Employee Benefits Client Manager II

General Careers
San Diego, CA
October 15, 2026
Full Time
Urgent
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Job Description

Employee Benefits Client Manager

Location: Remote, but must live within a commutable distance to San Diego/Carlsbad/LA to attended client meetings on an as needed basis

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Salary: $100-115K plus bonus

Type: Direct hire, full-time

Provide service to clients in conjunction with the Risk Advisor, managing book of clients independently. Become familiar with all their clients and is responsible for service provided to the assigned customer accounts, ensuring that the client is well serviced.

The following details a general list of duties, qualifications, and abilities for this position. Training, resources and continuing education will also be provided by the company to ensure that the new team member is able to accomplish the requirements of the role.

Duties

  • Develop marketing plan with Senior Client Manager and/or Risk Advisors and insureds. Complete submissions to market new and renewal accounts to insurance carriers. Prepare proposals, negotiate coverage terms and pricing.
  • Manage the New Business and Renewal process. Follow up with carrier to determine plan of benefits, rates, and terms of contract.
  • Preparation of spreadsheets, presentations and proposals for new and renewal business for assigned clients, responsible for negotiating coverage terms and pricing.
  • Receive and send BOR letters to carriers. Set up client in EPIC.
  • Follow-up with client to introduce self, gather missing information and establish relationship.
  • Plan and conduct open enrollment meetings.
  • Submit applications and forms to carriers, audit enrollment 45 days after effective date. Terminate previous carriers within 15 days of new policy effective date.
  • Maintain positive client and insurance company relationships. Proactively contact clients four times per year for the purpose of checking-in and offering support and assistance as may be needed.
  • Process and follow up on new hire enrollment forms, request for coverage change and terminations.
  • Responsible for integrity of policy data on Agency Management Systems and creation of new client account.
  • Manage all claim inquiries, billing discrepancies and delinquent premiums. Manage COBRA Administration questions and carrier updates.
  • Respond to all client, insurance company or member inquiries immediately but not later than within 24 hours.
  • Inform or involve as necessary the Risk Advisor with “in-flight emergencies” as they occur.

Qualifications

  • Bachelor’s Degree
  • California Life & Health License
  • 5+ Years Experience in Employee Benefits
  • Advance MS Suite Skills (Outlook, Word, Excel, PowerPoint)

Abilities

  • You lead through your actions and embrace your responsibilities.
  • You’re a continuous learner who is always seeking to improve.
  • You put the team first and create ways to make your peers better.
  • You deliver an exceptional level of service to those you work with.
  • You have strong interpersonal skills and thrive in a team environment.
  • You’re an effective communicator; both written and verbal.
  • You can be trusted to handle confidential and sensitive information.
  • You have strong organization and project management skills.
  • You have the ability to focus on the task-at-hand and multi-task as needed.
  • You’re great with attention to detail and producing high-quality work.
  • You’re able to grasp complex issues and establish proactive solutions to address those issues.
  • You have strong editing and writing skills.
  • You have a positive attitude and work ethic.

#ZR

#REMOTE

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