$65,000 --Seeking Insurance Customer Service Professional Candidate

Location: Laguna Hills
Posted on: May 4, 2025

Job Description:

Account manager/customer service

$45-65K range

MUST have some health care insurance experience

Also offer benefits (medical, dental, life, disability, 401(k).

They provide insurance primarily to universities (students) as well as some businesses as well.

Employee benefits company that has been providing strategic benefit solutions to a significant group of clients in both the corporate and university sectors for over 25 years. Our University Services Division specializes in the creative development, strategic implementation and effective communication of benefit programs for students and employees. Our Account Managers partner with our clients as part of their human resources team to assist them with the ever-changing world of employee benefits, bringing the client all that is necessary to meet or exceed the client's goals regarding their student or employee benefits program. We offer a cohesive work environment that encourages personal growth, professional development and team work, allowing our employees to enhance their lives by working in a friendly and positive atmosphere. Our employees are our best advertisement!

Essential Duties and Responsibilities of the Account Manager Position, University Services:

1. Initiates renewal process for existing University Services clients and creates renewal strategy in conjunction with the appropriate broker.

2. Analyzes and compares current exposures and develops renewal or new business specifications for marketing.

3. Conducts marketing, negotiates rates, quotes and coverage for competitiveness and accuracy.

4. Reviews and summarizes marketing results and preparation of proposals.

5. Finalizes proposals and presentations in coordination with appropriate broker;

6. Reviews policies and contracts for accuracy.

7. Obtains and manages all necessary paperwork for implementation of new client or renewal coverage.

8. Understands health insurance benefits thoroughly, including plan designs, legislation governing plans and any emerging trends.

9. Makes client group presentations as needed.

Competencies:

" Problem Solving - Identifies and resolves problems in a timely manner; develops alternative solutions; works well in group problem solving;

" Project Management - Develops project plans and communicates changes and progress; completes projects on time and within budget constraints;

" Customer Service - Manages difficult or emotional customer situations; responds promptly to customer needs;

" Oral Communication - Speaks clearly and persuasively in positive or negative situations; Responds well to questions; demonstrates group presentation skills;

" Technical Skills - Comfortable with business technology as email, word processing, Excel spreadsheets and presentation software;

" Written Communication - Writes clearly, effectively and informatively

Knowledge/Experience Required:

1. Four to five years of experience in employee and/or student benefits account management or customer service, with a strong knowledge of fully-insured medical plans, as well as ancillary lines of coverage, as dental, vision, life and disability.

2. Bachelor's Degree, or equivalent combination of education and experience.

3. Valid California insurance license desired but not required.

We are an equal employment opportunity employer and will consider all qualified candidates without regard to disability or protected veteran status.

Keywords: , Aliso Viejo , $65,000 --Seeking Insurance Customer Service Professional Candidate, Accounting, Auditing , Laguna Hills, California