Are you an experienced Employee Benefits professional who takes pride in delivering exceptional client service and wants greater ownership of your book of business? We’re partnering with a well-established insurance organization seeking an Employee Benefits Client Manager II to independently manage a portfolio of clients while working closely with experienced Risk Advisors and a collaborative internal team.

Manage day-to-day service for an assigned book of Employee Benefits clients. Lead new business and renewal processes, including marketing, carrier submissions, proposals, and negotiations. Develop strong relationships with clients, carriers, and internal partners. Prepare proposals, spreadsheets, presentations, and renewal materials. Conduct and support open enrollment meetings. Manage enrollment changes, new hires, terminations, claims inquiries, billing issues, and COBRA questions. Maintain accurate client and policy information within EPIC and agency management systems. Proactively communicate with clients and serve as a trusted resource for their ongoing needs. Partner with Risk Advisors to address complex issues and provide solutions.

5+ years of Employee Benefits experience. California Life & Health license. Bachelor’s degree. Strong experience with new business, renewals, carrier negotiations, and client management. Advanced Microsoft Office skills, particularly Excel, Word, PowerPoint, and Outlook. Strong organization, communication, and project management skills. Someone who is proactive, accountable, detail-oriented, and genuinely committed to exceptional client service.

$100,000 to $115,000