Senior Benefits Account Manager — Flexible Hours & Growth

Morris & Garritano; Irvine (CA); On-site; USD 50,000 - 69,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Employee Assistance Program

Paid Time Off

Holidays and Sick Time

Disability and Life Insurance

401(k) with match

Flexible Spending Plan

Flexible Working Hours

Job summary

Morris & Garritano is seeking an Account Manager II to independently manage a portfolio of Employee Benefit clients. You will act as a trusted partner to clients and Advisors, applying deep knowledge of plans, funding, and carrier rules to deliver outstanding service.

You will mentor teammates, participate in renewals and Open Enrollment, and coordinate deliverables across internal teams to ensure clear communications and compliant outcomes.

Qualifications

• High school diploma required.
• Current CA Life & Health Insurance license.
• 5+ years of experience in employee benefits account management or related field.
• Strong knowledge of ACA, HIPAA, COBRA, and ERISA.
• Proficiency with Microsoft Office; familiarity with Employee Navigator a plus.

Responsibilities

• Own and manage day-to-day service for a portfolio of Employee Benefit client accounts.
• Build strong client relationships by anticipating needs and communicating updates.
• Collaborate with Benefits Advisors during renewals, Open Enrollment, onboarding, and ongoing service.
• Apply plan design and funding knowledge to guide client work and identify risks.
• Coordinate accurate client deliverables, communications, and system updates.
• Lead or participate in client meetings and presentations, including implementation and Open Enrollment.
• Maintain accurate client files and protect confidential information per HIPAA and agency policy.
• Support benefits technology implementations and ensure a positive client experience.

Skills

Communication skills

Problem-solving

Analytical thinking

Education

High school diploma

Tools

Microsoft Office

Employee Navigator

Job description

Morris & Garritano is seeking an Account Manager II to independently manage a portfolio of Employee Benefit clients. You will act as a trusted partner to clients and Advisors, applying deep knowledge of plans, funding, and carrier rules to deliver outstanding service.

You will mentor teammates, participate in renewals and Open Enrollment, and coordinate deliverables across internal teams to ensure clear communications and compliant outcomes.