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Client Service Manager

Employer Information

Organization Name: Hutchison Insurance & Benefit Services
About Our Organization:
Health Insurance and Financial Services Firm
Job Location:
Roseville, CA-95678

Hours/Week: 25
Compensation: $15.00 per hour

• Paid Vacation
• Paid Sick Leave

Job Purpose
Manage client service operations and provide administrative support to agency management. Interact with employers and employees with daily service needs such as processing enrollments, terminations, resolving claim issues, billing issues, qualifying events, open enrollment support, etc.


  • Manage ingoing and outgoing insurance forms or related documents and review them for completeness. Submit and track status with insurance carriers.
  • Contact employers, insured members or other involved persons to obtain missing information.
  • Review insurance policy requirements to determine eligibility for coverage.
  • Provide customer service, such as instructions on proceeding with enrollments, terminations, qualifying events, claims, etc.
  • Communicate account status or activity with employers or employees.
  • Manage agency/client database.

Work Activities

  • Interacting With Computers
  • Evaluating information to determine eligibility requirements and compliance.
  • Communicating with Supervisors, Peers, or Subordinates
  • Documenting/Recording Information in agency database
  • Retrieving Information
  • Processing Information

Education and Experience

Years of Experience: 2+ preferred
Education: Associate’s Degree: preferred
License, Certificate Or Registration: CA Life/Health preferred


Desktop Computer Skills

  • Databases
    Using a computer application to manage large amounts of information, including creating and editing simple databases, inputting data, retrieving specific records, and creating reports to communicate the information.
  • Spreadsheets
    Using a computer application to enter, manipulate, and format text and numerical data; insert, delete, and manipulate cells, rows, and columns; and create and save worksheets, charts, and graphs.

Preferred Knowledge

  • Experience working within the group health insurance industry.
  • Strong understanding of group benefits and procedures.
  • Experience with online employee admin systems.
  • Office suite software -Microsoft Office: Word, Excel, Power Point.

Financial Advisor Opportunity

Consider a career where you run your own business.

Are you looking for a new career where you can help others, while maintaining the flexibility to enjoy your own life?  If you have an entreprenual spirit and a strong desire to help others, a career as a financial advisor will let you use your talents every day.

As a financial advisor, you’ll start your own business – creating holistic financial plans for individuals and businesses.  You’ll join our team, but control how you work and run your business.  We’ll support you every step of the way.

Let’s build your business together.

Your local office team will help you launch your business through professional support and personalized development.  You’ll start with a base salary, expense allowances, and the ability to earn sales-based compensation.  Over time you’ll transition to a contracted financial advisor, supported by Principal®.

You have our support with:

  • Business planning and marketing strategy assistance
  • Benefits and compensation that go beyond the basics
  • Cutting-edge technology
  • A culture of inclusion and flexibility

If you have the following, let’s get started.

  • Relationships within your community
  • Desire to build your own business
  • Desire to help others achieve success
  • Strong communication and listening skills
  • 5 years of related full-time work experience such as sales, sales management, leadership, education or coaching, financial services or military service or Bachelor’s degree with proven achievement in leadership, academics and extracurricular activities.
  • Willingness to obtain insurance and securities licenses
  • Current valid driver’s license

Is this the opportunity you’ve been looking for?

Apply today by visiting or contact Cory Kelly at 916.773.3343 or  

Employment at the Principal Financial Group is contingent upon completion of a thorough criminal, credit check and licensing if applicable. This position is subject to SEC restrictions on personal political contributions.

Insurance products from the Principal Financial Group® are issued by Principal National Life Insurance Company (except in New York), Principal Life Insurance Company and the companies available through the Preferred Product Network, Inc. Securities and advisory products offered through Principal Securities, Inc®, 800/247-1737, member SIPC. Principal National, Principal Life and Principal Securities, Inc® are members of the Principal Financial Group®, Des Moines, IA 50392.

