Large Group Employee Benefits Account Manager

Welcome to The Liberty Company—a forward-thinking, rapidly growing insurance brokerage built on a foundation of culture and collaboration. Recognized for our award-winning workplace, we believe in creating opportunities for every employee to discover their Joy of Being ( JOB ). Our entrepreneurial, wellness-focused environment is paired with competitive compensation, a generous benefits package, paid time off, and unique programs to support your professional and personal growth. We’re seeking a dynamic Employee Benefits Account Manager for our Large Group clients to join our vibrant team at the Inland Empire office. If our values resonate with you, and you’re looking for a workplace where culture comes first, we can’t wait to get to know you! Position Summary: The Account Manager works closely with the Account Executive and Producer 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