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Small Group Employee Benefits Account Manager (hybrid)

MNJ Insurance Solutions, Inc.
Laguna Niguel, CA Full Time
POSTED ON 4/3/2025
AVAILABLE BEFORE 6/2/2025
Job Description

Are you experienced and skilled in analyzing and strategizing Employee Benefit solutions and enjoy talking with business owners and HR? Are you looking to work remote with some required outside business meetings with clients, prospects and team meetings?

Are you a conscientious individual with a strong work ethic, who thrives with a systematic approach to doing their job, a strategic thinker, and is focused with great attention to details?

Do you enjoy fact finding and providing solutions and resolving benefit issues?

If this sounds like you and you have experience working in the benefits/insurance industry, and you are looking for an opportunity to grow with a family-owned insurance agency, this exciting opportunity may be for you.

About the Role:

The Employee Benefits Account Manager is responsible for maintaining a book of business and is a top priority of this position. The Client Success Manager is responsible for maintaining relationships and managing assigned accounts, annual due diligence, client renewals, and assisting with employee new hires/terms and Open Enrollment. The individual must know how to accurately prepare RFQs, competently prepare excel spreadsheets, accurately quote benefit plans through Health Connect for small employers and must have great attention to details.

The individual must be able to communicate well, prepare review letters/emails for clients, strategically analyze benefit solutions for employers, and offer logical recommendations to align with the client's benefit objectives and budget. Must be able to work independently and resolve client billing or claim issues, eligibility issues, COBRA, and other customer service issues. The Account Manager must have a good understanding of insurance networks, provider and Rx look-ups, competent with underwriting requirements and benefits/services the carriers provide.

This individual must have and maintain positive relationships and respect with team members, insurance carriers, referral partners, and clients.

This individual must have a strong work ethic, a growth mindset, and a positive attitude, and be a good brand representative. This individual must be able to multi-task, be flexible and willing to adapt to change. This individual must have the confidence and demeanor to effectively interact with our clients and be a positive representative of MNJ Insurance Solutions and our core values.

This individual must have a CA life and health license in good standing.

Who is MNJ Insurance Solutions?

MNJ Insurance Solutions is a Christian, family-owned insurance agency, focusing on Employee Benefits for small and mid-sized employers. We are located in Laguna Niguel, CA and service clients throughout California, Arizona, Nevada, Illinois, and Michigan. We believe that Employee Benefits are not a “one-size fits all solution” and we are humbly confident with providing benefit solutions for our client’s business goals, needs, and budget.

We believe in building long-term, professional relationships with our clients and value giving back in our community. Our company has some non-negotiable core values that include integrity, transparency, respect, communication, strong work ethic, and a positive attitude. We are committed to these values with our families, our team, with our clients, and within our communities…we believe in excellence and doing the right thing.

Company Description

MNJ Insurance Solutions is an independent agency with a committed, experienced team, who provide our clients with exceptional service and innovative Employee Benefit solutions. We accomplish this by seeking to understand their business, their culture, and their benefit objectives. Then, we utilize our many years of experience to build benefit solutions that is perfectly tailored to their specific needs and budget.

At MNJ Insurance Solutions, we hold ourselves to high standards and we serve our clients through six core values. Each value was purposely put together to guide our team to the quality standards and deliverables, and they consist of: Integrity, Excellence, Innovative Strategies, Creating Long-Term Relationships, Ongoing Development, and Community Involvement.

MNJ Insurance Solutions is an independent agency with a committed, experienced team, who provide our clients with exceptional service and innovative Employee Benefit solutions. We accomplish this by seeking to understand their business, their culture, and their benefit objectives. Then, we utilize our many years of experience to build benefit solutions that is perfectly tailored to their specific needs and budget. At MNJ Insurance Solutions, we hold ourselves to high standards and we serve our clients through six core values. Each value was purposely put together to guide our team to the quality standards and deliverables, and they consist of: Integrity, Excellence, Innovative Strategies, Creating Long-Term Relationships, Ongoing Development, and Community Involvement.

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