California Licensed Associate Account Manager
A company is looking for an Associate Account Manager to support the management of client accounts and ensure service deliverables meet client expectations. Key Responsibilities Serve as an advisory contact for clients on day-to-day issues Manage Form 5500 processes and conduct post open enrollment audits Create client deliverables, including employee communication materials and participate in client presentations Required Qualifications, Training, and Education 2+ years of experience in a broker agency or benefit administration firm Current Life and Health license Thorough knowledge of health and ancillary products Working knowledge of Microsoft Office products Bachelor's Degree preferred
A company is looking for an Associate Account Manager to support the management of client accounts and ensure service deliverables meet client expectations.
Key Responsibilities
Serve as an advisory contact for clients on day-to-day issues
Manage Form 5500 processes and conduct post open enrollment audits
Create client deliverables, including employee communication materials and participate in client presentations
Required Qualifications, Training, and Education
2+ years of experience in a broker agency or benefit administration firm
Current Life and Health license
Thorough knowledge of health and ancillary products
Working knowledge of Microsoft Office products
Bachelor's Degree preferred
