Risk and Insurance Management Recruiting
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Category Listing


Posted: Friday, November 30, 2018

Employee Benefits Account Manager

Petaluma, CA
Salary: $70,000 - $95,000

Employee Benefits Account Manager-  Petaluma, CA

The Rogan Group, Inc a Risk Management and Insurance Recruiting firm is assisting a California insurance brokerage client in identifying an Employee Benefits Account Manager for their Northern California Office.

Client Profile:

• Founded 1990s

• Privately held- Top 50

• Offices- 9 across the state

• Full Service

• 60 Million in revenue

• Industry Sectors- Construction, Hospitality, Manufacturing, Agriculture

• Top Carriers- Aetna, AIG, Metlife, Cigna

Job Outline:

Develops effective client relationships by:

• Maintaining consistent and continuous communication with assigned clients.

• Providing prompt and courteous service and assistance to clients as needed.

• Meeting or surpassing the customer service expectations of clients in accordance with agency standards and workflows.

• Providing needed information to and resolving issues for clients.

Performs or assists with account administration by:

• Completing client servicing tasks related to new business set up and applications, renewal applications, and policy research.

• Maintaining current and accurate customer databases and files.

• Assisting in account processing, installing new policies, ordering client materials

• Assisting client in daily administrative issues, enrollments, claim problems

• Coordinating or conducting open enrollment meetings as needed

• Marketing new business and renewals.

Ensures the accuracy and value of service to clients by:

• Maintaining competency and knowledge of client data including policy information, significant dates and deadlines, and changes to client records.

• Escalating client issues or advising the Producer on client issues as appropriate.

• Participating in seminars and other training to maintain required skill levels and enhance job and industry knowledge.

Manages required annual continuing education and renewal of Life-Agent License

Performs other duties as requested by Producers and Benefits Department Manager.

Qualifications:

• 5+ years’ experience with employee benefits within a retail broker

• Education – High school diploma required; some college level coursework preferred

• Certification – Life-Agent and/or Fire and Casualty Broker-Agent License.

To discuss this position further, please contact Ben Levin, Recruiting Consultant, Northern CA, The Rogan Group, Inc. 443-394-7046 or blevin@rogangroup.com   The Rogan Group, Inc. – Risk & Insurance Management Recruiting. 

The Rogan Group, Inc. - is an Executive Search firm (recruiting firm) that specializes in the Risk Management and Insurance Industry. We conduct projects on a Local, Regional & National basis. Projects come from all areas of the industry, but we do place an emphasis on the Insurance Brokerage sector with Production and Management openings being a great percentage of our assignments. We’ve completed regional and national projects in both Property & Casualty and Employee Benefits. To see a list of our insurance openings/jobs, please visit our website at www.rogangroup.com



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