Insurance & Financial Services
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About LBW


Position Description

Position Title: Group Benefits Account Manager

LBW Insurance and Financial Services is looking for an experienced Group Benefits Account Manager for our very successful Benefit Department.

LBW is the largest independent full-service insurance agency in the Santa Clarita Valley area. We are a boutique agency that provides very high quality, high touch level of service to our clients and we are looking for the right person to join our terrific team.

Primary Functions:

The Group Benefits Account Manager is responsible for maintaining and working with Large/Small Group clients. Must be able to perform all essential duties and responsibilities listed below

Essential Duties & Responsibilities:

  • Processing New Business Broker of Record – by submitting BOR letter; Verifying with carrier(s) of receipt; Confirming policy numbers and commission schedule; Setting up new working file for each line of business; Receiving contract, plan summary, current billings and renewal terms; Enter policy detail in SmartOffice including plan description, premiums, number of employees, etc.
  • Renewal/Quoting Business -Prior to renewal – obtain/request renewal from carrier(s), contact client 90 days prior to their anniversary date to discuss their needs; Determine if they are satisfied with their current carrier or if it needs to be marketed. Analyze and evaluate client’s current benefits program and needs; Suggest any possible additional coverages they may need; Generate renewal letter; Gather necessary renewal information (Risk Questionnaire, current census and renewal rates); Prepare and submit request for quote including plan design & carrier selection or self-quote via carrier website(s); Review quotes and prepare proposal; Present renewal proposal to client.
  • Marketing – Must be able to determine market selection and plan design for each renewal; Prepare RFQ and submit to selected carrier(s); RFQ must be complete, accurate, and include all current and pertinent information for the carrier to successfully rate the group; Follow up with carriers to ensure receipt of quote by our requested due date; Review quotes and prepare proposal.
  • Client Services & Administration - Receive, document and process all Large/Small Group insured’s requests for service; Assist clients with claims and billing problems; Keep clients informed and updated on current events, changing markets, new products, etc.; Maintain client files (Large/Small Group)
  • Automation- Maintain calendar and activities on Outlook; ensure all follow-up transactions are being completed in a timely manner; Maintain accurate and current activity logging on all transactions; Maintain current customer and policy information in SmartOffice.
  • Other Duties - Attend various departmental and other office meetings; Remain up-to-date on coverage changes, current legislation, education and technical expertise; Complete required CE credits to maintain your insurance license; Participate in seminars and classes for knowledge and skill development; Maintain and update renewal, new and written business logs.
  • Other miscellaneous duties as assigned


  • Must have a current and active California Life and Health Insurance License
  • Must have great customer service skills and 5+ years managing large and small group accounts
  • Assist with open enrollments, claims and billing
  • Prepare RFP and have knowledge of the individual market place
  • Be able to market new and existing clients
  • Must be knowledgeable on ACA
  • Must be able to work in a fast pace environment and meet deadlines in an organized manner
  • Knowledge of Microsoft Office is a must
  • Experience with SmartOffice, Health Connect or other quoting system would be a plus
  • Needs to have good communicate skills with strong attention to detail
  • A team player

Employer’s Rights:

This job description does not list all the duties of the job. You may be asked by your supervisors or managers to perform other duties not described in this job description. You will be evaluated in part based upon your performance of the tasks and functions listed in this job description.

LBW has the right to revise this job description at any time. The job description is not a contract for employment, and either you or LBW may terminate employment at any time, for any reason not disallowed by law.


  • Your team works together seamlessly.

    “The service we receive from LBW has been outstanding! Your team works together seamlessly. LBW can be proud to have such helpful, attentive, competent and caring personnel willing to go the extra mile to help the clients they serve.”

    Barbara Frederick, Dir of HR at Filter Pump Industries

  • Thank you for the excellent job you do for my business, my employees, and my family.

    “"I want to thank you for the excellent job you and your team did on my recent fire claim. As you know, the fire we experienced at our property was devastating and the loss much larger than first anticipated. The LBW team stayed on top of the carrier and really pushed to get our claim handled as quickly and effectively as possible. As always, you and your team treated me like a VIP. This is just one more instance that confirms my decision to put both my business and personal insurance with you. More important than the follow-through provided when we experienced our loss, is your team’s continual review of our policies. It was those reviews that made sure we were adequately covered. Thank you also for making me look good in the eyes of the many folks I have referred to you. I know you will always take good care of those I send your way.”

    Rodney L. Gleicher, President G&G Properties

  • LBW has provided world class service and advice and I would recommend them to anyone desiring top quality insurance solutions.

    “"I want to take this opportunity to thank you for the outstanding personal attention and service we have received. The staff at LBW are not only very knowledgeable and courteous but they are also accessible both in person and by phone as needed. In addition to all of the personal assistance we have received your staff has well represented LBW as my advocate for quality insurance plans. From design, to enrollment, to administration; LBW has supported me through all of my employee benefits and business insurance choices. LBW has provided world class service and advice and I would recommend them to anyone desiring top quality insurance solutions."”

    Inna Tuler, President Maintco Corporation

  • The guys at LBW really helped us identify our key risks and gave us valuable insights on how to mitigate them

    “The guys at LBW really helped us identify our key risks and gave us valuable insights on how to mitigate them. Howard and Todd are both exceptionally informative and really easy to work with. As the CEO of an emerging-growth startup I highly recommend the team at LBW.”

    Marty Chaskin, Co-Founder and CEO of LockAware, Inc.

  • I consolidated all of my policies with LBW and received excellent service and better coverage for less annual premiums!

    “I consolidated all of my various insurance policies (homeowner, auto, boat) with LBW and received excellent service from Millie and must say, better coverage on all for less annual premiums! I did not realize that I could get such great rates with AARP policies by using LBW as my agent!!! Highly encourage all my friends to check it out!!!”

    Jennifer Domingos