Employee Benefits Account Manager - Small Groups- Irvine, CA

Employee Benefits Account Manager - Small Group - Irvine, CA

A prominent insurance brokerage in Orange County is seeking an Employee Benefits Account Manager for its Select Business Unit. The agency, with over 90 years of industry presence, is recognized for its exceptional client service and a highly supportive work environment that prioritizes and rewards employee contributions.

Competitive salary $70,000 - $75,000+, depending on experience

Hybrid schedule (2-3 days in the office)

Full suite of benefits : health, dental, vision, 401(k)

Paid time off and paid holidays

Health and wellness program

3+ years of Account Management experience servicing small groups

Active California Life and Health License

Ease, Employee Navigator, BenefitPoint, MS Office Suite

Understanding of insurance markets, products, rating systems, and underwriting processes

Occasional travel required

Cultivate strong relationships and deliver an exceptional client experience

Manage client accounts, ensuring the accurate and timely processing and documentation of policies

Communicate with marketing representatives to market and service clients

Request policy changes to the insurance company

Create and market Request for Proposals

Compile and present insurance plan summaries for clients

Collaborate with Account Executives to execute wellness programs and ensure compliance with regulatory requirements, including ACA, ERISA, FMLA, and the MHPAEA