CareerPlan

Account Manager, Employee Benefits

Diamond Bar, CA, USFull-time$69k–$75k2026-10-23 → 2026-11-11
Based in United States

Core

Account Manager supporting employee benefits clients with day-to-day account management, claims management, and underwriting services.

Role type

Account Manager, Employee Benefits

Builds

Innovative insurance solutions and service for employee benefits clients

Domain

Insurance / Employee Benefits

Deliverable

client delivery

Required skills

Client relationship management, RFP and marketing process management, compliance advisory, open enrollment management, claims and coverage issue resolution, carrier relationship management

Preferred skills

Experience with HR Manager/Director and C-Suite interaction, Microsoft PowerPoint

Technologies

Microsoft Office Suite, Outlook

Responsibilities

Develop client relationships with HR Managers/Directors and C-Suite; Develop plans to meet client short and long-term needs; Manage RFP and marketing process; Collaborate with Producer in renewal planning; Advise and guide clients in compliance matters; Manage and facilitate preparation of open enrollment packets; Understand and explain carrier renewals; Manage claims and coverage issue resolution; Develop open enrollment presentations.

Seniority

Mid-level, experienced IC