Employee Benefits Account Executive

LIBERTY COMPANY INSURANCE BROKERS LLC • Irvine, CA

1d • $85,000 - $99,000 • Hybrid

About The Position

The Employee Benefits Account Executive obtains, maintains, services, markets, and grows the company’s insurance business. The role helps clients obtain and renew appropriate, competitive insurance coverage and supports the company’s broader client relationships, including administration, marketing, customer service, and receivables. The position manages day-to-day account responsibilities assigned by the EVP, Small Group Employee Benefits and the Producer, with diligence and timeliness.

The Account Executive oversees assigned clients of diverse sizes with minimal Producer support, collaborates on client initiatives and implementations, and supports marketing, quoting, presentations, open enrollment meetings, and group renewals. The role builds client, carrier, and vendor relationships; provides benefits education and industry updates; addresses concerns and complex inquiries; and supports compliance and risk management. It also maintains account records and employee-facing communications, uses benefit administration platforms, and coordinates enrollments, changes, and terminations with carriers and vendors.

This is a hybrid position based at the Irvine office, with a stated work schedule of 8:30 a.m. to 5:00 p.m., Monday through Friday. Travel may be required to meet client management responsibilities.

Requirements

• Active California Department of Insurance Life and Health license.
• High school diploma or equivalent.
• More than five years of benefits experience.
• Account or project management experience.
• Excellent and consistent communication and organizational skills.
• Ability to manage time wisely and work independently with little supervision.
• Ability to travel as required for client management responsibilities.
• Strong knowledge of benefits practices, procedures, products, and networks.
• Broad knowledge of Health and Welfare compliance and regulations, HIPAA, PHI/PII, and legislation.
• Proficiency in Microsoft Office, specifically Excel, Word, and PowerPoint.
• Ability to organize and prioritize effectively, with accuracy, mindfulness, reliability, confidentiality, and conscientious work habits.
• Ability to interpret data and make cost-effective decisions.
• Ability to adapt and work efficiently in a rapidly changing environment with deadline pressures.
• Demonstrated ability to work directly with coworkers, clients, and vendors.
• Applicants for roles requiring a state insurance license must meet applicable state licensing requirements, not be disqualified or barred from licensure, and not be prohibited from conducting the business of insurance under Title 18 U.S. Code §§ 1033 and 1034.

Nice To Haves

• BenefitPoint experience.
• Navigator experience.
• Ability to read, write, and speak Spanish.

Responsibilities

• Oversee and manage assigned clients of diverse sizes with minimal support from Producers.
• Collaborate with Producers on client initiatives and new implementations.
• Assist Producers with marketing and quoting, preparing presentations, conducting open enrollment meetings, and managing carrier and vendor requirements for small and large group renewals.
• Communicate regularly with clients to assess satisfaction, discuss program enhancements and benefits education, and share industry updates.
• Understand client needs, anticipate challenges, proactively address concerns, and promptly escalate issues to support resolution and retention.
• Develop and maintain strong relationships with insurance carriers and vendors, and communicate effectively with stakeholders.
• Acknowledge and respond to client requests professionally and promptly, setting expectations for resolution timelines.
• Educate clients on compliance obligations, facilitate broker compliance tasks, and stay current on relevant regulations and requirements.
• Act as an employee benefits subject-matter resource for clients, staying current on industry trends, compliance changes, and state-specific requirements.
• Follow agency and document-management standards, workflows, and timing requirements.
• Investigate and resolve complex benefits inquiries and concerns.
• Maintain accurate records in the internal agency management system, shared file system, and other applicable software.
• Create and maintain employee-facing communications, including highlight sheets and benefit guides.
• Learn and maintain benefit administration platforms as needed.
• Manage enrollments, changes, and terminations with carriers and vendors for new hires, qualifying events, terminations, and open enrollment, following department procedures.
• Perform other assigned tasks and projects supporting the development and advancement of the Employee Benefits team.

Benefits

• Competitive compensation, with a stated salary range of $85,000–$99,000 base plus commission per year.
• Robust benefits package.
• Paid time off.
• Holiday pay.
• Continued education support.
• Company-sponsored programs promoting stress management and community involvement.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED