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Small Group Account Manager

Company: Alera Group
Location: Westminster
Posted on: June 22, 2022

Job Description:

Dickerson Insurance Services, an Alera Group Company is hiring for a Small Group Account Manager to join our Employee Benefits team! Dickerson Insurance Services was founded more than 50 years ago by Carl Dickerson. From this one-man operation, selling insurance door-to-door, the company has grown to include employee benefits, property and casualty insurance and consulting services among its offerings. Today, the company is a partner firm of Alera Group. Alera Group offers industry expertise in insurance services and wealth management, combined with the ability for partner firms to preserve their company cultures, staffing and business models. Dickerson Insurance Services has deep roots in the minority and culturally diverse communities of California. The belief that all people should have equal access to affordable health care is still at the core of the business. From its headquarters near historic Dodger stadium, the company provides sales and service support throughout California and the United States. Responsibilities

  • Coordinate the Request for Proposal (RFP) process on behalf of a client.
  • Collect, analyze and interpret data from vendors/carriers for reporting to the client, including cost projections and evaluation of vendor renewals.
  • Gather health benefits data and comparing a client--------s plan information to other companies by industry or geography.
  • Review client needs recommend suitable approaches and help implement benefit program strategies.
  • Model employee benefits contributions to meet employer objectives.
  • Develop client communications, including proposals, reports, spreadsheets and presentations.
  • Assist with employer-level client service needs.
  • Conduct open enrollment and client meetings virtually or in person, when possible.
  • Attend staff meetings, department and carrier meetings as well as educational workshops. Qualifications
    • 3+ years-------- experience in customer service, proposal development or account management in an employee benefit setting. Experience working with employers a plus.
    • Intermediate level expertise in Microsoft Word, Excel and PowerPoint.
    • Excellent organizational, and interpersonal, verbal and written communication skills.
    • Strong attention to detail and ability to self-check work.
    • Strong problem-solving skills.
    • Current CA life and health insurance license or ability to obtain immediately.
    • Agency management system experience preferred. Equal Opportunity Employment We--------re an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. If you--------re a California resident, please read the California Consumer Privacy Act prior to applying. #PandoIQPandoLogic. Keywords: Insurance Account Manager, Location: Westminster, CA - 92685

Keywords: Alera Group, Westminster , Small Group Account Manager, Executive , Westminster, California

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