Employee Benefits Manager

CivicMinds, Inc; San Diego (CA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health insurance

401(k) with company matching

Profit-sharing opportunities

Individual and company-wide bonuses

Generous paid time off

Team events

Job summary

CivicMinds, Inc seeks an Employee Benefits Client Manager to oversee a portfolio of employer benefit programs in a fast-paced advisory team. You will manage renewals, implement new business, and provide ongoing consultative support to employers while partnering with Risk Advisors for strategic opportunities.

The role emphasizes relationship-building, exceptional service, and organizational excellence in a collaborative environment across San Diego, Orange County, and Los Angeles markets.

Qualifications

• 5+ years of Employee Benefits experience in an insurance brokerage, consulting firm, or related environment.
• Experience managing renewals, carrier negotiations, and ongoing client servicing independently.
• Advanced proficiency in Microsoft Office Suite (Excel, PowerPoint, Word, Outlook).
• Experience working with EPIC or similar agency management systems.

Responsibilities

• Serve as the primary day-to-day contact for a dedicated book of employee benefits clients.
• Partner with Risk Advisors to develop and execute strategic marketing plans for new and renewal opportunities.
• Manage the end-to-end renewal and new business lifecycle, including term negotiations and option evaluations.
• Deliver polished client proposals and presentations; coordinate onboarding and ongoing account servicing.
• Maintain accurate policy and client data within EPIC and related systems; manage enrollments and COBRA coordination.

Skills

Employee Benefits

Renewals management

Carrier negotiations

EPIC familiarity

Microsoft Office

Client relationship management

Organization & PM

Communication skills

Problem solving

Tools

EPIC

Microsoft Office

Job description

We are seeking a highly organized, relationship-driven, and service-oriented Employee Benefits Client Manager to join a growing and collaborative insurance advisory team. This opportunity is ideal for an experienced employee benefits professional who thrives in a fast-paced environment, enjoys managing client relationships independently and takes pride in delivering exceptional service and strategic support. In this role, you will partner closely with Risk Advisors to manage a dedicated portfolio of employee benefits clients, oversee renewals and new business implementations, and provide ongoing consultative support to employers. You will play a critical role in ensuring a seamless client experience while contributing to the long-term success and retention of the firm’s employee benefits practice.

Key Responsibilities

• Serve as the primary day-to-day contact for a dedicated book of employee benefits clients
• Partner with Risk Advisors to develop and execute strategic marketing plans for both new and renewal business opportunities
• Manage the complete renewal and new business lifecycle, including:
• Negotiating coverage terms and pricing
• Evaluating benefit options
• Delivering polished client proposals and presentations
• Coordinate all aspects of client onboarding, implementation, and ongoing account servicing
• Maintain accurate policy and client data within EPIC and related systems
• Administer employee benefits processes including enrollments, terminations, COBRA coordination, and BOR documentation
• Lead and support open enrollment meetings to ensure successful plan implementation and employee engagement
• Provide proactive account management through regular client touchpoints and responsive service
• Resolve claims issues, billing discrepancies, eligibility concerns, and day-to-day service requests efficiently and professionally
• Escalate complex client matters appropriately while maintaining ownership of the overall client experience
• Build long-term trusted relationships by delivering strategic guidance and exceptional client support

Ideal Candidate Profile

• 5+ years of Employee Benefits experience within an insurance brokerage, consulting firm, or related environment
• Strong knowledge of group health, dental, vision, life, disability, and ancillary employee benefits products
• Experience managing renewals, carrier negotiations, implementations, and ongoing client servicing independently
• Advanced proficiency in Microsoft Office Suite, including Excel, PowerPoint, Word, and Outlook
• Experience working within EPIC or similar agency management systems preferred
• Exceptional communication and relationship management skills
• Highly organized with strong attention to detail and project management abilities
• Ability to manage multiple priorities and deadlines in a fast-paced environment
• Strong problem-solving mindset with a proactive and client-focused approach
• Demonstrates professionalism, accountability, confidentiality, and integrity in all interactions

What Makes You Successful in This Role

The ideal professional for this position is someone who:

• Takes ownership and leads with accountability
• Thrives in a collaborative, team-first culture
• Delivers white-glove client service with urgency and professionalism
• Communicates confidently and effectively with clients, carriers, and internal teams
• Maintains composure and accuracy under pressure
• Continuously seeks opportunities to improve processes and enhance the client experience
• Brings a positive attitude, strong work ethic, and commitment to excellence every day

The organization offers a highly competitive and comprehensive rewards package designed to support both personal and professional well-being, including:

• Competitive health insurance coverage
• 401(k) with company matching
• Profit-sharing opportunities
• Individual and company-wide performance bonuses
• Generous paid time off
• Team events and employee appreciation programs
• Supportive and growth-oriented workplace culture

Why This Opportunity Stands Out

This is an exceptional opportunity to join a respected and client-focused organization where your expertise, initiative, and relationship-building skills will have a direct impact. You will work alongside experienced advisors in a collaborative environment that encourages professional growth, recognizes performance, and values long-term client partnerships.

We are specifically seeking candidates based in San Diego, Orange County, and Los Angeles.