Account Manager

Bespoke Benefits Insurance Services, LLC is a very small but growing Employee Benefits insurance agency based in Davis. We are looking for a part-time Account Manager to provide front-line day-to-day support and outstanding service to our small business and individual clients throughout California.
Working entirely in the "cloud" you will manage the following via phone, e-mail, and web applications:

+ Eligibility - adding, deleting, and making changes to benefits plans for clients' employees
+ COBRA Services - utilizing our third party web-based software you will manage the qualifying events of our clients’ terminated employees
+ Census Data Management - keep all client censuses, benefit plans, and group/individual data up to date at all times via our on-line agency management system
+ Service Calls - answer client questions correctly over the phone and via e-mail. Make outbound service calls as directed by Client Service Manager.
+ Proposal Preparation - prepare new business and renewal proposals for sales staff via our on-line quoting system and directly with the insurance companies into complete digital files per agency guidelines
+ Additional Duties – as this is a growing agency, we are adding and changing services as we adapt to our growth. The duties above are not all inclusive and are subject to change.

ABOUT US
Bespoke Benefits provides premier "white glove" service to each of our small business and individual clients. We have streamlined our back office processes to minimize the impact of the rote and (seemingly) menial tasks so that we can provide as much hands-on service as possible to our cherished clientele. We are looking for someone to go beyond simply servicing our clients, we want someone who will delight and surprise them.

We are a progressive and innovative agency looking for someone to grow with us. Visit our website for more information on our company - www.bespokebenefits.com

ABOUT YOU
Please ONLY submit a resume for review if you meet the following criteria:

Able to work independently and efficiently while documenting every activity in our on-line agency management system
Web savvy and have the aptitude quickly learn new web-based applications through on-line tutorials and with very little hands on training
Experienced with AB1672 small group medical insurance terminology, basic underwriting principles, and plan designs
Able to work between the hours of 10 AM and 4 PM on weekdays (schedule will be part time and flexible within those timeframes)
Able to work from a home office with the following: secure high speed internet and a quiet place to speak to clients over the phone
Totally adaptable to whatever we throw at you in the interest of our clients and the profitability of our agency and additional business units
CA Life/Health License preferred but not required for consideration

If you are interested in this opportunity please e-mail a cover letter and resume (in Word or PDF format) to careers@bespokebenefits.com - please put "Service & Marketing Coordinator" in the Subject line.

We will review all e-mails. Please wait at least two weeks to follow-up. No calls, please.