Employee Benefits Account Manager

The Liberty Company Insurance Brokers, LLC

Employee Benefits Account Manager for a rapidly growing insurance brokerage handling large group clients. Collaborating on compliance and benefits delivery for an award-winning workplace.

Posted 7/17/2026full-timeSanta Clarita • California • 🇺🇸 United StatesJuniorMid-Level💰 $80,000 - $98,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in group employee benefits brokerage, with a strong focus on ERISA compliance and client relationship management. Proficient in creating client-facing documents and maintaining accurate records while ensuring effective communication and presentation skills.

Highest-signal resume keywords

Group Employee Benefits Brokerage ExperienceActive Accident Life & Health LicenseERISA Compliance KnowledgeEffective Communication SkillsBenefits Administration Software Experience

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Group Employee Benefits BrokerageERISA ComplianceBenefits AdministrationData ManagementRecord Keeping

Soft Skills

Attention to DetailClient Relationship ManagementProblem SolvingTeam CollaborationPride of Work Ownership

Tools & Technologies

MS OfficeInternal Agency Management SystemShared File SystemBenefits Administration Platforms

Certifications & Qualifications

Active Accident Life & Health License

Industry Keywords

Compliance RegulationsClient SatisfactionBenefit-Related InquiriesEmployee Benefit GuidesPolicy Changes

About the role

Key responsibilities & impact

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
Acknowledge and respond to all client requests timely and professionally

Requirements

What you’ll need

2+ years of group employee benefits brokerage experience supporting clients with 100-1,000 employees required
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
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
Ability to travel for client and prospect meetings as needed