Employee Benefits Associate Account Manager
CalNonprofits Insurance Services
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Full-Time
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Capitola, California
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$21-$26
Description
Join CalNonprofits Insurance Services, a leading provider of insurance solutions to the nonprofit sector. As a fully remote team, our commitment to servicing nonprofits extends beyond our physical locations in California. We are seeking a proactive and detail-oriented Employee Benefits Associate Account Manager to join our team.
Our core values are Excellence, Collaboration, Trust, Diversity/Inclusion, and Respect. When you join us, you’ll have the opportunity to continue learning, develop new skills, and grow personally and professionally. We celebrate achievement and reward our employees for their great ideas, attitude, and teamwork.
Position Overview –
Associate Account Manager is responsible for maintaining small accounts in every aspect related to servicing and renewing the assigned book of business.
Principal Duties and Responsibilities –
- Provides prompt, courteous, knowledgeable service to customers
- Perform all actions relating to customers and companies in a manner that will avoid issues involving potential errors and omissions.
- Guides clients through the renewal process and submits timely requests to carriers.
- Develop complete client information and applications for renewal business under the direction of the Producer, Customer Service manager and/or Account Executive.
- Prepare and deliver quotes, proposals, endorsements, and other policy-related documents to clients promptly.
- Maintain electronic files with proper records according to company procedures. Document customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken.
- Process client applications, documents, and paperwork.
- Identify rounding opportunities
- The individual holding this position must be able to handle multiple tasks and prioritize effectively. The ability to complete tasks with accuracy, efficiency and speed is important. Occasional travel throughout California may be required.
Education and Experience –
The ideal candidate will have
- 2+ years of employee benefit insurance experience
- Associate degree in Business Administration or equivalent experience
- Proficiency in Microsoft Office365 applications (Outlook, Teams, Excel, Word, etc.)
- Superior customer service skills
- Excellent verbal and written communication
- Bilingual skills are a plus
- Experience with working with or volunteering for nonprofits is a plus
Licensing –
- Possession of a valid California Life/Health and Life Only license and be located in California
Required Experience
Entry Level (0-2 years)
Required Education
None
Benefits
Medical
Dental
Vision
Life Insurance
Retirement
Total CSR - Employee Benefits Associate Account Manager Application
