TAPS | EB Account Manager | Irvine

Our Newest Opportunity: 

We’re looking for an experienced and forward-thinking Senior Account Manager to join our Employee Benefits team, focused on servicing complex, high-value accounts with national reach, alternative funding arrangements, and sophisticated needs. In this role, you won’t just manage accounts — you’ll serve as a strategic partner to our Benefit Consultants, helping execute comprehensive benefit strategies while proactively identifying the right people, tools, and solutions to meet our clients’ evolving goals.

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

· 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:

· 5+ years of experience in employee benefits account management, preferably in a consulting or brokerage environment

· Proven success managing large, complex accounts (500+ lives), including self-funded and national/multi-state clients

· Deep understanding of the healthcare ecosystem and benefit funding strategies

· Strong organizational and execution skills — able to move quickly, manage priorities, and lead cross-functional efforts to completion

· Excellent communication and relationship management skills — proactive, polished, and solutions-oriented

· Demonstrated ability to think strategically, ask the right questions, and connect the dots for clients and colleagues alike

· Strong knowledge of all Microsoft Office products especially Excel and PowerPoint, required

· Bachelor’s Degree, preferred

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