*Primarily field-based in the San Jose area*
Purpose of Position:
The Account Manager will be the primary point of contact for brokers for a variety of administrative issues. Connecting with key business executives and stakeholders is pivotal. This position will communicate with brokers on a regular basis; developing a trusting/productive relationship with them to assure revenue retention. Account Managers will also answer queries and identify new business opportunities among existing customers. Account Managers will liaise with cross-functional internal teams (including Customer Service and Sales) to improve the entire customer experience.
Essential Functions:
Oversee a portfolio of assigned agencies and actively manage and develop relationshipsOperate as lead point of contact for any and all matters specific to your accountsBuilding and maintaining strong long-lasting relationshipsSchedule monthly, quarterly and annual partner meetings to ensure confidence in our program through education and trainingsEnsure the timely and successful delivery of our solutions according to customer needs and objectivesRespond to inquiries from clients within timeframes assignedClearly communicate the progress of accounts to senior management and make recommendations to progress further relationship and success of each accountsAdvise brokers of any service disruptions and inform of next stepsManage the installation and implementation process for new and existing accounts to explain benefit contract provisions and utilization proceduresDevelop strategies to increase member loyalty to produce net growth results on all agency book of businessesResponsible for effective communication and coordination within internal team and brokersFacilitates communications between functional leaders and subject matter experts. Liaison between brokers and the internal operations staffOversees resolution of issues among service partners as neededOccasional on-site attendance and punctuality are essential functions of the jobPerforms other business tasks or functions as assignedQualifications
Knowledge, Skills & Abilities Required:
Previous account management and healthcare benefits experience a plusStrong leadership and interpersonal and consultative skills needed to effectively manage clientsStrong written and verbal communication skillsAbility to work independently and assess situations quickly, making logical and appropriate decisionsAbility to multi-task and effectively work in a fast paced environment; must meet deadlinesSelf-motivated, requiring little or no supervision; flexible, team player, able to motivate othersProficiency in MS Office tools including: Outlook, Word, Excel and PowerPointPossess excellent facilitation skillsDevelop and maintain effective business relationships with clients and functional managementProfessional in attitude and appearanceStrong analytical, problem solving skillsExcellent organizational, planning and prioritization skillsBilingual is suggested but not requiredEducational Requirements:
High School Diploma or equivalent required.College degree or a minimum of 3 years related business/industry experience requiredC/E courses in HIPAA, COBRA or FSA a plus
Physical Requirements:
Travel required; must be able to lift suitcases/briefcases when necessary. Must be able to sit for extended periods of time and occasional standing and walking. Must have adequate hearing for phone work. Vision requirements include close vision and the ability to adjust focus. Must be able to communicate effectively in English. Must be able to use a keyboard and other office equipment. Ability to lift up to 10 pounds occasionally.
Purpose of Position:
Assist the Team Lead & Supervisor with various projects and duties as follows:
Setting up and maintaining all broker records for W&B CompaniesHandle incoming queue calls from customersBroker licensing – Review, Pending, and ProcessingQuality control of broker profiles at group inceptionBanking website research, check voiding, and re-issue requestsSet up and maintenance of all direct deposit informationSubmitting check requests to A/P for reissue of payments via SharePoint siteProcessing Broker of Record changesReviewing and processing incoming Broker LeviesMonitor Negative Broker Commissions & Open credit balances.Monthly reporting, held commissions, expired licenses, missing information, and 542 processingMonth-end Choice Builder commission processingProcess vendor adds and changes for all W&B companiesMonitor department email box and SharePoint site dailyProcessing returned mail for all W&B CompaniesDocument ScanningEscheatment for all W&B CompaniesCommission research based on broker requestsSpecial projects as assigned.On-site or remote regular attendance and punctuality are essential functions of the job.Perform other business tasks or functions as assigned.Job Qualifications
Knowledge, Skills & Abilities Required:
Outstanding focus and customer service skillsMaintain HIPAA ComplianceExcellent Phone mannerismsAbility to multitask; switching from one database to another, answering phones, while inputting sensitive informationMust be an innovative self-starter who is detail-oriented with excellent analytical skills.Strong oral and written communication skillsHigh-volume computerized systems experience is preferred. Must have basic PC skills, including Excel and Word.2+ years in Customer Service/Call Center related fieldAdhere to all PHI (Protected Health Information) and HIPAA (Health Insurance Portability and Accountability Act) guidelines.Educational Requirements:
High School Diploma or equivalent required.Associate’s degreePhysical Requirements:
Must be able to sit for extended periods of time and occasionally stand and walk. Must have adequate hearing for phone work. Vision requirements include close vision and the ability to adjust focus. Must be able to communicate effectively in English. Must be able to use a keyboard and other office equipment. Ability to lift up to 25 pounds occasionally.
