Employee Benefit Account Manager

gpac; Carlsbad (CA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Flexible work environment

Competitive compensation

Benefits package

Job summary

gpac Insurance Agency is seeking an experienced Employee Benefits Account Manager to service employer clients with fully insured and level-funded plans, support producers with renewals, and deliver proactive, high-quality service. The role requires managing a portfolio, preparing renewal materials, negotiating with carriers, and coordinating benefits technology and enrollment.

A licensed Life and Health producer with 5+ years in group benefits is preferred; travel to client offices may be

Qualifications

• Minimum of 5+ years of experience in group health insurance or employee benefits brokerage/consulting
• Active Life and Health insurance license required
• Knowledge of ERISA, COBRA, HIPAA and applicable state and federal regulations
• Familiarity with online enrollment platforms
• Proficiency in Microsoft Excel, Word, and PowerPoint
• Willingness to travel to client offices for open enrollment meetings as needed

Responsibilities

• Manage an assigned portfolio of employee benefits accounts
• Prepare pre-renewal, renewal, and marketing reports
• Compare plan designs, benefits, and pricing across multiple carriers
• Calculate employee contribution strategies aligned with client budget goals
• Develop and maintain annual client service plans
• Conduct open enrollment meetings, health fairs, and virtual presentations
• Collect and coordinate client data for benefits technology and enrollment platforms
• Draft client communications, compliance notices, and correspondence
• Negotiate rates and plan terms with insurance carriers
• Support producers by organizing materials and meeting deadlines
• Perform additional duties as needed

Skills

Account management

Client communication

Benefits administration

Education

High school diploma

Bachelor's degree preferred

Tools

Epic

Excel

Word

PowerPoint

Job description

Insurance Agency

Employee Benefits Account Manager

We are looking for an experienced and service-oriented Employee Benefits Account Manager to join our growing team. This role manages an assigned book of employee benefits clients while supporting producers with new business, renewals, and ongoing service. Our agency offers a fun, collaborative work environment, flexible scheduling, and a highly competitive compensation and benefits package.

Role Overview

The Employee Benefits Account Manager is responsible for servicing employer clients with fully insured and level-funded benefit plans, ensuring smooth renewals, accurate plan administration, and proactive client support throughout the year.

Key Responsibilities

• Manage an assigned portfolio of employee benefits accounts
• Prepare pre-renewal, renewal, and marketing reports
• Compare plan designs, benefits, and pricing across multiple carriers
• Calculate employee contribution strategies aligned with client budget goals
• Develop and maintain annual client service plans
• Conduct open enrollment meetings, health fairs, and virtual presentations
• Collect and coordinate client data for benefits technology and enrollment platforms
• Draft client communications, compliance notices, and correspondence
• Negotiate rates and plan terms with insurance carriers
• Support producers by organizing materials and meeting deadlines
• Perform additional duties as needed

Qualifications & Experience

• Minimum of 5+ years of experience in group health insurance or employee benefits brokerage/consulting
• Active Life and Health insurance license required
• Strong knowledge of employee benefits implementation and administration
• Working knowledge of ERISA, COBRA, HIPAA, and applicable state and federal regulations
• Familiarity with online enrollment and benefits administration platforms
• Ability to negotiate rates and benefits with carriers
• Experience with EPIC agency management system preferred
• Proficiency in Microsoft Excel, Word, and PowerPoint
• Excellent verbal and written communication skills
• High school diploma required; college degree preferred
• Willingness to travel to client offices for open enrollment meetings as needed

Why Join Our Team

• Fun, collaborative company culture
• Flexible work environment
• Competitive compensation and comprehensive benefits package
• Opportunity for professional growth within a growing agency

All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations.