This position offers the opportunity to support the small business client benefits management
operations for a small, growing employee benefits agency.

⭐︎Seeking an entry to mid-level or early-career individual motivated to learn the industry and grow into an account
management role within two years.

⭐︎Competitive wages and benefits (May be negotiable DOE), with opportunity for profit-sharing. We may also offer flexible hours for the right person… (Find details below)

LOCATION: Our company’s main office is in Petaluma, CA with opportunity for some remote work.


⭐︎Organizational Values
The work we do can be extraordinarily detailed, where mistakes can be costly for clients, or for
their employees and families.

It is easy to get frustrated with the U.S. healthcare system, and
our goal is to eliminate that frustration, helping our clients to benefit more.

With this in mind, we place high value on:

🎯GRIT & TENACITY – important qualities in the type of work that we do, whether in our own
tasks, or on behalf of a client. The ability to persevere when dealing with large, inflexible
organizations like insurance carriers is critical.

🎯Healthy TEAMWORK: clear communication, supporting others, collaborating, providing
constructive feedback, and asking for help when you need it.

As an organization, our value lies in being an expert RESOURCE for our clients.

Being available, responding promptly, and communicating follow up and status when further research
in needed are all crucial elements.

Our business handles an extraordinary amount of data, across multiple sources and systems.

⭐︎We value RIGOR: the ability to derive meaning, spot problems, draw conclusions, and come up
with solutions based on multiple sources of data.

🎯The SECURITY of our client data is crucial. In our role, we have access to employee and family
member personal health information, birthdates, social security numbers, compensation data,
and more.

Our Agency is well-established in the San Francisco Bay Area and is poised for significant growth over the next few years.

In the first 90 days, the candidate will:

●Complete training and webinars for our most frequently used tools, e.g., CRM, various
benefit portals (Ease, Rippling), Zoom, Dropbox, 1Password, Slack, Google Workspace,
DocuSign and more
● Establish a timeline and training plan to qualify for a CA Life/Health license
● Process benefits data for new hires, terminations, and other benefit changes
●Audit carrier invoices and client payroll records to ensure accuracy/data matching
● Test customized employee benefit portals before they go live to clients
● Assist clients in getting set up with automated payments and online carrier enrollment
● Prepare forms and letters to update client-level changes to carriers
● Learn the basics of employee benefits by shadowing other team members, attend live
(online) open enrollment meetings, and reviewing historical recordings

By the end of the first year, the candidate will be able to:

●Obtain CA Life/Health license
●Respond directly to client inquiries
● Shadow other team members/participate in regular client check-in and open enrollment
● Build/customize a benefits portal for a small employer (no coding required)
● Navigate insurance carrier departments to obtain documents, invoices, online access,
claims data, or any other information needed to serve our clients
●Customize complex forms and templates in DocuSign

In 2-3 years, the candidate will be able to:

●Lead a key client check-in meeting
● Customize a benefits portal for a large client or complex set of benefits
●Identify opportunities to add or change a client’s benefits package
● Work with third party administrators and ERISA attorney to customize and distribute
client compliance documents
● Build a 16-20 page, comprehensive employee benefits guide for key clients
● Customize template deck of 30-50 slides for client enrollment meetings
● Work directly with partners (health guide app, wellness programs, supplemental benefit
carriers, enrollment services) to coordinate service delivery on behalf of clients

We are seeking an individual who will work well in a team and is committed to getting the job
done with extraordinary thoroughness and attention to detail.

The ideal candidate for this role will also have:

●Exceptional customer service orientation
●Demonstrated adeptness in learning new web-based technology platforms
● Positive attitude and a high level of communication with team members and clients
● Exceptional organizational skills and Attn to Detail
● Clear and effective oral and written English communication (bilingual in Spanish is a
huge plus)
● High level of comfort with Google Workspace, Gmail and Google Docs/Sheets
● Self-motivation to be highly productive with minimal supervision
● Ethical business standards, reliable and dependable
–> Positive – Upbeat personality
–>Determination to Learn and Grow
–>Exceptional Time Management
–>Kind and Helpful demeanor
–>Great Work Ethic


Hours – M-F 8:30am-5pm (can be flexible)
✮Compensation is competitive with advancements and growth plan!
✮9 paid holidays
✮Vacation – starts at 2 weeks, 3 weeks after 1 year, 4 weeks after 3 years, 5 weeks after 6 years
✮Sick – up to 9 days/year
✮Bereavement – up to 2 days/year for immediate family


✯Up to $450/month employer-paid for medical
✯Dental fully paid for employee, 50% for family
✯Short-term disability
✯Long-term disability
✯Life/Ad&d 1x Salary, plus $50K
✯Casual office attire
✯$1,000 annual education allowance


Physical Demands and Work Environment:

The physical demands described here are representative of those that must be met by an
employee to successfully perform the essential functions of this position.
Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.
While performing the duties of this position, the employee is regularly required to talk or hear.

The employee frequently is required to use hands or fingers, handle or feel objects, tools, or
controls. The employee is occasionally required to stand; walk; sit; and reach with hands and
arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities
required by this position include close vision, distance vision, and the ability to adjust focus. The
noise level in the work environment is usually low to moderate.

To apply for this job email your details to jen@growwithcrowe.com