Description

The Liberty Company is one of the fastest growing independent insurance brokers in the nation and we are seeking a talented Benefits Account Manager for small group to support our growing team in California! I would love to hear from you! Ideally, we would like this person to live in the Orange County area or be willing to commute to the area.

Position Summary

Employee uses his/her qualifications, experience, expertise, judgment, and discretion to obtain, maintain, service, market and grow the insurance business of The Liberty Company (“Company”). Assists Company clients with obtaining/renewing insurance coverage for Company clients on terms and at prices that are competitive and appropriate. Assists Company in managing all aspects of Company’s relationship with Company’s clients, including administration, marketing, customer service, and receivables.

Essential Duties and Responsibilities

• Attends client meetings and acts as the primary contact on all group accounts as assigned by Account Executive and/or Producer.

• Oversees the servicing of a designated book of business as relating to marketing, claims, and administration

• Uses discretion and independent judgment when analyzing industry trends and providing related Client guidance.

• Responsible for acting as the primary contact between clients and insurance carriers

• Responsible for retaining clients through excellent customer service.

• Identifies gaps in coverage or cross-sell opportunities and provides related recommendations to supervisor/Producer

• Supports new client implementations and annual renewals

• Responsible for handling all Account Executive activities with very little support from Producer.

• Acknowledges and responds to any client requests in a timely and prompt manner. Sets timeline expectations with clients if an issue is going to take time to get resolved.

• Educate, advise and be a technical expert for clients on all Compliance topics including, but not limited to, ERISA, COBRA, FMLA, 5500s and Health Care Reform.

• Develop and maintain excellent carrier relationships

• Performs other tasks on projects as needed/assigned to support the overall development and advancement of the Employee Benefits team.

• Updates renewal checklist.

Qualifications

Minimum Qualifications (Education, Experience, Skills)

• Education requirement: High school diploma or equivalent is required.

• Five plus years of Benefits experience.

• DOI Health License required.

• Previous Human Resources experience preferable.

• Ability to travel as required to satisfy client management responsibilities

• Proficient in MS Office, specifically Excel, Word and PowerPoint.

• Broad knowledge of Health and Welfare compliance and regulations, HIPAA, and pending ACA legislation

• Ability to work independently with little supervision.

• Ability to organize and prioritize effectively.

• Attention to detail with exceptional level of accuracy.

• Ability to interpret data and make cost effective decisions.

• Ability to adapt and work efficiently in a rapidly changing dynamic environment with deadline pressures.

Promoting Peace of Mind for All.

At Liberty, we take great care to promote peace of mind for all. We create a safe space to find your Joy of Being as your most authentic self. Being uniquely YOU, with your unique experiences and ideas, we will continue to strengthen our company as we grow together.

HABU has nothing to do with age, gender identity, race, sexual orientation, physical or mental ability, or ethnicity. We pursue people who value: Integrity, excellence, caring, kindness, fairness, teamwork, good feelings, and fun! Liberty empowers our team with tools and knowledge to support the purposeful spread of positive energy, kindness, and good feelings with others.

We recognize that our industry has more work to do in advancing diversity and inclusion. Our dream is to become the north star others can look to for direction as we advance together.