QUALIFICATIONS:

• Bachelor’s degree (preferred)
• 2+ years of employee benefits experience (preferred)
• California Life & Health Insurance License (preferred)
• Strong communication, organization, and problem-solving skills
• Proficiency in Microsoft Office

• Serve as a trusted advisor to clients by providing personalized and strategic benefit solutions tailored to their unique needs
• Act as a key liaison between clients, employees, and insurance carriers to ensure clear communication and prompt resolution of issues
• Lead benefit plan renewals, open enrollment meetings, and webinars with professionalism and clarity
• Provide employee education and HR support to enhance client satisfaction and engagement
• Resolve claims issues and assist with appeals, advocating for clients every step of the way
• Identify and recommend additional benefit options that align with client goals and market trends