Job Details

Schedule: Monday - Friday
Hours: 8:30 AM - 5:00 PM
Job Type: Temp to Hire
Job Summary:

We are seeking a bilingual Benefits Coordinator to assist producers with client communications, benefit plan management, and policy servicing. The ideal candidate will have hands-on experience with insurance carrier systems, strong communication skills, and an active California Life & Health License.
Key Responsibilities:

• Support producers in preparing proposals, presentations, and client communications.
• Deliver policy and plan documents accurately and on time.
• Manage and process benefit plan changes, including additions, deletions, and corrections.
• Maintain deep knowledge of benefit plan coverage, eligibility, and structure to confidently assist subscribers.
• Communicate with third-party vendors regarding COBRA administration and client requests.
• Regularly follow up with clients to assess changes that may impact coverage or benefits.
• Utilize carrier agent portals such as Kaiser, Health Net, Anthem, Blue Cross, Blue Shield, Cal Choice, Warner Pacific, and United Healthcare.
• Ensure all documentation and client interactions comply with applicable regulations.

• Active California Life & Health License (required).
• Bilingual in English and Spanish (required).
• Proficiency with EASE, Sagitta, and/or AMS 360 systems.
• Experience using carrier agent portals (Kaiser, Health Net, Anthem, etc.).
• Proficient in Microsoft Office (Excel, Word, PowerPoint) and Adobe PDF.
• Excellent verbal and written communication skills.
• Strong understanding of life insurance and employee benefits.
• Ability to clearly explain complex coverage details and assist beneficiaries with sensitivity.
• High school diploma or equivalent required; Bachelor's degree preferred.
• Previous insurance or sales experience preferred.