Ori Gen

Salary: $75,000 - $95,000 Annually

Account Manager, Employee Benefits
Alliance 360 Insurance Solutions - an Ori-gen Family Company
Salary: Final compensation will be determined based on experience, licensing, technical expertise, book complexity, and overall qualifications. Additional bonuses eligible per client retention.
Reports To: Manager of Client Services
Build a Career with Purpose
At Alliance 360 Insurance Solutions, we believe employee benefits are about more than plans and premiums- they're about helping employers attract and retain talent, supporting employee well being, and strengthening the communities we serve.
As part of the Ori-gen family of companies, we are proud to carry forward a legacy built over 45 years of trusted relationships, service, and community impact. Our mission is simple:
Remember where you came from...and create a new future for the generations that follow.
We are looking for professionals who take pride in delivering exceptional service, building meaningful relationships, and helping employers create benefit programs that support their employees and business goals. If you're looking to grow your career with an organization that values integrity, collaboration, innovation, and community involvement, we'd love to hear from you.
Position Overview
The Employee Benefits Account Manager is responsible for managing and servicing an assigned book of employee benefits clients while supporting the retention and growth of agency relationships. This role works closely with employer groups, insurance carriers, vendors, and internal teammates to provide proactive service, coordinate renewals, review benefit programs, and deliver strategic solutions that align with client objectives
The ideal candidate is detail-oriented, consultative, responsive, and committed to delivering exceptional client experience. Most importantly, you enjoy building trusted relationships and helping organizations provide meaningful benefits to their employees.
What You'll Do
Client Service & Account Management

• Serve as the primary day-to-day contact for assigned employee benefits clients.

• Build andmaintainstrong relationships with clients through proactive communication and exceptional service.

• Respond to client inquiriesregardingmedical, dental, vision, life, disability, voluntary benefits, COBRA, eligibility, and related employee benefit programs.

• Coordinate client service requests with carriers, vendors, and internal team members.

• Maintain complete andaccurateclient records within agency management systems and carrier platforms.

• Support client onboarding, implementation, and ongoing service needs.

Renewals & Account Retention

• Manage the annual renewal process for assigned accounts.

• Coordinate renewal timelines and gather necessary underwriting and census information.

• Analyze renewal information and prepare client-ready proposals and comparisons.

• Present renewal options and recommendations to clients.

• Coordinate carrier negotiations andassistin securing competitive benefit solutions.

• Support client retention efforts through proactive service, strategic planning, and relationship management

Benefits Strategy & Consulting

• Assistclients with benefit plan design discussions and recommendations.

• Educate clients on market trends, carrier changes, compliance updates, and available benefit solutions.

• Identifyopportunities to enhance client benefit programs and overall employee experience.

• Assistinidentifyingcross-sell opportunities andadditionalsolutions that support client needs.

• Partner with Producers and consultants to support strategic client initiatives.
  

Carrier & Vendor Management

• Develop andmaintainstrong working relationships with carrier and vendor partners.

• Coordinate carrier meetings, implementation activities, and service issue resolution.

• Advocate on behalf of clients to ensuretimelyresponses and positive outcomes.

• Monitor carrier performance and service standards.

Compliance & Administrative Support

• Assistclients with benefit-related administrative and enrollment processes.

• Support compliance initiatives related to employee benefits programs.

• Ensureall client files, communications, and documentation aremaintainedaccurately and thoroughly.

• Maintain compliance with agency procedures, carrier requirements, and industry regulations.

What We're Looking For

Qualifications

• Active California Life & Health Insurance Licenserequired.

• Bachelor'sdegreerequired.

• Minimum 5 years of Employee Benefits insurance experience.

• Experience managing employer group benefits accounts.

• Strong understanding of medical, dental, vision, life, disability, voluntary benefits, and related employee benefit programs.

• Experience working directly with insurance carriers, vendors, and employer groups.

• Excellent verbal, written, presentation, and interpersonal communication skills.

• Strong customer service and relationship management abilities.

• Strong organizational skills and attention to detail.

• Ability to manage multiple priorities and deadlines in a fast-paced environment.

• Proficiencywith Microsoft Office andbenefitsadministration technology platforms.

• Experience with mid-market- largeemployer groups.

• Experienceinpreparing renewal analyses and benefit comparisons.

• Knowledge of employee benefits compliance requirements,including ACA, COBRA, ERISA,HSAandSection 125 plans.
  

Preferred Qualifications

• Knowledge of large-market self-funding, level-funding

• Experience with HRIS, benefits administration, and enrollment platforms EASE and Employee Navigator

• Familiarity withZywave/ BrokerageBuilder,orsimilar agency management systems.

• Bilingual abilities are a plus.
  

Why Join Alliance 360 Insurance Solutions?

Comprehensive Portfolio of Benefits

• Medical, PPO, HMO & HSA options, Dental, Vision, Life, Disability, Critical Illness

• Voluntary Benefits, FSA Accounts, and more

• 401(k) with Company Match

• Paid Time Off

• Paid Volunteer Philanthropic Time Off

• Paid Holidays

• Professional Development and Continuing Education Support

• Licensing Renewal Assistance
  

Meaningful Work

• Join an organization with more than 45 years of history and community impact.

• Help employers create benefit programs that support employees and their families.

• Be part of a growing company that values collaboration, service excellence, and giving back.

• Build long-term relationships with clients who value trusted advisors.

• Build a rewarding career with opportunities for growth and advancement.

• Join a culture that places Family & Having Fun within our Core Values.

Apply Today

Ifyou'relooking for an opportunity where yourexpertiseis valued, your client relationships matter, and your work helps employers and employees thrive while contributing to our Ori-gen legacy,we'dlove to hear from you.

To apply or learn more, please contact:

Terri Seki
Chief People Officer
tseki@ori-gen.com