Join Our Talent Community! - Benefits Account Manager
About The Position
The Liberty Company is seeking experienced Employee Benefits Account Managers located in either Pacific or Mountain Time Zones to join their growing organization. This role focuses on ensuring the effective delivery of employee benefits programs to large group clients, working closely with clients, carriers, vendors, and the Account Executive to provide a remarkable client experience that supports their overall business objectives. The company emphasizes a people-first approach, an award-winning culture, and invests in its employees through competitive pay, comprehensive benefits, generous PTO and holidays, continued education, and wellness programs. They value integrity, excellence, caring, kindness, fairness, teamwork, good feelings, and fun, and are committed to advancing diversity and inclusion.
Requirements
- 2+ plus years of group employee benefits brokerage experience
- 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
- 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
- Ability to travel for client and prospect meetings as needed
- Located in either Pacific or Mountain Time Zone
Nice To Haves
- benefits administration software highly desired
Responsibilities
- Works 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 with accuracy
- 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 our internal agency management system, shared file system 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
- Complies 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
- Performs other tasks on projects as needed/assigned to support the overall development and advancement of the Employee Benefits team
Benefits
- competitive pay
- comprehensive benefits
- generous PTO and holidays
- continued education
- wellness-focused programs
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
