Hobson Associates

Employee Benefits Account Manager

Job Id: 20005
Job Type: Permanent
Industry: Insurance
Worksite Location: Headquarters office
Location: Santa Barbara, CA 93101
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One of the largest insurance brokerages in the country is looking to add an Employee Benefits Account Manager to their team!
With a great history known for their expertise, exceptional employees, and company culture, this is surely the place that will help you to grow your career to the next level.


As Employee Benefits Account Manager, you’ll provide outstanding customer service and overall service of your assigned accounts, while also soliciting new business on existing accounts and support of Producer-led new business efforts.

Key responsibilities:

  • Develops group communication pieces for client open enrollment, including benefit summaries and brochures
  • Conducts client open enrollment meetings and answers questions regarding benefit coverage
  • Reviews client contracts to identify errors and to ensure appropriate corrections are made prior to execution
  • Interacts with clients to respond to inquiries concerning service accounts
  • Maintains internal and external databases of client and carrier information and underwriting criteria
  • Processes individual and group applications
  • Processes COBRA & FSA statements and billing
  • Composes general correspondence with clients and carriers
  • Complies with agency management system data standards and data integrity
  • Other duties as assigned


  • High school diploma or equivalent combination of education and experience (Bachelor’s degree preferred)
  • 2 - 4 years of related work experience at a brokerage or carrier
  • Valid insurance license
  • Customer service mind-set
  • Proficient in Microsoft Office Suite
  • Proficient in Agency Management System


  • Competitive salary + bonus
  • Health insurance, dental, vision, life insurance, LTD
  • 401(k)
  • Work/life balance, generous PTO and flex hours
  • Tons of career development opportunities


Click ‘APPLY NOW’ or email send your resume to [email protected]

Contact Recruiter:

Robin Bland, CPC

Partner, Practice Manager - Insurance

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