Large Group Benefits Account Manager

$80,000 - $110,000/Yr

Liberty Insurance Brokers - Irvine, CA

Full-time - Mid Level

Remote - Irvine, CA

Insurance Carriers and Related Activities

About the position

The Large Group Benefits Account Manager at Liberty Company Insurance Brokers is responsible for supporting the delivery of employee benefits programs to large group clients. This role involves close collaboration with Account Executives, clients, carriers, and vendors to ensure a remarkable client experience while meeting compliance and regulatory requirements. The position emphasizes relationship building, effective communication, and proactive problem-solving to address client needs and challenges.

Responsibilities

• Work closely with the assigned Account Executive to provide service support to assigned clients.
• Cultivate strong relationships by understanding client needs, anticipating challenges, and proactively addressing concerns.
• Collaborate with the Account Executive and Producer(s) to ensure all benefit-related tasks are completed.
• Stay informed on industry regulations and compliance requirements.
• Work closely with clients to ensure ERISA compliance responsibilities are met timely and accurately.
• Facilitate broker compliance tasks while indemnifying company risk.
• Investigate and resolve complex benefit-related inquiries and concerns, demonstrating a commitment to client satisfaction.
• Provide clear and concise communication regarding industry updates, policy changes, benefits education, and other relevant information.
• Maintain detailed and accurate records using internal agency management systems and other applicable software applications.
• Create employee benefit guides, presentations, and other key documents that are client and employee facing.
• Learn and maintain benefit administration platforms as needed.
• Comply with agency management data standards and timing requirements.
• Acknowledge and respond to all client requests timely and professionally.
• Develop and maintain excellent carrier and vendor relationships.
• Perform other tasks on projects as needed/assigned to support the overall development and advancement of the Employee Benefits team.

Requirements

• 2+ years of group employee benefits brokerage experience supporting clients with 100-1,000 employees required.
• Active resident Accident Life & Health License required.
• Deep understanding of ERISA and other compliance regulations as they pertain to group benefit plans.
• Effective communication and presentation skills, both written and verbal, in-person and virtual.
• Demonstrates high level of professionalism and business acumen in all written and verbal communications.
• Experience with MS Office and data management software; benefits administration software highly desired.
• Strong attention to detail, pride of work ownership, ability to work independently and with a team.
• Enjoy working in a fast-paced environment leveraging strong planning, organizational and prioritization skills.

Benefits

• Paid training
• Paid holidays
• Paid time off
• Employee wellness and stress relief programs
• Opportunities to give back to the community
• Continued education support