Tax Manager / Senior Manager

This Jobot Job is hosted by : Dana Stark

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Salary : $75,000 - $85,000 per year

A bit about us :

We are one of the largest independent insurance agencies in California. We provide all lines of insurance to a group of clients throughout the U.S.

Why join us?

As one of California’s largest and fastest growing independent insurance agencies, we are committed to be on the leading edge of insurance in the state. Whether it’s through training, securing unique lines of coverage or developing new resources, we are dedicated to be at the forefront to make a difference for our clients.

Job Details

The Employee Benefits Account Manager will play a crucial role in managing and servicing our clients' employee benefits programs. This role involves maintaining strong client relationships, ensuring compliance with relevant regulations, and working closely with internal teams and insurance carriers to deliver exceptional service.

Key Responsibilities :

Client Relationship Management :

Serve as the primary point of contact for assigned clients.

Build and maintain strong, long-lasting client relationships.

Address client inquiries and resolve issues promptly and effectively.

Plan Design and Implementation :

Assist clients in designing and implementing employee benefits programs, including health, dental, vision, life, and disability insurance.

Provide expert advice on plan options and customization to meet client needs.

Renewals and Negotiations :

Manage the annual benefits renewal process.

Negotiate plan terms and rates with insurance carriers to secure the best possible options for clients.

Present renewal proposals and recommendations to clients.

Compliance and Regulation :

Ensure all benefits plans comply with applicable laws and regulations, including the Affordable Care Act (ACA) and ERISA.

Stay informed about industry trends and regulatory changes affecting employee benefits.

Employee Education and Support :

Conduct employee meetings and webinars to educate employees about their benefits options.

Provide ongoing support to employees, helping them understand and utilize their benefits effectively.

Claims Assistance :

Assist clients and their employees with the claims process.

Liaise with insurance carriers to resolve claims issues and ensure timely processing.

Reporting and Analysis :

Analyze benefits utilization and costs.

Prepare and present reports to clients, highlighting key insights and recommending plan adjustments as needed.

Qualifications :

Bachelor's degree in Business, Human Resources, or a related field a plus.

Minimum of 2 years of experience in employee benefits management, preferably within an insurance brokerage or similar environment.

Strong understanding of employee benefits products and regulations.

Excellent communication, negotiation, and interpersonal skills.

Proficiency in benefits administration software and Microsoft Office Suite.

Ability to manage multiple clients and priorities effectively.

Professional certification (e.g., CEBS, PHR, SPHR) is a plus.

What We Offer :

Competitive salary and performance-based bonuses.

Comprehensive benefits package, including health, dental, vision, and retirement plans.

Opportunities for professional development and career advancement.

A collaborative and supportive work environment.

Interested in hearing more? Easy Apply now by clicking the "Apply" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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