Open Positions

Position Type: Direct, Full-time

Overview: Under limited direction, the Benefits Administrator will be responsible for overseeing and managing the day-to-day administration of our client’s benefit programs.

Essential duties and responsibilities:

• Serve as primary contact for our client’s HR Staff and employees on various benefit issues such as plan provisions, policy interpretation, procedures, coverage, enrollment eligibility, family status changes, claims, claims appeals procedures, and other benefit matters.
• Serve as a primary contact with benefit vendors regarding ongoing plan administration. Ensure that vendor processes are in place and working properly.
• Assist with the implementation of new online benefits administration and employee self-service sites. Assume primary responsibility for ongoing utilization of the site’s features and procedures including eligibility management, enrollment management, billing, reporting, and maintenance.
• Assist in the financial audits and reconciliation of benefit plans including billing, enrollment, and payroll deduction audits.
• Create and distribute benefit reports utilizing various systems.
• Conduct various audits to ensure consistency of data between all systems.
• Manage and coordinate the preparation and distribution of employee communications.
• Attend client and prospect meetings for demonstration and training purposes.
• Assist with off-site open enrollment meetings.
• Maintain employee benefit files in accordance with internal policies and procedures and with appropriate requirements including ERISA, HIPAA, and DOL.
• Establish and maintain familiarity with provisions of existing as well as new federal and state laws to help determine impact on benefit plans and ensure compliance with COBRA, HIPAA, ERISA, Section 125 and other federal and state regulations.
• Evaluate and advise on internal processes to reduce costs and increase efficiency.
• Document and maintain administrative procedures for assigned benefit processes.
• Conduct peer review audits.
• Perform other duties as assigned.

Requirements:

• Must be a self-starter and be able to work effectively with little supervision; ability to multi-task, change gears frequently and remain productive despite frequent interruptions and requests for information; detail oriented; ability to prioritize and accomplish priorities on a daily basis; commitment to accuracy; strong customer service skills, including strong active listening skills and ability to ask thoughtful and probing questions; possess a professional attitude and commitment to resolve issues and respond quickly; the ability to maintain strict confidentiality and employee privacy is absolutely required.
• Valid, unrestricted State of California Life and Disability License required or must be obtained within three (3) months from date of hire.
• Must be willing and able to travel and have a valid California Driver's license.
• Written and verbal bilingual Spanish skills a plus.

Education & Experience

• A minimum of 2 years relevant work experience is required, an Associate’s or Bachelor’s degree is a plus. The position requires a working knowledge of federal and state benefit laws and regulations; strong oral and written communication skills are required along with the ability to effectively present benefit programs and options to employees. Strong computer skills required, including MS Word and Excel spreadsheet capabilities. Working knowledge of common HR concepts, practices and procedures, and experience with HR systems, payroll or online benefits enrollment systems is desired.

Compensation: Negotiable based on experience

Benefits: 401(k), Medical, Dental, Vision, Life, Long Term Disability, Paid Sick Leave and Paid Vacation

Position Type: Direct, Full-time

Overview:

Under limited direction, the Benefits Administration and Technology Services Project Manager will be responsible for the success of the HR Technology & Benefits Administration Outsourcing Practice’s projects; overseeing and managing the client HR technology projects and the day-to-day administration of our client’s benefit programs.

This role demands an attitude of service and an ability to communicate in a constructive, collaborative way with clients, vendors and co-workers who may or may not be well versed in technology. Project Managers will assist with software and service evaluations as well as Request for Proposals (RFPs), using templates, tools and industry best practices. They are expected to be proficient at researching data, organizing information and managing project communications. The ability to handle many projects at once while delivering excellent service is critical to this role. Creative thinking, excellent problem solving skills and a can-do attitude will be of great value. Experience with Payroll, HR and / or Benefits technologies is highly preferred.

Essential duties and responsibilities:

• Manage client HR technology and outsourcing projects ensuring defined processes are followed
• Develop strong knowledge of vendors and their solutions as well as the integration possibilities between technologies
• Deliver support to vendors and clients on their use of SCM tools and technologies
• Provide ongoing assistance during vendor selection or implementation oversight projects
• Develop clear understanding of client’s objectives and limitations related to human resources and benefits management solutions, i.e., benefits outsourcing, payroll, HRIS, enrollment system solutions, etc.
• Serve as client’s project manager / consultant providing direction and managing vendor selection and implementation projects
• Assist clients and internal departments in streamlining or re-engineering processes to utilize new technologies
• Assist in developing and implementing HR and benefit compliance solutions
• Produce, manage, and coordinate the distribution of employer and employee communications
• Manage, and perform duties necessary to service our client’s benefits administration projects
• Document and maintain administrative procedures
• Maintain employee benefit files in accordance with internal policies and procedures, and with appropriate requirements including ERISA, HIPAA, and DOL
• Conduct peer review audits
• Establish and maintain familiarity with provisions of existing as well as new federal and state laws to help determine impact to benefit plans and ensure compliance with COBRA, HIPAA, ERISA, Section 125, PPACA regulations and other federal and state regulations
• Successfully manage multiple and concurrent projects, priorities and tasks
• Perform other duties as assigned.