Company DescriptionSince 1984, The Word & Brown Companies have been connecting individuals and businesses to industry-leading health insurance and benefits solutions. We've built a reputation for providing brokers, carriers, employers, individuals, and families with access to the products, services, tools, and technology that help them succeed. We call it providing "Service of Unequalled Excellence."Company DescriptionSince 1984, The Word & Brown Companies have been connecting individuals and businesses to industry-leading health insurance and benefits solutions. We've built a reputation for providing brokers, carriers, employers, individuals, and families with access to the products, services, tools, and technology that help them succeed. We call it providing "Service of Unequalled Excellence." Read Less*Hybrid*
Purpose of Position:
The Technical Systems & Documentation Specialist (Jr. Project Manager) supports cross-functional projects and operational initiatives across the Shared Services and Operations teams. This “Interdepartmental” role works closely with teams utilizing OL Connect, Quickbase, and Microsoft 365 applications while maintaining clear and accurate process documentation and vendor contracts. The Specialist assists in planning, coordinating, and tracking small to mid-scale projects using project management tools such as Monday.com. Responsibilities include documenting & testing Standard Operating Procedures (SOP’s) and supporting system updates or workflow improvements. This role requires strong organizational skills, foundational project coordination capabilities, attention to detail, and the ability to effectively support multiple teams with shifting priorities. The Specialist will also participate in and execute additional tasks or projects assigned by leadership.
Essential Functions:
Project Coordination & Cross-Functional Support
Serve as a Project Coordinator for initiatives across Choice Administrators and Word & Brown divisions.Assign and track project tasks to ensure timely completion and alignment with project goals.Facilitate cross‐functional meetings, capture action items, prepare project documentation, and provide progress updates to stakeholders.Support small- to mid-scale projects using Monday.com and other project management tools.Identify opportunities to streamline Shared Services and Operations through improved workflows, automation, and enhanced documentation.Documentation & Knowledge Management
Create and maintain detailed documentation for all technical systems, workflows, and operational procedures across Shared Services and Operations.Maintain a centralized SharePoint repository to support audits, training, and organizational knowledge sharing.Document CTP operational processes and ensure consistent version control and accessibility.Standardize documentation formats and ensure alignment with organizational requirements.Track User Acceptance Testing by documenting issues or bugs along with lessons learned.Conduct retrospective meetings with leadership presenting lessons learned, next steps.Vendor, Contract & Inventory Support
Document vendor requirements, SLAs, equipment specifications, and contract terms for all hardware and software.Coordinate with leadership and vendors to ensure timely renewals, compliance, and resolution of service issues.Track and document all vendor interactions, maintenance schedules, and equipment lifecycle details.Expedite collection of signatures and support procurement and legal teams with contract documentation.Support physical and digital inventory audits to ensure accuracy and alignment with operational needs.General Administrative & Organizational Support
Interact with clients, vendors, and visitors in a friendly and professional manner.Prepare reports, presentations, and project materials for leadership.Maintain consistent and reliable attendance, whether on-site or remote, as an essential function of the role.Assist in the fulfillment of Cal Choice and Choice Builder monthly renewals.On-site or remote regular attendance and punctuality are essential functions of the job.Performs other business tasks or functions as assigned.
Qualifications
Knowledge, Skills & Abilities Required:
Excellent written and verbal communication skills with strong attention to detail.Proficient in Microsoft Office programs, including Word, Excel, PowerPoint, as well as Outlook.Experience with Microsoft 365 tools, especially SharePoint, Teams, and OneDrive.Familiarity with process documentation, SOP creation, and workflow mapping.Strong organizational skills with the ability to coordinate multiple projects and priorities across departments.Ability to collaborate with cross-functional teams, IT, leadership, and external vendors.Ability to work well in a fast‐paced, deadline‐driven environment.Knowledge of the health insurance industry and prior customer service experience preferred.Ability to multitask effectively.Adhere to all PHI (Protected Health Information) and HIPAA (Health Insurance Portability and Accountability Act) guidelines.
