Account Manager - Employee Benefits
Lockton
Your Responsibilities Lockton is seeking a motivated and detail-oriented Account Manager in the Employee Benefits space. This position requires a strong commitment to building relationships, exceeding client expectations, and providing excellent client service. As an Account Manager, you will support the day-to-day management and servicing of employee benefits policies, ensuring client satisfaction and successful renewals. The ideal candidate will have a fundamental understanding of the business, industry trends, carrier product offerings, and governmental regulations. They will work collaboratively with senior staff to deliver people solutions that meet the needs of Lockton clients. Your Responsibilities Lockton is seeking a motivated and detail-oriented Account Manager in the Employee Benefits space. This position requires a strong commitment to building relationships, exceeding client expectations, and providing excellent client service. As an Account Manager, you will support the day-to-day management and servicing of employee benefits policies, ensuring client satisfaction and successful renewals. The ideal candidate will have a fundamental understanding of the business, industry trends, carrier product offerings, and governmental regulations. They will work collaboratively with senior staff to deliver people solutions that meet the needs of Lockton clients. Position Responsibilities Service a designated book of business, including marketing, assisting with claim issues, and administration. Support the implementation or transition of new/existing lines of coverage by setting up accounts, collecting needed documentation, and reviewing plan details with clients and carriers. Initiate & facilitate vendor quotes, amendments, and reinstatements for requested changes as needed. Ensure complete client information is in the agency management system to maintain data integrity, accuracy, and completeness. Conduct and create benefit benchmarking studies, design plan comparison reports, and client presentation materials. Initiate obtaining policies and conduct contract comparisons to ensure completeness. Initiate and monitor receipt of renewals & quotes from carriers once submitted and negotiated by more senior staff. Generate materials for client presentations and meetings. Address and resolve escalated claims, billing, and eligibility issues to ensure timely and satisfactory outcomes for clients, as directed, with timely responses to back to the clients. Initiate communications, and open enrollment activities to ensure a successful renewal process, along with supporting implementation. Build and develop relationships with clients, carriers, and other vendors. Research industry trends, carrier product offerings, and governmental regulations. Learn and collaborate with senior staff, fostering a collaborative and supportive work environment. Perform other responsibilities and duties as requested to support the team and clients. Qualifications Position Qualifications Bachelor’s Degree in Business Administration or related field, or equivalent years of experience. Typically, two years of related client services experience is required. Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint). Strong attention to detail and organizational skills to prioritize heavy workloads and meet time-sensitive deadlines. Ability to work in a team environment and manage multiple tasks & projects with competing deadlines. Ability to attend industry training sessions and complete continuing education requirements as needed. Ability to comply with all company policies and procedures, proactively protecting the confidentiality of client and company information. Must have strong verbal, written, and interpersonal skills to interact with clients, project team members, and associates at all levels of responsibility, representing Lockton in the highest professional manner. Ability to work outside of regular business hours and travel by automobile and aircraft, with the possibility of being away from home for more than one day and night. Legally able to work in the United States. #J-18808-Ljbffr Lockton
- ...Lockton is seeking an experienced Account Executive to lead marketing, servicing, and strategic consulting for employee benefits clients in Irvine. The role focuses on building strong client relationships and delivering strategic benefit solutions that meet client needs...Suggested
- ...Employee Benefits Account Management In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the worlds' largest insurance brokers, our focus is dedicated to providing our customers with the peace of mind...SuggestedWork at officeLocal areaFlexible hours
- ...Description Job Summary: We are seeking a bilingual (English/Spanish) , detail-oriented, and client-focused Account Manager to join our Employee Benefits team, specializing in Small Group (1–100 employees) . This role manages ongoing client relationships and...SuggestedWork at officeFlexible hours
$90k - $95k
...entrepreneurs and leaders recognized for their excellence throughout the insurance community. THE OPPORTUNITY: The Employee Benefits Account Management team provides critical support to clients through day-to-day program oversight, client advocacy and systems...SuggestedFull timeWork at officeLocal areaFlexible hours$100k
...expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection... ...& Health)2-4+ years of employee benefits and account management experience.Excellent verbal and...SuggestedFull timeWork at office$145k - $160k
...expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection... ...and reports on relevant claims data for larger accounts, spotting trends and comparing client data to...Full timeContract work$250k
...Job Description SummaryThe Managing Director for Employee Benefits leads and manages to ensure client satisfaction and firm profitability as well as being responsible for the planning, organizing, staffing, operational activities of the client experience.PRIMARY RESPONSIBILITIES...Full timeContract work- ...Westcliff University is seeking a detail-oriented School Certifying Official (SCO) to manage VA education benefits across a multi-campus system. The successful candidate will liaise with veteran students, VA, and DOD to ensure adherence to regulations and accurate reporting...
- ...Jonus Group in Irvine, CA is seeking an experienced Employee Benefits Account Manager to oversee large group accounts (200–600 lives, up to 2,000 in some cases). The role emphasizes self-funded or level-funded plans and requires a proven ability to manage complex client...
- ...HUB International in Irvine, CA, is seeking an Account Manager for Employee Benefits to support client programs, manage day-to-day oversight, and collaborate with sales and account teams. You will analyze plans, maintain client relationships, and coordinate open enrollment...
