Employee Benefits Account Manager

Are you a problem-solving pro with a passion for helping companies build amazing employee benefits programs? Do you love strategizing, collaborating, and making complex benefits feel simple? If so, we want YOU on our team!

As an Employee Benefits Account Manager, you’ll be the trusted expert helping clients navigate the world of employee benefits. From medical and dental to life insurance and FSAs, you’ll craft strategies that keep businesses competitive and employees happy. You’ll work closely with brokers, vendors, and HR teams to design, price, and implement top-notch benefit plans.

What You’ll Be Doing

• Trusted Advisor – Build strong, long-term relationships with clients through clear communication and smart strategies.

• Problem-Solver Extraordinaire – Tackle challenges head-on, offering creative, effective solutions before they become problems.

• Client Advocate – Work with carriers, TPAs, and vendors to ensure clients get the best possible service.

• Strategic Planner – Help clients define and achieve their long-term benefits goals while staying compliant.

• Presentation Pro – Lead client meetings, conduct open enrollment webinars, and make benefits easy to understand.

• Renewal Guru – Manage the renewal process, anticipate concerns, and keep everything running smoothly.

• Team Player – Collaborate with Benefit Advocates, HR teams, and brokers to deliver outstanding service.

• Educator & Trainer – Provide training to HR personnel and help employees understand their benefits options.

• Cross-Selling Expert – Identify opportunities to enhance client benefits packages with additional options.

What You Bring to the Table

• 5+ years of experience with a consulting/brokerage firm.

• Deep knowledge of benefits for groups with 25+ employees and current industry regulations.

• Strong understanding of Ease and Employee Navigator, including building of portals, processing changes and more.

Ability to break down medical, Rx, and ancillary products into actionable insights.

• Bachelor’s degree and a California Life & Health license

• Proficiency in Microsoft Outlook, Word, Excel, and PowerPoint (because benefits presentations should be smooth and engaging!)

Skills That Make You Shine

• Exceptional communication & presentation skills—whether it’s an in-person meeting or a webinar.

• Confidence in your opinions & ideas while staying collaborative and open-minded.

• Strong relationship-building skills—clients trust you, and teammates love working with you.

• Master multitasker who thrives in fast-paced environments with competing priorities.

• A natural problem-solver who anticipates issues before they arise.

• Organized, detail-oriented, and proactive—because benefits are too important for last-minute scrambling!

Why You’ll Love It Here

• Growth & Development – We invest in our people and want to see you thrive.

• Amazing Team – Work with a supportive, collaborative group of experts.

• Fun & Engaging Culture – We take our work seriously but love to have fun along the way!

• Competitive Pay & Benefits – Because taking care of YOU is just as important.