We are seeking a highly organized, relationship-driven, and service-oriented Employee Benefits Client Manager to join a growing and collaborative insurance advisory team. This opportunity is ideal for an experienced employee benefits professional who thrives in a fast-paced environment, enjoys managing client relationships independently and takes pride in delivering exceptional service and strategic support. In this role, you will partner closely with Risk Advisors to manage a dedicated portfolio of employee benefits clients, oversee renewals and new business implementations, and provide ongoing consultative support to employers. You will play a critical role in ensuring a seamless client experience while contributing to the long-term success and retention of the firm's employee benefits practice.
Key Responsibilities:
Serve as the primary day-to-day contact for a dedicated book of employee benefits clients Partner with Risk Advisors to develop and execute strategic marketing plans for both new and renewal business opportunities Manage the complete renewal and new business lifecycle, including: Negotiating coverage terms and pricing Evaluating benefit options Delivering polished client proposals and presentations Coordinate all aspects of client onboarding, implementation, and ongoing account servicing Maintain accurate policy and client data within EPIC and related systems Administer employee benefits processes including enrollments, terminations, COBRA coordination, and BOR documentation Lead and support open enrollment meetings to ensure successful plan implementation and employee engagement Provide proactive account management through regular client touchpoints and responsive service Resolve claims issues, billing discrepancies, eligibility concerns, and day-to-day service requests efficiently and professionally Escalate complex client matters appropriately while maintaining ownership of the overall client experience Build long-term trusted relationships by delivering strategic guidance and exceptional client support Ideal Candidate Profile 5+ years of Employee Benefits experience within an insurance brokerage, consulting firm, or related environment Strong knowledge of group health, dental, vision, life, disability, and ancillary employee benefits products Experience managing renewals, carrier negotiations, implementations, and ongoing client servicing independently Advanced proficiency in Microsoft Office Suite, including Excel, PowerPoint, Word, and Outlook Experience working within EPIC or similar agency management systems preferred Exceptional communication and relationship management skills Highly organized with strong attention to detail and project management abilities Ability to manage multiple priorities and deadlines in a fast-paced environment Strong problem-solving mindset with a proactive and client-focused approach Demonstrates professionalism, accountability, confidentiality, and integrity in all interactions What Makes You Successful in This Role The ideal professional for this position is someone who: Takes ownership and leads with accountability Thrives in a collaborative, team-first culture Delivers white-glove client service with urgency and professionalism Communicates confidently and effectively with clients, carriers, and internal teams Maintains composure and accuracy under pressure Continuously seeks opportunities to improve processes and enhance the client experience Brings a positive attitude, strong work ethic, and commitment to excellence every day The organization offers a highly competitive and comprehensive rewards package designed to support both personal and professional well-being, including: Competitive health insurance coverage 401(k) with company matching Profit-sharing opportunities Individual and company-wide performance bonuses Generous paid time off Team events and employee appreciation programs Supportive and growth-oriented workplace culture Why This Opportunity Stands Out This is an exceptional opportunity to join a respected and client-focused organization where your expertise, initiative, and relationship-building skills will have a direct impact. You will work alongside experienced advisors in a collaborative environment that encourages professional growth, recognizes performance, and values long-term client partnerships. We are specifically seeking candidates based in San Diego, Orange County, and Los Angeles.
