origen
Account Manager, Employee Benefits
Cypress, California
Sponsorship not specifiedDetected 20 days ago
Account ManagementVendor ManagementHRISCustomer SupportAccount RetentionCommunicationCollaborationOrganizational SkillsMicrosoft OfficeUnderwriting
About the role
- Additional bonuses eligible per client retention.
- Coordinate client service requests with carriers, vendors, and internal team members.
- Coordinate renewal timelines and gather necessary underwriting and census information.
Responsibilities
- Build and maintain strong relationships with clients through proactive communication and exceptional service.
- Maintain complete and accurate client records within agency management systems and carrier platforms.
- Support client onboarding, implementation, and ongoing service needs.
- Support client retention efforts through proactive service, strategic planning, and relationship management
- Assist in identifying cross-sell opportunities and additional solutions that support client needs.
- Partner with Producers and consultants to support strategic client initiatives.
- Develop and maintain strong working relationships with carrier and vendor partners.
- Compliance & Administrative Support
- Maintain compliance with agency procedures, carrier requirements, and industry regulations.
Requirements
- Bachelor's degree required.
- Experience working directly with insurance carriers, vendors, and employer groups.
- Experience with mid-market - large employer groups.
Nice to have
- Knowledge of large-market self-funding, level-funding
- Familiarity with Zywave / Brokerage Builder, or similar agency management systems.
- Bilingual abilities are a plus.
- Why Join Alliance 360 Insurance Solutions?
- 401(k) with Company Match
- Licensing Renewal Assistance
- Join an organization with more than 45 years of history and community impact.
- Join a culture that places Family & Having Fun within our Core Values.
Compensation
- Manage the annual renewal process for assigned accounts.
Benefits
- Serve as the primary day-to-day contact for assigned employee benefits clients.
- Respond to client inquiries regarding medical, dental, vision, life, disability, voluntary benefits, COBRA, eligibility, and related employee benefit programs.
- Coordinate carrier negotiations and assist in securing competitive benefit solutions.
- 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 clients with benefit-related administrative and enrollment processes.
- Support compliance initiatives related to employee benefits programs.
Company info
- Remember where you came from...and create a new future for the generations that follow.
- We are looking for professionals who take pride in delivering exceptional service, building meaningful relationships, and helping employers create benefit programs that support their employees and business goals.
- If you're looking to grow your career with an organization that values integrity, collaboration, innovation, and community involvement, we'd love to hear from you.
- Position Overview The Employee Benefits Account Manager is responsible for managing and servicing an assigned book of employee benefits clients w hile supporting the retention and growth of agency relationships.
- Most importantly, you enjoy building trusted relationships and helping organizations provide meaningful benefits to their employees.
- Client Service & Account Management
- 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 The ideal candidate is detail-oriented, consultative, responsive, and committed to delivering exceptional client experience.
- Renewals & Account Retention
- Manage the annual renewal process for assigned accounts.
- Analyze renewal information and prepare client-ready proposals and comparisons.
- Present renewal options and recommendations to clients.
- Carrier & Vendor Management
- Coordinate carrier meetings, implementation activities, and service issue resolution.
- Advocate on behalf of clients to ensure timely responses and positive outcomes.
This listing is sourced directly from origen's careers page and normalized into a canonical job model.