Join Our Talent Community! - Benefits Account Manager
Careers feel different when the culture actually means something. At The Liberty Company, our people-first approach has earned us multiple years of recognition as a top insurance employer-and it shows in how we work every day. We value fresh ideas, teamwork, and taking care of the people who make our success possible. Along with an award-winning culture, we offer competitive pay, comprehensive benefits, generous PTO and holidays, continued education, and wellness-focused programs designed to help you bring your best self to work. If you're ready to grow with a company that truly invests in its people, you're in the right place.As The Liberty Company continues to grow, we are building a pipeline of experienced and up-and-coming Employee Benefits Account Managers located in either Pacific or Mountain Time Zones and ready to elevate their careers by finding their HABU (highest and best use) with our organization. Culture is our priority, so we're eager to find someone whose personality and passion align with our values. Think you're a match? Let's connect! Please apply if you are open to future opportunities!Position Summary:The Account Manager works closely with the Account Executive 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 clientsCultivate strong relationships by understanding client needs, anticipating challenges, and proactively addressing concernsCollaborate with the Account Executive and Producer(s) to ensure all benefit related tasks are completedStay informed on industry regulations and compliance requirementsWork closely with clients to ensure ERISA compliance responsibilities are met timely and with accuracyFacilitate broker compliance tasks while indemnifying company riskInvestigate and resolve complex benefit related inquiries and concerns, demonstrating a commitment to client satisfactionProvide clear and concise communication regarding industry updates, policy changes, benefits education, and other relevant informationMaintain detailed and accurate records using our internal agency management system, shared file system and other applicable software applicationsCreate employee benefit guides, presentations and other key documents that are client and employee facingLearn and maintain benefit administration platforms as neededComplies with agency management data standards and timing requirementsAcknowledge and respond to all client requests timely and professionallyDevelop and maintain excellent carrier and vendor relationshipsPerforms other tasks on projects as needed/assigned to support the overall development and advancement of the Employee Benefits teaMinimum Qualifications: 2+ plus years of group employee benefits brokerage experienceActive resident Accident Life & Health License requiredDeep understanding of ERISA and other compliance regulations as they pertain to group benefit plansEffective communication and presentation skills, both written and verbal, in-person and virtualDemonstrates high level of professionalism and business acumen in all written and verbal communicationsExperience with MS Office and data management software; benefits administration software highly desiredStrong attention to detail, pride of work ownership, ability to work independently and with a teamEnjoy working in a fast-paced environment leveraging strong planning, organizational and prioritization skillsAbility to travel for client and prospect meetings as neededLocated in either Pacific or Mountain Time ZoneApplying for future opportunitiesPromoting Peace of Mind for AllAt Liberty, we take great care to promote peace of mind for all. We create a safe space to find your Joy of Being as your most authentic self. Being uniquely YOU, with your unique experiences and ideas, we will continue to strengthen our company as we grow together.HABU has nothing to do with age, gender identity, race, sexual orientation, physical or mental ability, or ethnicity. We pursue people who value: Integrity, excellence, caring, kindness, fairness, teamwork, good feelings, and fun! Liberty empowers our team with tools and knowledge to support the purposeful spread of positive energy, kindness, and good feelings with others.We recognize that our industry has more work to do in advancing diversity and inclusion. Our dream is to become the north star others can look to for direction as we advance together.*Qualified applications with arrest or conviction records WILL be considered for employment. For positions in our organization that require a state insurance license to perform the duties described herein, applicants must meet the state licensing requirements as required by the applicable DOI, must not have been disqualified or barred from licensure, and must not have been prohibited from conducting the business of insurance under Title 18 U.S. Code, §§1033 and 1034 to qualify for that role