Account Manager position is responsible for proactively managing the book of business assigned to them.  As the main point of contact with clients, you will interact with customers to provide information in response to inquiries about products and services and to handle and resolve complaints.  Customer Service, administration and sales skills required.  

Salary Range: $26.00 - $35.00 per hour

Benefits

Hourly Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Work from Home

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Career Growth Opportunities

Retirement Plan

401K

The ideal candidate will have

• 3+ years of employee benefits account manager or equivalent role experience
• Associates 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.
• Must possess California Life/Health and Life Only licenses
• Must possess a California Driver's License with satisfactory driving record and insurance to drive on company business
• Organization located in California
• In order to be considered for the open position, please complete the assessment via the provided link below

https://platform.totalcsr.com/apply/a02Ro0000099q8fIAA

• Main point of contact with client for all inquiries, concerns, and guidance. Inform and educate clients on appropriate coverages, forms, contract requirements, and exclusions.  
• Maintain contact and collaborate with internal and external parties to ensure client’s needs are met 
• Plan, prioritize and complete day-to-day workload utilizing agency procedures and systems 
• Prepare market analyses and proposals; process renewals and carrier submissions 
• Handle intermediate level inquiries including: differences (pros & cons) of HMOs, PPOs, and EPOs; understand the different plan types, eligibility guidelines, confidentiality guidelines, waiting periods, and coverage forms 
• Maintain and update knowledge of subjects necessary to provide excellent customer service 
• Assist employers with on-site presentations, billing issues, applications, eligibility, ID cards, etc.  

 

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. 

Nonprofit Owned. Nonprofit Serving. Founded in 1984 as a subsidiary of the California Association of Nonprofits (CalNonprofits), CalNonprofits Insurance Services was established during a time of diminishing insurance options for nonprofits. At CalNonprofits Insurance Services we insure more than 1,800 nonprofit organizations throughout California and we are the only California brokerage specializing in insurance for nonprofits. Our clients range from newly established nonprofits all the way to venerable organizations with multiple locations statewide.