$80k - $100k
...Insurance Relief in Irvine, CA is seeking an Employee Benefits Account Manager to provide exceptional support and manage client accounts in a reputable insurance brokerage. The role offers a competitive annual salary of $80,000 - $100,000, flexible scheduling, and a comprehensive...Flexible hours$25 - $34 per hour
...insurance, reinsurance, payroll, benefits, cybersecurity, mortgage... .... Prioritizing leadership, accountability, and collaboration, we equip... ...seeking a Associate Account Manager to join our growing team in... ...Manager (AAM) supports the Employee Benefits service team by assisting...Immediate startFlexible hours- Liberty Personnel Services, Inc. in Costa Mesa, California is seeking a legal professional with a JD to provide advice on employee benefits and executive compensation. The role includes counseling clients on regulations, collaborating with attorneys, and maintaining communication...
$230k - $268k
...your own.We’re actively seeking a talented AVP - Group Employee Benefits Risk Management to join our Pacific Life Workforce Benefits Division (WBD... ...productUnderstanding of insurer financials, including Statutory and GAAP accounting, as well as how those frameworks are represented in...Full timeRemote workFlexible hours- We’re looking for an Employee Benefit Account Manager at SullivanCurtisMonroe — for someone who take ownership of their role while working closely with Account Executives and Producers to deliver a strong client experience. You’ll manage day-to-day account service, lead...
- Account Manager - Employee Benefits Build relationships. Make an impact. Grow with us. Why You’ll Love It Here Our client is recognized as a Best Places to Work in Insurance (2021-2024) and by the Orange County Business Journal as a Best Place to Work (2023-2024) . Our...Work at office
$36.06 per hour
...rewards self-starters and those who are committed to doing what is best for our customers. Brown & Brown is seeking an Employee Benefits Account Manager to join our growing team in Irvine, CA! The Small Group Account Manager is responsible for managing an assigned book...Hourly pay- Acrisure in Costa Mesa, CA is seeking an Associate Account Manager to join the Employee Benefits service team. The AAM will assist with day-to-day servicing, enrollment support, and administrative tasks, processing service requests accurately, and maintaining compliant...
$100k - $150k
...consulting firms in the US, is adding an Employee Benefits Sales Producer to their team in... ...you will be responsible for building and managing a strong pipeline of prospective clients... ...advisor, you'll partner closely with our Account Management team to ensure a seamless...Work at office$65k
...Employee Benefits Career Track Program This 18-month career development program is designed... ...ll gain hands-on experience supporting account teams, assisting with client needs, and... ...learning how employee benefit programs are managed day-to-day. Along the way, you'll work...Temporary workWork experience placementWork at officeFlexible hours$50k
...strategically positions our employees for longevity and success. At... ...with competitive and flexible benefits options that are rooted in your... ...provided Works with the Account Executive to make sure new client... ...Department Account Management & Service Required Experience...Full timeWork experience placementWork at officeLocal areaFlexible hours$80k - $100k
...SullivanCurtisMonroe is seeking an Account Manager in California. In this role, you will collaborate closely with Account Executives to implement and support client employee benefit strategies. The ideal candidate will have a minimum of 5 years of experience in the insurance...$100k - $110k
...expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection... ...& Health) ~4-6+ years of employee benefits and account management experience, with demonstrated...Full time- ...services. You will engage C-level and HR leaders, develop multi-year strategies, and coordinate with underwriting, analytics and benefits teams to deliver comprehensive solutions. With 5+ years of relevant experience and a bachelor’s degree, you will build relationships...
$160k - $230k
...growth.We are looking for a Public Sector Account Manager for Southern California. In this role... ...experience, and skills.Logitech offers benefits such as Medical Coverage, Dental... ...(k) Plans, Flexible Spending Accounts, Employee Share Purchase Plan (ESPP), Basic and Additional...Full timeLocal areaImmediate startRemote workWork from homeFlexible hours- ...work at scale. From practice management to imaging to revenue cycle... ...enough to work as one, and accountable enough to own big outcomes.... ...industry developments that may benefit their business. Maintain... ...Disability FTO or Vacation Sick Time Employee Well-Being program 11 paid...Temporary workWork at officeFlexible hours
$67.5k - $125.8k
...AmericaJob Type: RegularCategory: Client Management & SalesIndustry: Real EstateSalary: 25000... ...the guidance of the Principal / Director, Employee Health & Benefits Division, this position is responsible for developing new accounts and retention of existing business....Minimum wageWork at officeLocal areaAfternoon shift1 day per week- HUB International in Newport Beach, CA seeks an Account Manager for Employee Benefits to support day‑to‑day program oversight, client advocacy, and systems management. You will collaborate with sales and account teams to ensure excellent service and outcomes for health...
$200k - $270k
In this key role, you will manage and drive direct sales engagements into a set of Named Accounts within your assigned territory. Responsibilities:Primary... ...graduate degree preferredFortinet offers employees a variety of benefits, including medical, dental, vision, life...Contract workWork at officeWorldwideHome office$142.8k - $193.2k
...products and services across the strategic accounts you manage within the Enterprise customer market segment. With AWS, our customers benefit from the fastest pace of innovation, the... ...our nature to learn and be curious. Our employee-led affinity groups foster a culture of...Local areaFlexible hours
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