Whiteboard Risk & Insurance Solutions • Los Angeles, CA, US
Posted 3 days ago
Employee Benefits - Account Manager (Remote)
We are a quickly growing insurance agency looking to add an experienced Account Manager (Employee Benefits) to assist with ongoing account management and client relationship maintenance.
We want to deliver a friendly, proactive, and knowledgeable experience to our clients - and make sure they get the most out of their Employee Benefits.
Responsibilities
- Ongoing account management and client relationship maintenance
- Timely responses to emails, calls, and other client communications
- Consult with and make recommendations for clients based on their unique needs
- Work with stakeholders to implement a proactive renewal process for Large Group clients
- Build decks and assist with presentation during pre-renewal, renewal, and open enrollment meetings
- Schedule and coordinate client meetings for open enrollment and any other needs throughout the year
- Work with stakeholders to develop strategic renewal plans for clients
- Work with vendor partners to accommodate special strategies with clients as appropriate
Qualifications
- Active Health License
- Thorough experience with both small-group and large-group clients
- Ability to work efficiently within CRM and other computer/software tools
- Time management and accountability in remote work setting
Compensation
$90,000 - $105,000
About Whiteboard Risk & Insurance Solutions
Who We Are
We are a modern commercial insurance agency with a very unique platform of services that helps businesses who struggle with Worker's Compensation injuries. We've spent the last ten years honing our niche and developing a highly unique product that drives unrivaled results for clients.
We solve challenges that business owners typically don't even know exist until they meet us. It makes it difficult to get our foot in the door - but once we have the opportunity to educate them on Worker's Comp and how our platform resolves a number of common problems with their insurance, most of them wish they'd heard of this much sooner!
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