Additional Competencies:
Action Oriented, Approachability, Customer Focus, Listening, Self-Knowledge, Written Communication
Educational Requirements:
High School Diploma or equivalent required.Four (4) year college degree preferred.
Physical Requirements:
Must be able to sit for extended periods of time and occasional standing and walking. Must have adequate hearing for phone work. Vision requirements include close vision and the ability to adjust focus. Must be able to communicate effectively in English. Must be able to use a keyboard and other office equipment. Ability to lift up to 50 pounds occasionally.
Company DescriptionSince 1984, The Word & Brown Companies have been connecting individuals and businesses to industry-leading health insurance and benefits solutions. We've built a reputation for providing brokers, carriers, employers, individuals, and families with access to the products, services, tools, and technology that help them succeed. We call it providing "Service of Unequalled Excellence."Company DescriptionSince 1984, The Word & Brown Companies have been connecting individuals and businesses to industry-leading health insurance and benefits solutions. We've built a reputation for providing brokers, carriers, employers, individuals, and families with access to the products, services, tools, and technology that help them succeed. We call it providing "Service of Unequalled Excellence." Read LessPurpose of Position:
Serve as an adaptable floater within Shared Services, supporting functional areas including Print, Inventory, and Mail. Perform daily operational tasks, assemble kits, fulfill requisitions, and filing for Word & Brown and Choice products. This position will support broker and client mailings and help coordinate departmental printers and print jobs. Maintain strong organizational skills to ensure accuracy, efficiency, and smooth workflow across all Shared Services operations. Work on miscellaneous projects assigned by leadership.
Essential Functions:
Will work closely with the Shared Services Team Lead.Process daily, monthly and annual scheduled print jobs.Process material requisitions.Receive and maintain inventory of in-house warehouse materials.Process and sort all incoming and outgoing mail, including USPS, UPS, GLS, and any other deliveries brought to the mailroom for any of our companies.Process and schedule same day deliveries using PAMS service.Provide excellent customer service to all internal departments and external customers.Assist in the fulfillment of CalChoice and Choice Builder monthly renewals.Maintain a clean and organized workspace.Accept ownership and responsibility for tasks and follow directions closely.On-site or remote regular attendance and punctuality are essential functions of the job.Performs other business tasks or functions as assigned.Qualifications
Knowledge, Skills & Abilities Required:
Proficient verbal and written communication skills.Ability to support, interface, and communicate with various clients and organizations in person, via email, and by telephone.Strong attention to detail with exceptional organizational skills.Ability to prioritize, manage time effectively, and handle multiple tasks simultaneously.Ability to collaborate and communicate professionally with all levels of leadership, employees, clients, and vendors.Self‐guided and highly motivated, with the ability to follow directions.Demonstrated proficiency in Microsoft Office 365 tools, including SharePoint, Teams, Outlook, Excel, and Word.Ability to work well in a fast‐paced, deadline‐driven environment.Knowledge of the health insurance industry and prior customer service experience preferred.Adhere to all PHI (Protected Health Information) and HIPAA (Health Insurance Portability and Accountability Act) guidelines.Additional Competencies:
Action Oriented, Approachability, Customer Focus, Listening, Self-Knowledge, Written CommunicationEducational Requirements:
High school diploma or equivalent required.Physical Requirements:
Must be able to sit for extended periods of time and occasional standing and walking. Must have adequate hearing for phone work. Vision requirements include close vision and the ability to adjust focus. Must be able to communicate effectively in English. Must be able to use a keyboard and other office equipment. Ability to lift up to 50 pounds occasional
Company DescriptionSince 1984, The Word & Brown Companies have been connecting individuals and businesses to industry-leading health insurance and benefits solutions. We've built a reputation for providing brokers, carriers, employers, individuals, and families with access to the products, services, tools, and technology that help them succeed. We call it providing "Service of Unequalled Excellence."Company DescriptionSince 1984, The Word & Brown Companies have been connecting individuals and businesses to industry-leading health insurance and benefits solutions. We've built a reputation for providing brokers, carriers, employers, individuals, and families with access to the products, services, tools, and technology that help them succeed. We call it providing "Service of Unequalled Excellence." Read LessEssential Functions:
