Large Group Employee Benefits Account Manager

LIBERTY COMPANY INSURANCE BROKERS LLC•Santa Clarita, CA

1d•$80,000 - $98,000•Remote

About The Position

The Account Manager works closely with the Account Executive and Producer to ensure the effective delivery of the employee benefits program to large group clients. In this role, you will work closely with clients, carriers, vendors, and the Account Executive to deliver a remarkable client experience that supports their overall business objectives.

Requirements

2+ plus 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
This is a remote position that requires a reliable internet connection and a distraction free working environment
Ability to travel for client and prospect meetings as needed

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