TAPS | Sr EB Account Manager | Irvine

Our Newest Opportunity: 

We’re looking for a collaborative and detail-oriented Account Manager to join our Employee Benefits team. This role supports a portfolio of mid-market clients, helping to deliver an exceptional client experience through proactive service, strong plan execution, and meaningful partnership with the lead Benefit Consultant. If you’re organized, solutions-driven, and ready to grow your expertise in both traditional and emerging funding strategies, we want to hear from you.

Essential Duties and Responsibilities (include but are not limited to):

As an Account Manager, you’ll be a key member of the client service team, working closely with internal and external partners to ensure that day-to-day client needs are met with care and precision. Your responsibilities will include:

· Manage the day-to-day service needs of a defined block of mid-market clients, typically fully insured and ranging from 100 to 1,000 lives

· Partner with the lead Benefit Consultant to support renewal preparation, carrier/vendor coordination, and ongoing strategy execution

· Serve as the main point of contact for client questions, service requests, and issue resolution throughout the year

· Coordinate internal team resources to execute tasks related to plan design changes, compliance deliverables, open enrollment, and employee communication

· Track timelines, deliverables, and open items to ensure client commitments are met with efficiency and follow-through

· Learn and grow your understanding of alternative funding models (e.g., self-funding, level-funding) to prepare for future opportunities in more complex account support

· Support data gathering, benchmarking, reporting, and project management activities in partnership with internal analysts and engagement specialists

· Build trust-based client relationships through responsiveness, accuracy, and attention to detail

Qualifications, Skills and Requirements:

· Must be self-motivated and disciplined

· Possess excellent written and verbal communication skills

· Possess strong organizational skills

· Must be very detail-oriented

· Demonstrate leadership capabilities

· Ability to work with clients at a strategic level

· Ability to thrive in fast-paced environment

Education, Training and Experience:

· 3+ years of experience in employee benefits account management or group insurance (brokerage or carrier experience preferred)

· Strong grasp of fully insured benefit plans and general employee benefits administration

· Interest in learning about self-funded and alternative funding strategies

· Excellent project management and organizational skills

· Professional and proactive communication style — both written and verbal

· Team player who thrives in a fast-paced, service-oriented environment

· Working knowledge of all Microsoft Office products especially excel and PowerPoint, required

· Experience with database applications, a plus.

· Bachelor’s Degree, preferred

· Life & Health License (or ability to obtain within first 90 days)