Account Manager, Employee Benefits

Alliance 360° Insurance Solutions; Cypress (CA); On-site; USD 75,000 - 110,000; Full time

Job summary

Alliance 360 Insurance Solutions is seeking an Account Manager, Employee Benefits to support assigned employer groups with proactive service, renewals, and benefit program optimization. This role reports to the Manager of Client Services and sits in our Cypress, CA office.

The ideal candidate will have a California Life & Health license, a bachelor’s degree, 5+ years in employee benefits, and a proven ability to build trusted relationships with clients, carriers, and vendors while guiding

Qualifications

• Active California Life & Health Insurance License required.
• Bachelor's degree required.
• Minimum 5 years of Employee Benefits insurance experience.
• Experience managing employer group benefits accounts.
• Strong organizational and communication skills.

Responsibilities

• Serve as the primary day-to-day contact for assigned employee benefits clients.
• Renewals: manage annual renewal process and prepare client-ready proposals.
• Coordinate with carriers, vendors, and internal teams for service delivery.
• Educate clients on market trends, compliance updates, and benefit options.
• Support client onboarding, implementation, and ongoing service needs.

Skills

Client relationship management

Employee benefits knowledge

Communication

Project coordination

Education

Bachelor's degree

California Life & Health Insurance License

Tools

MS Office

Job description

Account Manager, Employee Benefits

Alliance 360 Insurance Solutions - an Ori-gen Family Company

Salary: Final compensation will be determined based on experience, licensing, technical expertise, book complexity, and overall qualifications. Additional bonuses eligible per client retention.

Reports To: Manager of Client Services

Build a Career with Purpose

At Alliance 360 Insurance Solutions, we believe employee benefits are about more than plans and premiums- they're about helping employers attract and retain talent, supporting employee well being, and strengthening the communities we serve.

As Part Of The Ori-gen Family Of Companies, We Are Proud To Carry Forward a Legacy Built Over 45 Years Of Trusted Relationships, Service, And Community Impact. Our Mission Is Simple

Remember where you came from...and create a new future for the generations that follow.

We are looking for professionals who take pride in delivering exceptional service, building meaningful relationships, and helping employers create benefit programs that support their employees and business goals. If you're looking to grow your career with an organization that values integrity, collaboration, innovation, and community involvement, we'd love to hear from you.

Position Overview

The Employee Benefits Account Manager is responsible for managing and servicing an assigned book of employee benefits clients while supporting the retention and growth of agency relationships. This role works closely with employer groups, insurance carriers, vendors, and internal teammates to provide proactive service, coordinate renewals, review benefit programs, and deliver strategic solutions that align with client objectives

The ideal candidate is detail-oriented, consultative, responsive, and committed to delivering exceptional client experience. Most importantly, you enjoy building trusted relationships and helping organizations provide meaningful benefits to their employees.

What You\'ll Do

Client Service & Account Management

• Serve as the primary day-to-day contact for assigned employee benefits clients.
• Build and maintain strong relationships with clients through proactive communication and exceptional service.
• Respond to client inquiries regarding medical, dental, vision, life, disability, voluntary benefits, COBRA, eligibility, and related employee benefit programs.
• Coordinate client service requests with carriers, vendors, and internal team members.
• Maintain complete and accurate client records within agency management systems and carrier platforms.
• Support client onboarding, implementation, and ongoing service needs.

Renewals & Account Retention

• Manage the annual renewal process for assigned accounts.
• Coordinate renewal timelines and gather necessary underwriting and census information.
• Analyze renewal information and prepare client-ready proposals and comparisons.
• Present renewal options and recommendations to clients.
• Coordinate carrier negotiations and assist in securing competitive benefit solutions.
• Support client retention efforts through proactive service, strategic planning, and relationship management

Benefits Strategy & Consulting

• Assist clients with benefit plan design discussions and recommendations.
• Educate clients on market trends, carrier changes, compliance updates, and available benefit solutions.
• Identify opportunities to enhance client benefit programs and overall employee experience.
• Assist in identifying cross-sell opportunities and additional solutions that support client needs.
• Partner with Producers and consultants to support strategic client initiatives.

Carrier & Vendor Management

• Develop and maintain strong working relationships with carrier and vendor partners.
• Coordinate carrier meetings, implementation activities, and service issue resolution.
• Advocate on behalf of clients to ensure timely responses and positive outcomes.
• Monitor carrier performance and service standards.

Compliance & Administrative Support

• Assist clients with benefit-related administrative and enrollment processes.
• Support compliance initiatives related to employee benefits programs.
• Ensure all client files, communications, and documentation are maintained accurately and thoroughly.
• Maintain compliance with agency procedures, carrier requirements, and industry regulations.

Qualifications

What We\'re Looking For

• Active California Life & Health Insurance License required.
• Bachelor's degree required.
• Minimum 5 years of Employee Benefits insurance experience.
• Experience managing employer group benefits accounts.
• Strong understanding of medical, dental, vision, life, disability, voluntary benefits, and related employee benefit programs.
• Experience working directly with insurance carriers, vendors, and employer groups.
• Excellent verbal, written, presentation, and interpersonal communication skills.
• Strong customer service and relationship management abilities.
• Strong organizational skills and attention to detail.
• Ability to manage multiple priorities and deadlines in a fast-paced environment.
• Proficiency with Microsoft Office and benefits administration technology platforms.
• Experience with mid-market - large employer groups.
• Experience in preparing renewal analyses and benefit comparisons.
• Knowledge of employee benefits compliance requirements, including ACA, COBRA, ERISA, HSA and Section 125 plans.

Preferred Qualifications

• Knowledge of large-market self-funding, level-funding
• Experience with HRIS, benefits administration, and enrollment platforms – EASE and Employee Navigator
• Familiarity with Zywave / Brokerage Builder, or similar agency management systems.
• Bilingual abilities are a plus.

Why Join Alliance 360 Insurance Solutions?

Comprehensive Portfolio Of Benefits

• Medical, PPO, HMO & HSA options, Dental, Vision, Life, Disability, Critical Illness
• Voluntary Benefits, FSA Accounts, and more
• 401(k) with Company Match
• Paid Time Off
• Paid Volunteer – Philanthropic Time Off
• Paid Holidays
• Professional Development and Continuing Education Support
• Licensing Renewal Assistance

Meaningful Work

• Join an organization with more than 45 years of history and community impact.
• Help employers create benefit programs that support employees and their families.
• Be part of a growing company that values collaboration, service excellence, and giving back.
• Build long-term relationships with clients who value trusted advisors.
• Build a rewarding career with opportunities for growth and advancement.
• Join a culture that places Family & Having Fun within our Core Values.