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Employee Benefits Account Manager
Newport Beach, CA

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Direct Hire

$90,000 - $105,000 / yr

My client thrives on creating employee benefits solutions built on the idea that health makes growth possible. As top tier professionals dedicated to solving their clients’ health and welfare insurance challenges, my clients team members deliver an unrivaled depth of service, and their unique approach enables them to help clients stay resilient and turn change into opportunity. This position is a chance to join a dynamic, expanding company with prospects for individual and career growth.

As one of the 10 largest insurance brokerage firms in the U.S., my client provides property and casualty, workers’ compensation, employee benefits, surety, and financial products and services to clients nationwide. 


Responsible for collaborating with Account Executives on the development and execution of client centered strategies. Collaborates on a book of business and contributes to the work of a multi-disciplined service team.


  • Exhibits proven competence in all Account Associate III duties and knowledge requirements;
  • Collaborates with Account Executives to service book-of-business;
  • Assists in team mentorship program;
  • Participates in team selling process including finalist interviews and RFP responses;
  • Exhibits competency with the Affordable Care Act (ACA);
  • Receives and responds to client inquiries including benefit and claim questions and issues;
  • Reviews client coverage contracts and amendments for accuracy;
  • Promotes professional image of the company (both internal and external); 
  • Acts as liaison between client and carrier;
  • Manages and negotiates third party vendor relationships and contracts on behalf of the client;
  • Collection of fees, reconciliation and resolution of any outstanding balances within 60 days of invoicing date;
  • Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information);
  • Other duties as assigned.



Bachelor’s degree or equivalent combination of education and experience 

6+ years related work experience

Valid insurance license

Must continue to meet Continuing Education requirements for license renewal

Baseline understanding of self-insurance and alternative funding arrangements

High level of Employee Benefits product and benefit administration knowledge


Excellent verbal and written communication skills

Excellent customer service skills, including telephone and listening skills

Great leadership, problem solving and time management skills

Good presentation skills and ability to conduct open enrollment meetings

High attention to detail

Ability to prioritize work for multiple projects and deadlines

Ability to work within a team and to foster teamwork

Proficient in Microsoft Office Suite

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