Principal is an Affirmative Action and Equal Opportunity Employer.  All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, gender identity, gender expression, pregnancy, national origin, citizenship status, disability, genetic characteristics, sexual orientation, marital status, domestic partner status, military status, protected veteran status, disability status or any other characteristic protected by law. t16111807zy

Named one of the top 10 insurance brokers in the U.S. by Business Insurance [1], Wells Fargo Insurance provides solutions for a wide range of customers, including retail consumers, high net worth individuals, small businesses, as well as middle market and large corporate customers. Wells Fargo Insurance writes or places $9 billion of risk premiums annually in property, casualty, benefits, international and personal lines.

[1] 2016 Ranking includes Wells Fargo Insurance Services USA, Inc., Wells Fargo Insurance, Inc., and Rural Community Insurance Company

Account Representative Benefits 2
Coordinates customer service process for assigned group benefit customers/prospects, in close coordination with the Account Executive. Duties include: responding to inquires and requests for information; preparing and/or reviewing and analyzing technical documents to assure accuracy and completeness; inputting and maintaining accuracy and completeness of policy management systems and files; assisting in the development and administration of customer service plans, including outlining specifications to market coverage and pricing to carriers; and assisting in development of presentations to customers and prospects.

This position will primarily support marketing/renewal on all lines of employee benefits. Will send request for quotes, follow-up with carriers, and summarize responses in the proposal.

Posting URL

Health Insurance Account Manager

Capitol Health Management is a locally owned ‘Boutique Benefits Company’ We consider exceptional customer service as our hallmark making attention to detail and exceptional project management skills critical.

We are looking to add someone we can look to as a go-to resource and trusted partner for our clients and support team members alike.

The account manager’s role will involve a high level of client engagement and support to the Account Executive. Most time will be spent responding to inquiries and client support needs. Responsibilities include coordination of enrollment meetings, renewal processing, HR & compliance support, employee claims advocacy, new business processing, eligibility, and carrier billing issues.

Contact Information: / (916) 927-6490


PWA Insurance Services LLC, is seeking a friendly and detail-oriented individual to join our local account team. Our firm focuses on providing employee benefit, human resource and executive compensation services to small and large businesses.
The account manager plays a critical role in creating and maintaining value in the company’s relationships with our clients. The ideal candidate will have one to three years of industry experience in the employee benefits industry and have some experience with the following primary job functions;

  • RFP and Renewal Management
  • Assist with client service requests and/or issues
  • Understanding of insurance contracts and underwriting requirements
  • Good understanding of the employee benefits market and current issues
  • Project management skills
  • Quality oral and written communication skills

The above is a summary only of the job description and there may be additional job functions assigned. Preferably candidates possess a current California Life/Health license and 1 to 3 years’ experience in the employee benefits industry. Local travel may be required.
Additional Qualifications: Must be proficient with Microsoft Office Suite (Outlook, Word, Excel, PowerPoint). Verbal and written Spanish fluency are a plus.
Hours & Compensation: This is a part-time position starting at $20 to $22 per hour at 25 hours per week and includes access to our employee benefit plan offerings. To apply, please send your resume to Michael Saab at
PWA Insurance Services LLC, an Alera Group Company
2377 Gold Meadow Way Ste. 250 | Gold River, CA 95670 | CA Lic. 0B89320 | (888) 778-0771

PWA, is an Alera Group Company, the 7th largest privately-held Employee Benefit Firm in the U.S. To learn more about PWA or Alera Group and what we represent please visit us on the web.


Field Sales Director (FSD) – Acts as a liaison between management, field sales representatives. Coordinates feedback from field sales to management in order to plan marketing strategies for regions. FSD coordinates training of new employees, set goals and objective and offers suggestions where needed ensuring goals are met. Position manages team of Regional Sales Managers; reports directly to Regional Vice President.

Company Profile:
The Word & Brown Companies is comprised of three industry leading health insurance-focused companies. Each serves a specialized area within the insurance industry. From Individual and Family Insurance to Small Group, Large Group and business-focused solutions, we support a wide range of needs while also supporting our Mission of simplifying access to better health insurance solutions.

Contact Info:
Michelle Flores –; 714-567-4572
Or apply directly for the Field Sales Director Click Here