Account Manager - Employee Benefits

Employee Benefits Account Manager

Location: Carlsbad, CA (In-Person Only)

Employment Type: Full-Time

About the Role

We are seeking an experienced and client-focused Employee Benefits Account Manager to join our growing team in Carlsbad, California. This position is ideal for a professional who is passionate about delivering white-glove service, building strong client relationships, and managing employee benefits programs with accuracy and attention to detail.

The Employee Benefits Account Manager will serve as a primary point of contact for clients, providing exceptional support throughout the benefits lifecycle, including renewals, quoting, presentations, enrollment support, and ongoing account management.

This is an in-office position. Candidates must live within 35 miles of Carlsbad, CA, or be willing to relocate.

Key Responsibilities

• Provide exceptional white-glove service to employer groups and their employees.
• Serve as the primary contact for client service requests and benefits-related questions.
• Prepare and manage employee benefits quotes, proposals, and renewal presentations.
• Conduct client meetings and effectively communicate benefit recommendations and plan changes.
• Coordinate with carriers, vendors, and internal team members to resolve issues and ensure smooth implementation.
• Assist with open enrollment planning, employee education, and enrollment support.
• Maintain accurate client records and documentation.
• Manage timelines and deliverables for renewals, implementations, and ongoing service needs.
• Stay informed on employee benefits industry trends, carrier updates, and compliance requirements.

Qualifications

Required

• Minimum 1 year of experience in an employee benefits account management role.
• Strong understanding of employee benefits, including medical, dental, vision, life, disability, and voluntary benefits.
• Experience preparing quotes, benefit comparisons, and client presentations.
• Excellent verbal and written communication skills.
• Strong organizational skills with the ability to manage multiple priorities.
• Professional, client-focused approach with a commitment to outstanding service.
• Proficiency in Microsoft Office applications.

Preferred

• Experience with Ease and/or Employee Navigator benefits administration platforms.
• Experience working with small and mid-sized employer groups.
• California employee benefits experience.
• Active Life & Health insurance license (or ability to obtain one).
• Bachelor's Degree

What We Offer

• Competitive compensation based on experience.
• Performance-based bonus opportunities.
• Comprehensive benefits package.
• Paid time off and company holidays.
• Professional development and continuing education opportunities.
• Clear career advancement and growth opportunities within a growing organization.
• Supportive, team-oriented work environment.

Why Join Us?

We believe exceptional client service starts with exceptional team members. If you enjoy building relationships, solving problems, and helping clients navigate their employee benefits programs while advancing your career in a growing organization, we'd love to hear from you.

• Apply today and become part of a team committed to delivering best-in-class employee benefits solutions and white-glove service.