Unknown Company

License Insurance Agent

santa ana, ca • Posted 2 weeks ago
Onsite Full Time General

License Insurance AgentThe Benefits Account Manager / Insurance Service Representative is responsible for supporting clients with employee benefits administration, insurance communications, policy servicing, and coverage support. This role requires strong knowledge of employee benefits, insurance carrier systems, and California Life & Health insurance regulations.Key responsibilities include:Assist producers with client communications, proposals, and policy supportUtilize carrier portals including Kaiser, Health Net, Anthem Blue Cross / Blue Shield, Cal Choice, Warner Pacific, and United HealthcareDeliver policy and plan documentation to clientsFollow up with clients regarding changes affecting benefit coverage needsProcess employee benefit plan changes, corrections, additions, and deletionsExplain benefit plan coverage, eligibility, and insurance options to subscribersCoordinate with third-party vendors regarding COBRA administrationMaintain accurate records within EASE, Sagitta, and/or AMS 360 systemsSupport overall client service and account management activitiesJob requirements include:Active California Life & Health License requiredBilingual in English and Spanish requiredStrong understanding of employee benefits, life insurance, and financial planning conceptsAbility to explain complex insurance plans and policies clearlyExperience with EASE employee benefits platform, Sagitta and/or AMS 360, Microsoft Office Suite (Excel, Word, PowerPoint), and Adobe PDF softwareExcellent verbal and written communication skillsPrevious insurance sales or benefits administration experience highly preferredHigh school diploma or equivalent required; Bachelor's degree preferred

License Insurance Agent in santa ana at Unknown Company

This position is listed as full time and onsite.

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