Account Manager, Employee Benefits

Position Overview

The Employee Benefits Account Manager is responsible for managing and servicing an assigned book of employee benefits clients while supporting the retention and growth of agency relationships. This role works closely with employer groups, insurance carriers, vendors, and internal teammates to provide proactive service, coordinate renewals, review benefit programs, and deliver strategic solutions that align with client objectives.

What You'll Do

• Serve as the primary day-to-day contact for assigned employee benefits clients.
• Build and maintain strong relationships with clients through proactive communication and exceptional service.
• Respond to client inquiries regarding medical, dental, vision, life, disability, voluntary benefits, COBRA, eligibility, and related employee benefit programs.
• Carefully coordinate client service requests with carriers, vendors, and internal team members.
• Maintain complete and accurate client records within agency management systems and carrier platforms.
• Support client onboarding, implementation, and ongoing service needs.
• Manage the annual renewal process for assigned accounts.
• Coordinate renewal timelines and gather necessary underwriting and census information.
• Analyze renewal information and prepare client-ready proposals and comparisons.
• Present renewal options and recommendations to clients.
• Carefully coordinate carrier negotiations and assist in securing competitive benefit solutions.
• Support client retention efforts through proactive service, strategic planning, and relationship management.
• Aid clients with benefit plan design discussions and recommendations.
• Educate clients on market trends, carrier changes, compliance updates, and available benefit solutions.
• Identify opportunities to enhance client benefit programs and overall employee experience.
• Aid in identifying cross-sell opportunities and additional solutions that support client needs.
• Partner with Producers and consultants to support strategic client initiatives.
• Develop and maintain strong working relationships with carrier and vendor partners.
• Coordinate carrier meetings, implementation activities, and service issue resolution.
• Advocate on behalf of clients to ensure timely responses and positive outcomes.
• Maintain carrier performance and service standards.
• Aid clients with benefit-related administrative and enrollment processes.
• Support compliance initiatives related to employee benefits programs.
• Ensure all client files, communications, and documentation are maintained accurately and thoroughly.
• Maintain compliance with agency procedures, carrier requirements, and industry regulations.

Qualifications

• Active California Life & Health Insurance License required.
• Bachelor's degree required.
• Minimum 5 years of Employee Benefits insurance experience.
• Experience managing employer group benefits accounts.
• Strong understanding of medical, dental, vision, life, disability, voluntary benefits, and related employee benefit programs.
• Experience working directly with insurance carriers, vendors, and employer groups.
• Excellent verbal, written, presentation, and interpersonal communication skills.
• Strong customer service and relationship management abilities.
• Strong organizational skills and attention to detail.
• Ability to manage multiple priorities and deadlines in a fast-paced environment.
• Proficiency with Microsoft Office and benefits administration technology platforms.
• Experience with mid-market - large employer groups.
• Experience in preparing renewal analyses and benefit comparisons.
• Knowledge of employee benefits compliance requirements, including ACA, COBRA, ERISA, HSA and Section 125 plans.
• Preferred Qualifications:
• Knowledge of large-market self-funding, level-funding.
• Familiarity with HRIS, benefits administration, and enrollment platforms – EASE and Employee Navigator.
• Familiarity with Zywave / Brokerage Builder, or similar agency management systems.
• Bilingual abilities are a plus.

Why Join Alliance 360 Insurance Solutions?

• Comprehensive Portfolio Of Benefits
• Medical, PPO, HMO & HSA options, Dental, Vision, Life, Disability, Critical Illness Voluntary Benefits, FSA Accounts, and more
• 401(k) with Company Match
• Paid Time Off
• Paid Volunteer – Philanthropic Time Off
• Paid Holidays
• Professional Development and Continuing Education Support
• Licensing Renewal Assistance
• Meaningful Work
• Join an organization with more than 45 years of history and community impact.
• Help employers create benefit programs that support employees and their families.
• Be part of a growing company that values collaboration, service excellence, and giving back.
• Build long-term relationships with clients who value trusted advisors.
• Build a rewarding career with opportunities for growth and advancement.
• Join a culture that places Family & Having Fun within our Core Values.