Demboski & Chapman Financial and Insurance Solutions is an independent and locally owned advisory firm with Santa Barbara roots dating back to 1969. Our unique value proposition is to be the single point of contact for all investment, insurance, and employee benefit complexity for our clients. We embody the Santa Barbara lifestyle and are looking for a rock star who would appreciate working in a fun, successful, low stress but fast-paced environment. Is that YOU?
Job Description:
As our Employee BenefitsAccount Specialist you will work collaboratively with the Producer and/or Employee Benefits Director to ensure the management of our clients group employee benefits, individual health insurance and Medicare senior supplement coverages. In this role you will assist with service questions related to administration, billing and claims issues. Your primary responsibility will be to coordinate and provide day-to-day service for employee benefits clients, ensuring that client relationships with both the employer and the individual employees are maintained and supported for retention. Account Managers collaborate closely with the Producer and Director to implement and support client employee benefit strategies and programs. They take ownership of managing day-to-day client servicing needs in conjunction with following assigned workflows.
Qualifications:
High School Diploma
1+ years of related employee benefits account service experience within a brokerage environment preferred
Insurance License or Ability to Obtain
Proficiency in Microsoft Office Suite, especially excel
Experience with Ease and/or Employee Navigator (not required, but a plus!)
Bilingual (English/Spanish)
Core Competencies:
Self-Starter with ability to take initiative and work independently, as well as collaborate in a team environment
Excellent written and verbal communication skills with professional phone etiquette
Keen attention to detail, accuracy and follow through
Strong organizational and time management skills, with the ability to multitask, prioritize, and problem solve
Essential Responsibilities:
Collection and accurate data entry of client census information into CRM and employee benefits platform(s)
High degree of accuracy in data entry and strict adherence to office protocols (filing tree, CRM, workflows, etc.)
Collaborate with team in the renewal planning process and complete required template documents
Assist with employee enrollments, terminations and any qualifying events including carrier updates
Execute routine client servicing requests in a quick and efficient manner (ie ID cards to clients)
Manage plan enrollments and terminations with health and supplemental carriers
It is imperative that you develop a mastery of the specific rules pertaining to each of the following areas: Individual Family Plans, Small Group Benefits - (Health, Dental, Vision, Life and Disability Insurance Plans), Medicare Supplements/Advantage/Part D, HSA/FSA, and COBRA
Collaborate with team members and participate in other projects as needed.
Physical Demands: This is a largely sedentary role, and it may involve repetitive motions in the hands/wrists as this role is dependent on consistent computer-use during the workday.
Position Type and Expected Hours: Days and typical hours of work are Monday through Friday, 9:00am - 5:00pm. There is some flexibility with work hours, but an employee must work 40 hours to maintain full-time status.
Benefits: Competitive benefits package including Health Insurance, Dental, Vision, Paid Holidays, Paid Vacation, Sick Days, Paid Cell Phone Plan, FSA/125 Plan, Life & Disability Insurance, 401K with profit sharing
Learn more about us on our website: https://www.demboskiandchapman.com/