Peters & Milam Insurance Services · 5 hours ago
Account Manager, Small Group Health Insurance
Santa Barbara, CA
Full-time
Onsite
Mid LevelPeters & Milam Insurance Services is seeking an Account Manager for Small Group Health Insurance. This role is responsible for managing client accounts, ensuring excellent service, and facilitating the annual quoting and renewal process while educating clients on compliance obligations.
Health InsuranceInsuranceLife InsurancePersonal Health
Hiring Manager
Stefanie Edwards
Responsibilities
Manage day-to-day tasks for assigned groups, including processing additions, changes, and terminations
Maintain and manage group and benefits structure within Ease
Ensure accurate and timely updates to policy information in AMS
Coordinate and facilitate the annual quoting and renewal process for client groups
Collect and analyze quotes from multiple carriers
Provide well-informed recommendations to clients based on comparative analysis
Educate clients on compliance obligations and facilitate broker compliance tasks.Stay informed on industry regulations and compliance requirements to indemnify company risk
Ensure adherence to Health and Welfare compliance standards, including HIPAA, PHI/PII protections, and applicable legislation
Assist clients with claims-related concerns by reviewing issues and escalating them as needed for resolution
Serve as a liaison between clients and carriers to ensure timely resolution of claims
Maintain and update policy information within AMS
Ensure all systems and records are current and compliant with company standards
Build and maintain strong relationships with clients through proactive communication and excellent service
Address client questions, concerns, and requests promptly and professionally
Utilize Microsoft Suite (Word, Excel, PowerPoint, Outlook) to complete tasks efficiently and effectively
Prepare and deliver reports and documentation as required
Qualification
Required
Proven experience in insurance account management or a related field
Strong knowledge of insurance products and services, including quoting and renewal processes
Broad knowledge of Health and Welfare compliance and regulations, HIPAA, PHI/PII, and related legislation
Proficiency in Microsoft Suite (Word, Excel, PowerPoint, Outlook)
Excellent and consistent communication and organizational skills
Ability to work independently with minimal supervision
Ability to organize and prioritize effectively in a fast-paced environment
Strong interpersonal and problem-solving skills
Active California DOI Life and Health Insurance License required
Preferred
Experience managing group accounts and benefits structures in Ease
Familiarity with AMS platform and compliance support processes
Company
Peters & Milam Insurance Services
Peters & Milam Insurance Services is a Santa Barbara-based insurance brokerage.
Founded in 2004
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase