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HRIS Insurance Services

Employee Benefits Account Manager

HRIS Insurance Services, Torrance, California, United States


About Us: HRIS Insurance Services is a fast-growing, boutique employee benefits firm based in Torrance, CA. With a client base spanning over 30 states and benefits managed for more than 10,000 employees, we pride ourselves on delivering personalized service and innovative solutions. Our amazing culture fosters collaboration, excellence, and a shared commitment to supporting our clients. We offer plenty of room for growth and advancement for motivated individuals looking to build their careers, and we celebrate our success with a yearly team celebration trip. Job Description: We are seeking an experienced Employee Benefits Account Manager to join our team in Torrance, CA. This on-site role is critical in managing client accounts, handling benefit renewals and providing day-to-day support to ensure our clients' needs are met with precision and care. The ideal candidate will bring 3-5 years of account management experience, hold an active Life and Health Insurance license, have strong knowledge of Excel, and demonstrate expertise in managing COBRA, FSA, and HSA administration, along with experience managing Medical, Dental, Vision, Disability, and Life Insurance plans. The candidate must also be able to present and perform open enrollment meetings both in-person and virtually, as well as use quoting tools independently to prepare and analyze quotes. Core Responsibilities: Fully manage client accounts, including enrollment, renewals, and ongoing service needs. Build and maintain Benefit Administration platforms (Ease, Employee Navigator) and manage other platforms as required. Demonstrate expertise in managing COBRA, FSA, and HSA administration, along with experience managing Medical, Dental, Vision, Disability, and Life Insurance plans. Collaborate with vendors, carriers, and general agency partners to ensure smooth processes and resolve any issues. Present and perform open enrollment meetings, both in-person and virtually, ensuring clients and their employees fully understand their benefits. Use quoting tools independently to prepare, analyze, and deliver quotes to clients. Develop professional documents, including PowerPoint presentations, employee handbooks, and client proposals. Handle audits, employee enrollments, terminations, and qualifying events with precision. Update carrier websites with employee changes and maintain accurate records in the CRM system. Use advanced Excel skills to create and update spreadsheets, analyze data, and prepare reports to support client needs. Design and deliver effective marketing presentations and employee communications. Peer review all client-facing documents to ensure quality and accuracy. Maintain a proactive approach to monitoring and resolving outstanding client issues. Qualifications: 3-5 years of experience in account management (Mandatory). Active Life and Health Insurance License (Mandatory). Strong knowledge and proficiency in Excel (Mandatory). Demonstrated expertise in managing COBRA, FSA, and HSA administration, along with experience managing Medical, Dental, Vision, Disability, and Life Insurance plans. Familiarity with Ease, Employee Navigator, and other Benefit Administration platforms, with the ability to learn new systems quickly. Proven experience using quoting tools independently and preparing accurate quotes. Advanced proficiency in Microsoft Office Suite (Excel, Outlook, PowerPoint). Experience conducting open enrollment meetings both in-person and virtually. Experience working directly with vendors, carriers, and general agency partners. Exceptional communication, organizational, and analytical skills. Strong attention to detail and ability to self-check work for accuracy. Ability to work independently and collaboratively in a fast-paced environment. Proven ability to create and manage professional presentations, handbooks, and proposals. Why Join Us? Be part of a fast-growing agency with plenty of room for growth and advancement. Work in a boutique firm managing benefits for over 10,000 employees across 30 states. Enjoy an amazing culture focused on collaboration, innovation, and client success. Competitive salary with semi-yearly raises to reward your hard work and dedication. Yearly team celebration trip to recognize and celebrate our success together. Benefits: Health, Dental, and Vision Insurance Employer-Paid Life Insurance Voluntary Life Insurance Supplemental Insurance 401(k) with Company Match (eligible after one year of service) Flexible Spending Account (FSA) Paid Time Off (PTO) Sick Time Off (STO) Floating Holiday Professional Development Opportunities