Employee Benefits Account Specialist

Knowledge of EASE or Employee Navigator is a plus.

Strong attention to detail, well organized and responsive.

Proficient in MS Office Suite.

Ability to quickly learn new skills.

Ability to establish relationships.

Strong oral and written communication skills.

LBW

team in Valencia, CA.

*On-site and Hybrid options available.

$60,000

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Essential to developing a strong foundation in employee benefits brokerage/consulting, the Account Specialist (AS) is responsible for developing the industry knowledge/skills necessary to support Sales, Account Management and Underwriting (the team) with activities related to marketing, sales, and service of multiple client accounts (Book of Business).

As part of the client life-cycle (on-boarding, ongoing support and renewal), assist/support the Account Management and Underwriting Team for all lines of coverage by:

Gathering all necessary data to fulfill our obligations (including the outreach to carriers and client to secure information)

Supporting the team with the preparation, analysis and delivery of materials that makeup the deliverable (i.e.

Completing/fulfilling assigned implementation tasks associated with client related projects

5500’s, ACA and other notices/disclosures) throughout the year