Large Group Employee Benefits Account Manager

Welcome to The Liberty Company—a forward-thinking, rapidly growing insurance brokerage built on a foundation of culture and collaboration. Recognized for our award-winning workplace, we believe in creating opportunities for every employee to discover their Joy of Being (JOB).

Our entrepreneurial, wellness-focused environment is paired with competitive compensation, a generous benefits package, paid time off, and unique programs to support your professional and personal growth.

We’re seeking a dynamic Employee Benefits Account Manager for our Large Group clients to join our vibrant team at the Inland Empire office. If our values resonate with you, and you’re looking for a workplace where culture comes first, we can’t wait to get to know you!

Position Summary:
The Account Manager works closely with the Account Executive and Producer to ensure the effective delivery of the employee benefits program to large group clients. In this role, you will work closely with clients, carriers, vendors, and the Account Executive to deliver a remarkable client experience that supports their overall business objectives.

Essential Duties and Responsibilities:

• Works closely with the assigned Account Executive to provide service support to assigned clients
• Cultivate strong relationships by understanding client needs, anticipating challenges, and proactively addressing concerns
• Collaborate with the Account Executive and Producer(s) to ensure all benefit related tasks are completed
• Stay informed on industry regulations and compliance requirements
• Work closely with clients to ensure ERISA compliance responsibilities are met timely and with accuracy
• Facilitate broker compliance tasks while indemnifying company risk
• Investigate and resolve complex benefit related inquiries and concerns, demonstrating a commitment to client satisfaction
• Provide clear and concise communication regarding industry updates, policy changes, benefits education, and other relevant information
• Maintain detailed and accurate records using our internal agency management system, shared file system and other applicable software applications
• Create employee benefit guides, presentations and other key documents that are client and employee facing
• Learn and maintain benefit administration platforms as needed
• Complies with agency management data standards and timing requirements
• Acknowledge and respond to all client requests timely and professionally
• Develop and maintain excellent carrier and vendor relationships
• Performs other tasks on projects as needed/assigned to support the overall development and advancement of the Employee Benefits team

Minimum Qualifications (Education, Experience, Skills):

• 2+ plus years of group employee benefits brokerage experience supporting clients with 100-1,000 employees required
• Active resident Accident Life & Health License required
• Deep understanding of ERISA and other compliance regulations as they pertain to group benefit plans
• Effective communication and presentation skills, both written and verbal, in-person and virtual
• Demonstrates high level of professionalism and business acumen in all written and verbal communications
• Experience with MS Office and data management software; benefits administration software highly desired
• Strong attention to detail, pride of work ownership, ability to work independently and with a team
• Enjoy working in a fast-paced environment leveraging strong planning, organizational and prioritization skills
• This is a remote position that requires a reliable internet connection and a distraction free working environment
• Ability to travel for client and prospect meetings as needed

Promoting Peace of Mind for All

At Liberty, we take great care to promote peace of mind for all. We create a safe space to find your Joy of Being as your most authentic self. Being uniquely YOU, with your unique experiences and ideas, we will continue to strengthen our company as we grow together.

HABU has nothing to do with age, gender identity, race, sexual orientation, physical or mental ability, or ethnicity. We pursue people who value: Integrity, excellence, caring, kindness, fairness, teamwork, good feelings, and fun! Liberty empowers our team with tools and knowledge to support the purposeful spread of positive energy, kindness, and good feelings with others.

We recognize that our industry has more work to do in advancing diversity and inclusion. Our dream is to become the north star others can look to for direction as we advance together.

*Qualified applications with arrest or conviction records WILL be considered for employment. For positions in our organization that require a state insurance license to perform the duties described herein, applicants must meet the state licensing requirements as required by the applicable DOI, must not have been disqualified or barred from licensure, and must not have been prohibited from conducting the business of insurance under Title 18 U.S. Code, §§1033 and 1034 to qualify for that role