
Associate Client Manager - Employee Benefits
Input/amend client, policy, coverage, premium and billing information into the computer system and keep current at all times. Maintain and be responsible for Expiration log/Renewal List on assigned house accounts. Market new and renewal policies if requested by Account Executive. Process and suspense renewals and incidental new business, cancellations and policy changes at request of Account Executive and on assigned house accounts. Provide Account Executive with new and renewal proposals, coverage summaries and client check lists for presentation to clients. Check policy coverages, changes and amendments for accuracy and relevance. Provide and maintain service to clients, including claims assistance. Handle routine telephone calls. Assist with open enrollment meetings as needed. Assist in reconciliation of client accounts, if necessary.
3-5 years related experience and/or training
Must hold required insurance agent license
CEBS designation preferred
Customer Relationship Management
Time Management
Record keeping
Multitasking
Process Improvement
Communication Skills
Results-Driven
According to JobzMall, the average salary range for a Associate Client Manager - Employee Benefits in 3475 E Foothill Blvd, Pasadena, CA 91107, USA is $51,000 - $66,000. The salary range may vary depending on the experience and qualifications of the individual.
Apply with Video Cover Letter Add a warm greeting to your application and stand out!
Bolton gives you a full range of world-class employee benefits, insurance and risk management resources delivered with the service of a boutique firm.

Get interviewed today!
JobzMall is the world‘ s largest video talent marketplace.It‘s ultrafast, fun, and human.
Get Started