Account Manager, Employee Benefits

. Develop client relationships with HR Managers/Directors and C-Suite stakeholders .

Posted 10/24/2026full-timeDiamond Bar • California • United StatesMid-LevelSenior💰 $33 - $36 per hourWebsite

Key responsibilities & impact

Develop client relationships with HR Managers/Directors and C-Suite stakeholders
Develop plans to meet clients’ short- and long-term needs throughout the year
Manage the RFP and marketing process
Collaborate with the Producer in renewal planning
Advise and guide clients on compliance matters
Manage and facilitate preparation of open enrollment packets, including SBCs and disclosure notices
Explain all aspects of carrier renewals for assigned clients
Maintain client relationships and support client retention
Maintain strong carrier relationships and understand client needs
Manage claims and coverage issue resolution for clients’ employees when elevated from HR
Develop open enrollment presentations in Microsoft PowerPoint for employees and HR Managers as needed
Provide day-to-day account management and resolve client questions and issues

What you’ll need

High school diploma/GED required (college degree strongly preferred)
At least 3+ years of related employee benefits, account-service experience within a brokerage environment
Knowledge of employee benefits and related legislation such as ACA, COBRA and HIPAA
Currently licensed in good standing
Confidence and demeanor to effectively interact with all levels within the organization
Strong organizational and communication skills
Keen attention to detail
Computer literacy, including Microsoft Office Suite and Outlook