Requirements:

• Demonstrated ability to communicate project goals and objectives, project status and deliverables with team members, and management, including senior executives as needed
• Very strong verbal and written communication skills, including ability to clearly document processes
• Understands when circumstances require persuasion, conciliation, assertiveness, or other approaches and reacts appropriately
• Ability to express complex technical concepts effectively, both verbally and written
• Ability to resolve critical project issues and find amiable solutions for all parties, protecting client’s interests and timelines
• Strong time management, initiative and interpersonal skills necessary
• Advanced user of Microsoft Excel. Strong experience with MS Project, Visio, Access, and PowerPoint preferred
• Ability and willingness to travel independently to client meetings as needed (projected travel 25-40%)

Education & Experience

• Bachelor’s degree required. Industry or technology certifications such as PHR, CEBS or CPP
• Minimum of 3 years of demonstrated experience in benefits technology and / or HRIS
• Experience in working with HR and Benefits outsourcing vendors on evaluating, selecting, and implementing technology solutions preferred
• Professional experience and knowledge of Payroll, HR and/or Benefits procedures, business protocol and practices, web-based software applications, and systems integration.
• Experience in leading and managing groups of people in a project environment.

Compensation: Negotiable based on experience

Benefits: 401(k), Medical, Dental, Vision, Life, Long Term Disability, Paid Sick Leave and Paid Vacation

Overview:

• To develop new client relationships, maintain existing clients and promote positive client interaction by providing adequate insurance coverage and proper servicing of assigned accounts
• To assist the producer in the primary solicitation, marketing and presentation of new business proposals

Requirements:

• Current and valid Property & Casualty insurance license
• Minimum of ten years experience, with five years in the role of mid-market account executive

Position Type: Direct, Full-time Overview: To support the Account Executive in maintaining existing clients by providing technical support and services on assigned accounts in accordance with agency procedures. Reports to Vice President/ Commercial Services Essential duties and responsibilities:

• Day-to-day servicing needs of clients in accordance with standard procedures
• Review all non-standard certificate orders
• Advise Account Executive, Producer and/or management of potential problems on accounts
• Prepare Statements of Values and Summaries of Insurance
• Prepare Premium Allocations
• Prepare Renewal Worksheets
• Prepare renewal submissions when Account Executive returns completed worksheets and set up marketing files as needed
• Market renewal accounts; negotiate terms and conditions with carriers
• Prepare renewal proposals
• Order, confirm, and invoice new and renewal coverage upon receipt of Placement Sheet from Account Executive
• Arrange premium financing, if applicable
• Set up new business files with assistance from Account Assistant
• Oversee policy review for accuracy; instruct Account Assistant as needed
• Order endorsement changes requested by insured
• Maintain Expiration Log with current information

Requirements:

• Current and valid Property and Casualty Insurance License
• Proficiency in Word, Excel, PowerPoint and Publisher
• Performs functions on agency management systems proficiently
• Works as a team member to achieve department goals and overall company goals
• Demonstrates positive customer service skills internally and externally
• Maintains confidentiality of all information related to clients, customers, employees and carriers as appropriate

Compensation: Negotiable based on experience Benefits: 401(k), Medical, Dental, Vision, Life, Long Term Disability, Long Term Care, Paid Sick Leave and Paid Vacation

Overview: Sales Executives are responsible for continually soliciting new business opportunities, in addition to coordinating the activities of Account Executives assigned to support those opportunities

Standards of Performance: Sales Executives will exhibit the highest professional standards of behavior

Essential duties and responsibilities:

