Account Manager

Account Manager — Employee Benefits

Build relationships. Make an impact. Grow with us. Why You’ll Love It Here

Our client is recognized as a Best Places to Work in Insurance (2021–2024) and by the Orange County Business Journal as a Best Place to Work (2023–2024) . Our culture is collaborative, people-first, and built around professional growth and exceptional client service.

As an Account Manager , you’ll be a trusted partner to clients and Account Executives, owning the day-to-day service experience for an assigned book of business. You’ll help design and deliver employee benefit strategies while building strong, lasting relationships.

• Serve as a primary client contact, delivering proactive and personalized service
• Partner with Account Executives on benefit strategy, renewals, RFPs, and plan design
• Lead Open Enrollment, employee education, and client communications
• Prepare stewardship reports, utilization/claims analyses, and service plans
• Support compliance, wellness initiatives, and benefit technology implementations
• Build strong carrier and vendor relationships
• Stay ahead of industry trends and identify opportunities to enhance client programs

• 5+ years of employee benefits account management experience
• Active California Life/Health license
• Bachelor’s degree preferred
• Professional designation (or willingness to obtain within 18 months)
• Strong communication, analytical, and relationship-building skills
• Proficiency with Microsoft Office; AMS 360/Image Right experience a plus

• Hybrid schedule (2–3 days in office)
• Supportive, collaborative team culture
• Technology and tools provided for seamless hybrid work

Ready to grow your career in a people-first environment? I’d love to connect.