW3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.\r\n\r\nWe specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.\r\n\r\nWe are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.\r\n\r\nOur Expertise\r\nW3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.\r\n\r\nAs a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.