• New Business Development
• Develop and maintain a high quality prospect list
• Work as a team member to achieve overall company goals of the Environmental, Chemical, and Energy Division
• Carry out strategy of company and ECE Division Leader in order to achieve overall sales goals
• Develop/maintain prospecting protocol necessary to produce two qualified appointments with prospects per week
• Ability to build relationships and network effectively
• Ability to set an expectation with a client and then deliver
• Attend Monthly Producer Group and ECE Division meetings, as well as Quarterly Account Executive meetings
• Attend and actively participate in Call Blitz activities
• Attend renewal meetings with Account Executive
• Assist in fact-finding forms with Account Executive
• Assist in insurance market selection and negotiation of insurance policy placement
• Maintain client relationships
• Close sales
• Actively support and incorporate company mission and core values into daily activities
• Maintain a positive and respectful attitude with colleagues
• Demonstrate sales leadership, internally and externally, with energy, enthusiasm, respect, and integrity
• Maintain confidentiality of all information related to clients, customers, employees, carriers, or other information, as appropriate
• Demonstrate leadership skills and continually lead by example
• Coordinate with IT to ensure prospects are cleared and assigned
• Manage sales pipeline efficiently
• Maintain contact and relationship with decision maker and key client relationships

Education:

• Four year college degree with primary course of study in Environmental Sciences/Engineering/Geology
• Significant coursework in Finance, Economics, Accounting, Business Management or related study is a plus

Requirements:

• Ability to develop plans and solutions and act upon them and take responsibility for outcomes
• Has knowledge and experience necessary for independent decision-making ability
• Possess a supportive and responsive manner with internal and external customers
• Has ability to multi-task in complex working environment with accuracy and proficiency
• Obtain at least 12 hours of certified continuing education credits in areas related to your job function; Courses helpful to professional development, such as strengthening sales skills, whether continuing education credits are available, are encouraged. Review employee manual for available reimbursement.

Compensation: Negotiable based on experience Benefits: 401(k), Medical, Dental, Vision, Life, Long Term Disability, Paid Sick Leave and Paid Vacation

Position Type: Direct, Full-time

Overview:

To process work for Account Managers, per agency procedures, thereby relieving the Account Manager to handle more technical, complex account activities.

Essential duties and responsibilities:

• File set-up
• File close out
• General filing
• Suspense follow-up
• Control reports, reporting form, monthly audit
• Final audit control follow-up
• Loss history cards
• Processing of invoices, binders, certificates, endorsements, policies, audits, Sagitta applications
• Ordering of loss runs for renewals
• Assistance to AM with special projects as needed, i.e. copy projects, etc.

Requirements:

• Current and valid Property and Casualty Insurance License
• Proficiency in Word, Excel, PowerPoint and Publisher
• Proficiency on agency management systems
• Team player/contributor to department and company goals
• Positive customer service skills, internally and externally
• Confidentiality of all information related to clients, customers, employees and carriers, as appropriate

Continuing Education:

• Minimum of 15 hours of certified continuing education credits in areas related to job function (or future position desired)
• Courses helpful to professional development are encouraged

Compensation: Negotiable based on experience

Position Type: Direct, Full-time

Essential duties and responsibilities:

• Marketing new and renewal business
• Analyzing carrier submissions and preparing proposal spreadsheets for client presentation
• Serving as point of contact for client service inquiries including legislative issues, claim problems, coverage questions, and enrollment inquiries
• Planning and attending open enrollment meetings and health fairs
• Requesting renewal letters from carriers
• Requesting Schedule A’s from carriers and forwarding to CPA for 5500 preparation (certain clients only)
• Keeping client information updated in AMS Benefits and Sagitta
• Other projects as assigned

Requirements:

• At least five years experience working with group benefits accounts in an insurance agency environment
• Proficient in Word, Excel, Powerpoint
• Bi-lingual strongly preferred
• Familiarity with Sagitta Browser a plus

Compensation: Negotiable based on experience

Position Type: Direct, Full-time

Essential duties and responsibilities:

• Assist Group Benefits Account Managers as needed
• Marketing of New and Renewal business - Preparing and submitting RFP’s to carriers
• Preparing proposal spreadsheet(s) in Excel for client presentation
• Serving as point of contact to client for service inquiries including claims, coverage and enrollment inquiries
• Conduct open enrollment meetings and health fairs
• Filing/file archiving
• Scanning to document imaging system
• Other duties as requested

Minimum Experience: 2 years agency/brokerage

Requirements:

• At least 2 years experience working with group benefits accounts in an insurance agency environment
• Within the six months of employment, Account Coordinators must obtain a current and valid Insurance License. (Educational assistance is available)
• Proficient in Word, Excel, Powerpoint
• Performs functions on agency management systems proficiently
• Works as a team member to achieve department goals and overall company goals
• Demonstrates positive customer service skills internally and externally
• Maintains confidentiality of all information related to clients, customers, employees and carriers as appropriate
• Bi-lingual a plus

Compensation: Negotiable based in experience (Hourly)

Travel: Short distance – medium / long distance - minimal