Join Our Talent Community! - Benefits Account Manager

Liberty Company Insurance Brokers LLC; Phoenix (AZ); Hybrid; USD 60,000 - 90,000; Full time

Job summary

Liberty Company Insurance Brokers LLC in Phoenix is seeking a skilled Account Manager to support the Employee Benefits team and work closely with the Account Executive, clients, carriers and vendors to deliver exceptional service for large group employee benefits programs. The ideal candidate has 2+ years in group benefits brokerage, an active Accident Life & Health license, and solid ERISA knowledge.

This remote-ready role requires travel within Pacific/Mountain time zones and a

Qualifications

• 2+ years of group employee benefits brokerage experience.
• Active Accident Life & Health license required.
• Deep understanding of ERISA and compliance regulations as they pertain to group benefit plans.
• Effective communication and presentation skills, both written and verbal, in-person and virtual.
• Experience with MS Office and data management software; benefits administration software highly desired.
• Ability to travel for client meetings as needed.
• Located in Pacific or Mountain Time Zone.

Responsibilities

• Works closely with the assigned Account Executive to provide service support to assigned clients.
• Cultivate relationships by understanding client needs and addressing concerns.
• Collaborate with the Account Executive and producers to ensure all benefit tasks are completed.
• Stay informed on industry regulations and ERISA compliance requirements.
• Maintain accurate records using internal agency systems.
• Create employee benefit guides and client-facing documents.
• Learn and maintain benefit administration platforms as needed.

Skills

Communication skills

Presentation skills

Attention to detail

Time management

Travel readiness

Education

Accident Life & Health License

Tools

MS Office

Benefits administration software

Job description

Employment Details

Job Location: Remote - MST - Phoenix, AZ 85013

Position Summary

The Account Manager works closely with the Account Executive to ensure the effective delivery of the employee benefits program to large group clients. In this role, you will work closely with clients, carriers, vendors, and the Account Executive to deliver a remarkable client experience that supports their overall business objectives.

Essential Duties and Responsibilities

• Works closely with the assigned Account Executive to provide service support to assigned clients
• Cultivate strong relationships by understanding client needs, anticipating challenges, and proactively addressing concerns
• Collaborate with the Account Executive and producer(s) to ensure all benefit related tasks are completed
• Stay informed on industry regulations and compliance requirements
• Work closely with clients to ensure ERISA compliance responsibilities are met timely and with accuracy
• Facilitate broker compliance tasks while indemnifying company risk
• Investigate and resolve complex benefit related inquiries and concerns, demonstrating a commitment to client satisfaction
• Provide clear and concise communication regarding industry updates, policy changes, benefits education, and other relevant information
• Maintain detailed and accurate records using our internal agency management system, shared file system and other applicable software applications
• Create employee benefit guides, presentations and other key documents that are client and employee facing
• Learn and maintain benefit administration platforms as needed
• Complies with agency management data standards and timing requirements
• Acknowledge and respond to all client requests timely and professionally
• Develop and maintain excellent carrier and vendor relationships
• Performs other tasks on projects as needed/assigned to support the overall development and advancement of the Employee Benefits team

Minimum Qualifications

• 2+ years of group employee benefits brokerage experience
• Active resident Accident Life & Health License required
• Deep understanding of ERISA and other compliance regulations as they pertain to group benefit plans
• Effective communication and presentation skills, both written and verbal, in-person and virtual
• Demonstrates high level of professionalism and business acumen in all written and verbal communications
• Experience with MS Office and data management software; benefits administration software highly desired
• Strong attention to detail, pride of work ownership, ability to work independently and with a team
• Enjoy working in a fast-paced environment leveraging strong planning, organizational and prioritization skills
• Ability to travel for client and prospect meetings as needed
• Located in either Pacific or Mountain Time Zone

Equal Employment Opportunity

Qualified applications with arrest or conviction records WILL be considered for employment. For positions in our organization that require a state insurance license to perform the duties described herein, applicants must meet the state licensing requirements as required by the applicable DOI, must not have been disqualified or barred from licensure, and must not have been prohibited from conducting the business of insurance under Title 18 U.S. Code, §§1033 and 1034 to qualify for that role.