Employee Benefits Account Manager

Job Description

Job Description

Job Title: Employee Benefits Account Manager

Location: Flexible – In-Office, Hybrid, or Remote (Lodi, CA - Based)

Compensation: $70,000-95,000 plus comprehensive benefits

About

Growing independent insurance agency committed to delivering personalized, high-touch service to is seeking an experienced Employee Benefits Account Manager. Agency strongly values collaboration, accountability, and long-term partnerships—with clients, carriers, and each other. Agency's collaborative culture, carrier relationships, and focus on long-term partnerships allows team to thrive while providing exceptional value to employers and their employees.

Position Overview

We are seeking an experienced Employee Benefits Account Manager to support and manage a book of group benefits clients. This role focuses on day-to-day client service, renewals, carrier coordination, and ongoing account management. The position offers flexibility with in-office, hybrid, or fully remote work options, depending on experience and location.

Key Responsibilities

• Manage a dedicated book of employee benefits clients, serving as the primary day-to-day contact
• Coordinate annual renewal strategy, including data gathering, carrier negotiations, and plan comparisons
• Prepare and present renewal materials, plan options, and recommendations to clients
• Support onboarding of new groups, including implementation and carrier setup
• Handle plan changes, enrollments, terminations, billing issues, and client inquiries
• Collaborate with producers, carriers, and internal teams to ensure smooth account servicing
• Maintain accurate documentation and records within agency management systems
• Stay current on industry trends, compliance considerations, and carrier offerings

Qualifications

• 3+ years of experience in employee benefits account management (agency experience preferred)
• Strong knowledge of group health, dental, vision, life, disability, and ancillary benefits
• Excellent organizational, communication, and client service skills
• Ability to manage multiple accounts and deadlines with attention to detail
• Comfortable working independently while contributing to a team environment
• Insurance license (or ability to obtain within required timeframe)

What We Offer

• Competitive salary based on experience
• Flexible work arrangements: in-office, hybrid, or remote
• Supportive, team-oriented independent agency culture
• Opportunities for professional growth and advancement
• Benefits package including health insurance, paid time off, and holidays

How to Apply

If you are a motivated benefits professional who values client relationships and flexibility, we’d love to hear from you. Please submit your resume and a brief introduction outlining your experience in employee benefits.