Oversee contract repository for evaluation, research and reporting purposesSend emails, schedule meetings and handle other duties to bring projects to conclusionAdminister, maintain and train on legal automation that is implementedAssist in ongoing initiatives, including Intellectual Property, Bankruptcy, and SubpoenasConduct and assist with legal research as neededPerform other duties as assigned.Knowledge, Skills & Abilities Required:
Experience working in a fast-paced Legal Department with a high volume of work.Ability to direct the work of others to ensure all essential functions of the department are being metProficient in Microsoft Office programs, including Word, Excel, PowerPoint, as well as OutlookStrong grammar, spelling, dictation skillsAbility to meet deadlines and adjust to changes in company policies, procedures, and priorities.Educational Requirements:
Must possess a B.A or B.S from an accredited college in Business Law, Business Administrations, or related field. Paralegal certification preferred. Prior experience as a Supervisor or Manager, highly preferred. Minimum of 5 years of experience in a fast-paced, service oriented, office work environment.
Physical Requirements:
Requires close vision and must have good hand to eye coordination. Must be able to see, hear and speak clearly. Must be able to use a computer keyboard. May be required to lift up to 40 pounds. Working environment is stable and noise level is moderate.
Company DescriptionSince 1984, The Word & Brown Companies have been connecting individuals and businesses to industry-leading health insurance and benefits solutions. We've built a reputation for providing brokers, carriers, employers, individuals, and families with access to the products, services, tools, and technology that help them succeed. We call it providing "Service of Unequalled Excellence."Company DescriptionSince 1984, The Word & Brown Companies have been connecting individuals and businesses to industry-leading health insurance and benefits solutions. We've built a reputation for providing brokers, carriers, employers, individuals, and families with access to the products, services, tools, and technology that help them succeed. We call it providing "Service of Unequalled Excellence." Read LessEssential Functions:
Draft, review, redline and negotiate important legal agreementsPerform legal research, review and analysisManage legal staff and provide guidanceAssist GC in managing the organization’s legal affairs to ensure compliance with relevant laws and regulations.Manage outside attorneys when necessary.Provide guidance and support to GC as requestedManage contractsAssist with inputting agreements into the legal database used by the departmentOn-site and remote regular attendance and punctuality are essential functions of the job.Perform other business tasks or functions as assigned.Knowledge, Skills & Abilities Required:
Ability to perform all essential functions of the unitProficient in Microsoft Office programs, including Word, Excel, PowerPoint, as well as OutlookBasic knowledge of applicable areas of law, including Contracts and Intellectual Property.Skills necessary to guide, mentor and supervise staffAbility to come to the office every day as requested by GC.Educational Requirements:
Must have a J.D. from an ABA Accredited law school and preferably passed the California State Bar Exam and been admitted to the California State Bar Association. The candidate must also have a minimum of 2 years of legal experience as a Corporate Counsel or similar role.
Physical Requirements:
Must be able to sit for extended periods of time and occasional standing and walking. Must have adequate hearing for phone work. Vision requirements include close vision and the ability to adjust focus. Must be able to communicate effectively in English. Must be able to use a keyboard and other office equipment. Ability to lift up to 10 pounds occasionally.
Essential Functions:
Maintains and updates model contracts with General Counsel’s directionRedline documents per notes from General Counsel and digitally deliver to appropriate partiesReview and compare redlined documents from other entitiesSend emails, schedule meetings and handle other duties to bring projects to conclusionAssist in ongoing initiative including Intellectual Property, Bankruptcy and SubpoenasConduct and assist with legal research as neededPerform other duties as assigned.Knowledge, Skills & Abilities Required:
Experience working in a fast-paced Legal Department with a high volume of work.Ability to direct the work of others to ensure all essential functions of the department are being metProficient in Microsoft Office programs, including Word, Excel, PowerPoint, and OutlookStrong grammar, spelling, and dictation skillsAbility to meet deadlines and adjust to changes in company policies, procedures, and priorities.Educational Requirements:
Must possess a B.A or B.S from an accredited college in Business Law, Business Administrations, or related field. Paralegal certification preferred. Prior experience as a Supervisor or Manager, highly preferred. Minimum of 5 years of experience in a fast-paced, service oriented, office work environment.
