Bolton & Company

Associate Client Manager - Employee Benefits

Bolton & Company

3475 E Foothill Blvd, Pasadena, CA 91107, USA
Full-TimeDepends on ExperienceMid-LevelBachelors
Job Description

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.

Where is this job?
This job is located at 3475 E Foothill Blvd, Pasadena, CA 91107, USA
Job Qualifications
  • 3-5 years related experience and/or training

  • Must hold required insurance agent license

  • CEBS designation preferred

Required Skills
  • Customer Relationship Management

  • Time Management

  • Record keeping

Soft Skills
  • Multitasking

  • Process Improvement

  • Communication Skills

  • Results-Driven

Compensation

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.

Additional Information
Bolton & Company is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedSeptember 29th, 2020
Apply BeforeMay 22nd, 2025
This job posting is from a verified source. 
Reposted

Apply with Video Cover Letter Add a warm greeting to your application and stand out!

About Bolton & Company

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