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The Liberty Company Insurance Brokers, LLC · 15 hours ago

Join Our Talent Community! - Benefits Account Manager

Phoenix, AZ

Full-time

Hybrid

Entry, Mid Level

2+ years exp

The Liberty Company Insurance Brokers, LLC is known for its people-first culture and commitment to employee satisfaction. They are seeking experienced and up-and-coming Employee Benefits Account Managers to work closely with clients and ensure effective delivery of employee benefits programs. This role involves cultivating client relationships, ensuring compliance, and providing exceptional service support.

Commercial InsuranceEmployee BenefitsFinancial ServicesInsuranceRisk Management

Growth Opportunities

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

Qualification

Employee benefits brokerageAccident Life & Health LicenseERISA complianceMS OfficeBenefits administration softwareEffective communicationAttention to detailOrganizational skills

Required

2+ plus years of group employee benefits brokerage experience

Active resident Accident Life & Health License required

Deep understanding of ERISA and other compliance regulations as they pertain to group benefit plans

Effective communication and presentation skills, both written and verbal, in-person and virtual

Demonstrates high level of professionalism and business acumen in all written and verbal communications

Experience with MS Office and data management software; benefits administration software highly desired

Strong attention to detail, pride of work ownership, ability to work independently and with a team

Enjoy working in a fast-paced environment leveraging strong planning, organizational and prioritization skills

Ability to travel for client and prospect meetings as needed

Located in either Pacific or Mountain Time Zone

Applying for future opportunities

Benefits

Competitive pay

Comprehensive benefits

Generous PTO and holidays

Continued education

Wellness-focused programs

Company

The Liberty Company Insurance Brokers, LLC

The Liberty Company Insurance Brokers is an independently owned insurance broker handling the commercial, personal and employee benefits insurance needs of businesses, non-profits, and individuals for more than 35 years.

Founded in 1987

Woodland Hills, California, USA

501-1000 employees