Employee Benefits Account Specialist
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
Nice To Haves
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
Number of Employees
11-50 employees