Physical Requirements:
Requires close vision and must have good hand-eye coordination. Must be able to see, hear and speak clearly. Must be able to use a computer keyboard. May be required to lift up to 40 pounds. Working environment is stable, and noise level is moderate.
Company DescriptionSince 1984, The Word & Brown Companies have been connecting individuals and businesses to industry-leading health insurance and benefits solutions. We've built a reputation for providing brokers, carriers, employers, individuals, and families with access to the products, services, tools, and technology that help them succeed. We call it providing "Service of Unequalled Excellence."Company DescriptionSince 1984, The Word & Brown Companies have been connecting individuals and businesses to industry-leading health insurance and benefits solutions. We've built a reputation for providing brokers, carriers, employers, individuals, and families with access to the products, services, tools, and technology that help them succeed. We call it providing "Service of Unequalled Excellence." Read LessPurpose of Position:
The Regional Sales Manager (RSM) will promote the sale of all Choice Administrators products as an outside sales representative. Products will include, CaliforniaChoice and Choice Builder. Sales will be made to brokers in the North Bay territory. This will be accomplished through presentations to brokers and small business owners in the territory. Will also work and develop relationships with general agent partners to increase distribution of products in assigned territory. Applicant must reside in one of the following counties: Butte, Colusa, Contra Costa, Del Norte, Glenn, Humboldt, Lake, Lassen, Marin, Mendocino, Modoc, Napa, Plumas, Shasta, Sierra, Siskiyou, Solano, Sonoma, Tehama, and/or Trinity.
Essential Functions:
RSM works with Director of Field Sales to develop key sales techniques to be used for both broker and client presentations. RSM assists brokers with presenting to end user (business owner), ultimately increasing sales of Choice Administrators products.RSM assists in the servicing of General Agencies.RSM conducts presentations for various industry audiences.RSM interfaces heavily with inside sales representatives (SISR & ISR) to enhance sales results/growth.This position will require extensive day travel.On-site or remote regular attendance and punctuality are essential functions of the job.Perform other business tasks or functions as assigned.Knowledge, Skills & Abilities Required:
Must possess a valid California driver’s license and have and maintain proper car insurance.Must have personal, reliable transportation for traveling. California Life & Health Producer License required. If successful applicant does not have insurance license, it is required to obtain one within three (3) months of date of hire.Two to three (2-3) years’ industry experience in group health insurance sales preferred.Computer literate with preferred knowledge/experience with Salesforce.Working knowledge of carrier portfolio and related products and services.Knowledge and understanding of small group marketplace.Use of effective communication skills while conducting in-person sales presentations.Ability to conduct presentations in front of large groups.Self-disciplined, ability to work with minimal supervision.Results-driven, ability to work in a fast-paced environment.Good organizational skills and the ability to multi-task.Requires a professional demeanor.Additional Competencies:Action Oriented, Customer Focus, Dealing with Ambiguity, Interpersonal Savvy, Organizing, Presentation Skills, Problem Solving, Self-Development, Time ManagementIn addition to the KSAs and Additional Competencies listed above, there are more competencies related to this position. Please refer to the Individual Contributor – Specialist competency addendum.Educational Requirements:
High school degree or equivalent required, college education preferred.Active CA Life & Health license required or ability to obtain within 90 days of date of hire.Company DescriptionSince 1984, The Word & Brown Companies have been connecting individuals and businesses to industry-leading health insurance and benefits solutions. We've built a reputation for providing brokers, carriers, employers, individuals, and families with access to the products, services, tools, and technology that help them succeed. We call it providing "Service of Unequalled Excellence."Company DescriptionSince 1984, The Word & Brown Companies have been connecting individuals and businesses to industry-leading health insurance and benefits solutions. We've built a reputation for providing brokers, carriers, employers, individuals, and families with access to the products, services, tools, and technology that help them succeed. We call it providing "Service of Unequalled Excellence." Read Less