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Employee Benefits Account Manager

Morris & Garritano Insurance San Luis Obispo, CA
  • Expired: over a month ago. Applications are no longer accepted.
Job Description

Job Summary

The Employee Benefits Account Manager performs duties and responsibilities that support client benefit administration objectives in a professional manner. Utilizing excellent communication skills and extensive industry knowledge, the Account Manager builds and maintains strong relationships with clients, carriers and vendors to obtain positive service outcomes.


Essential Functions

  • Ability to accurately assess client needs
  • Clearly and confidently communicate complex issues and concepts
  • Manages varying client service requests such as; carrier billing discrepancies, research and education on carrier benefit administration rules and regulations 
  • Provides insurance coverage education and guidance
  • Coordinates annual open enrollment communication and event planning
  • Manages the placement and cancellation of insurance policies
  • Provides client suitability assessment for benefit administration technology solution
  • Manages client technology implementation and annual review process
  • Maintains and documents client milestones within the agency management system  
  • Attend client meetings with advisor or independently, when requested
  • Engage in educational opportunities that promote professional development
  • Coordinates client education and resources to ensure compliance with federal and state laws 
  • Protects confidential information based on HIPAA and other regulatory privacy laws


Skills and Abilities

Professional Demeanor, Critical Thinking, Organized, Excellent Communication Skills, Adaptable, Good Judgement, Multitasker, Analytical, Friendly and Positive Attitude, Reliable and Punctual



  • High School Diploma
  • Current Life and Health License (required within three months in position)
  • Minimum of 2 years of similar or related work experience, preferably with an employee benefits or carrier organization
  • Proficient in software applications commonly used in office environments


Supervisory Responsibility

No direct reports



This description is intended to describe the basic role and most commonly occurring duties. Other duties and special projects may also be assigned.



Morris & Garritano Insurance


San Luis Obispo, CA