Employee Benefits Associate Account Manager - Hybrid (Irvine, CA)
Core
Supports Senior Benefits Consultant and Account Manager with day-to-day management of assigned book of business, serving as a secondary point of contact for clients on benefit-related service needs and compliance requirements.
Role type
Associate Account Manager (Benefits)
Builds
Client service deliverables including renewal processes, compliance filings (5500, SBC, SPD), and accurate benefit contracts.
Domain
Insurance / Employee Benefits
Deliverable
client delivery
Required skills
Life and Health insurance licensing, broker agency or benefit administration experience, knowledge of health and ancillary products, contract review, compliance checklist completion, Microsoft Office proficiency.
Preferred skills
Quoting process and tools knowledge, benefit administration systems experience, Bachelor's Degree.
Responsibilities
Support management of assigned book of business, serve as advisory capacity for clients on day-to-day issues, review accuracy of client work assignments and insurance contracts, support renewal process, complete client compliance checklists and required filings.
Seniority
Mid-level, hands-on IC
