Account Manager, Employee Benefits

Ori-gen; Cypress (CA); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

401(k) with Company Match

Paid Time Off

Professional Development Support

Job summary

Ori-gen is looking for an experienced Account Manager for Employee Benefits to manage and service client accounts effectively. This role will involve working closely with clients to support their employee benefits needs while ensuring exceptional service and relationship management.

Qualifications include a Bachelor's degree and active California Life & Health Insurance License, along with a minimum of 5 years of related experience. The position offers a variety of benefits including a 401(k) match and paid time off.

Qualifications

• Active California Life & Health Insurance License required.
• Bachelor's degree required.
• Minimum 5 years of Employee Benefits insurance experience.

Responsibilities

• Manage and service assigned book of employee benefits clients.
• Coordinate renewals and provide strategic solutions.
• Build and maintain strong relationships with clients.

Skills

Client relationship management

Employee benefits knowledge

Organizational skills

Communication skills

Education

Bachelor's degree

California Life & Health Insurance License

Tools

Microsoft Office

Benefits administration technology platforms

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.

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.

What You'll Do

• 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

• 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 to 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?

We offer a Comprehensive Portfolio of Benefits including Medical, PPO, HMO & HSA options, Dental, Vision, Life, Disability, Critical Illness; Voluntary Benefits, FSA Accounts, and more.

Additional benefits: 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.

Apply Today

If you're looking for an opportunity where your expertise is valued, your client relationships matter, and your work helps employers and employees thrive while contributing to our Ori‑gen legacy, we'd love to hear from you.

To apply or learn more, please contact:

Terri Seki
Chief People Officer
[e-mail]