Employee Benefits Account Manager

Poms & Associates Insurance Brokers LLC•Calabasas, CA

just now•$70,000 - $100,000•Hybrid

About The Position

Poms & Associates is seeking a knowledgeable and client-focused Employee Benefits Account Manager to service and support a book of new and existing employee benefits accounts. This role partners closely with the Producer and internal team to deliver exceptional day-to-day service, strengthen client relationships, support retention efforts, and maintain strong carrier partnerships. The ideal candidate has a strong understanding of group benefits, compliance regulations, and benefits administration platforms, and thrives in a fast-paced, client-oriented environment.

Requirements

Minimum of 3 years of related industry experience.
Advanced knowledge of small and mid-size group benefits programs.
Valid, unrestricted California Life & Disability License (with continuing education compliance).
Strong working knowledge of compliance regulations including ERISA, COBRA, HIPAA, Healthcare Reform, and Medicare.
Intermediate proficiency in Microsoft Word, Excel, and PowerPoint.
Exceptional verbal and written communication skills.
Strong analytical skills with attention to detail and accuracy.
Ability to work independently, exercise sound judgment, and meet deadlines.
Professional presence with the ability to interface confidently with executive-level clients.
Ability to thrive in a fast-paced, client-service driven environment.
High school diploma or GED required; Bachelor’s degree preferred.

Responsibilities

Manage and service an assigned book of business, including escalated service and billing issues.
Maintain benefits administration portals (Employee Navigator, Rippling, Paylocity, etc.).
Research carriers, products, and services for small and middle market groups.
Assist clients with administrative setup and ongoing management of their benefits plans.
Prepare, process, review, and monitor policies, renewals, reports, applications, policy changes, billings, and contracts.
Collaborate with Producers, Account Managers, and Benefits Analysts on implementation and renewal processes.
Provide guidance and support related to state and federal compliance requirements (ERISA, COBRA, HIPAA, Healthcare Reform, Medicare).
Develop employee communications for open enrollment and wellness initiatives.
Maintain renewal reports, mailing lists, client data sheets, benefits booklets, and contribution sheets.
Perform marketing for small group accounts.
Conduct or assist with employee meetings (may include varying hours and locations).
Build and maintain strong carrier relationships and stay current with industry updates and offerings.

Benefits

Comprehensive health, dental, and vision coverage
Flexible Spending Accounts (FSA) traditional and dependent care
Supplemental Insurance including Short Term Disability, Long Term Disability, Long Term Care, and Basic Life and Accidental Death & Dismemberment insurance
401(k) retirement plan with employer matching
Worldwide Travel Assistance Program
Vacation Time
3 Floating Holidays
Sick Leave
Observed Holidays
Paid Leave (Jury Duty, Volunteer Time off, Disability, Parental Leave, etc.)
Employee Assistance & Employee Discount Programs
Professional development opportunities, including tuition reimbursement and in-house education classes
Career advancement opportunities
Flexible work arrangements, including remote work options
Please note that these are just some potential examples, and the specific benefits and perks offered may vary based on the position and location.