Careers feel different when the culture actually means something. At The Liberty Company, our people-first approach has earned us multiple years of recognition as a top insurance employer—and it shows in how we work every day. We value fresh ideas, teamwork, and taking care of the people who make our success possible. Along with an award-winning culture, we offer competitive pay, comprehensive benefits, generous PTO and holidays, continued education, and wellness-focused programs designed to help you bring your best self to work. If you’re ready to grow with a company that truly invests in its people, you’re in the right place.
As The Liberty Company continues to grow, we are building a pipeline of experienced and up-and-coming Employee Benefits Account Managers located in either Pacific or Mountain Time Zones and ready to elevate their careers by finding their HABU (highest and best use) with our organization. Culture is our priority, so we’re eager to find someone whose personality and passion align with our values. Think you’re a match? Let’s connect! Please apply if you are open to future opportunities!
Position Summary:
The Account Manager works closely with the Account Executive to ensure the effective delivery of the employee benefits program to large group clients. In this role, you will work closely with clients, carriers, vendors, and the Account Executive to deliver a remarkable client experience that supports their overall business objectives.
Essential Duties and Responsibilities:
- Works closely with the assigned Account Executive to provide service support to assigned clients
- Cultivate strong relationships by understanding client needs, anticipating challenges, and proactively addressing concerns
- Collaborate with the Account Executive and Producer(s) to ensure all benefit related tasks are completed
- Stay informed on industry regulations and compliance requirements
- Work closely with clients to ensure ERISA compliance responsibilities are met timely and with accuracy
- Facilitate broker compliance tasks while indemnifying company risk
- Investigate and resolve complex benefit related inquiries and concerns, demonstrating a commitment to client satisfaction
- Provide clear and concise communication regarding industry updates, policy changes, benefits education, and other relevant information
- Maintain detailed and accurate records using our internal agency management system, shared file system and other applicable software applications
- Create employee benefit guides, presentations and other key documents that are client and employee facing
- Learn and maintain benefit administration platforms as needed
- Complies with agency management data standards and timing requirements
- Acknowledge and respond to all client requests timely and professionally
- Develop and maintain excellent carrier and vendor relationships
- Performs other tasks on projects as needed/assigned to support the overall development and advancement of the Employee Benefits tea
Minimum Qualifications:
- 2+ plus years of group employee benefits brokerage experience
- Active resident Accident Life & Health License required
- Deep understanding of ERISA and other compliance regulations as they pertain to group benefit plans
- Effective communication and presentation skills, both written and verbal, in-person and virtual
- Demonstrates high level of professionalism and business acumen in all written and verbal communications
- Experience with MS Office and data management software; benefits administration software highly desired
- Strong attention to detail, pride of work ownership, ability to work independently and with a team
- Enjoy working in a fast-paced environment leveraging strong planning, organizational and prioritization skills
- Ability to travel for client and prospect meetings as needed
- Located in either Pacific or Mountain Time Zone
- Applying for future opportunities
Promoting Peace of Mind for All
At Liberty, we take great care to promote peace of mind for all. We create a safe space to find your Joy of Being as your most authentic self. Being uniquely YOU, with your unique experiences and ideas, we will continue to strengthen our company as we grow together.
HABU has nothing to do with age, gender identity, race, sexual orientation, physical or mental ability, or ethnicity. We pursue people who value: Integrity, excellence, caring, kindness, fairness, teamwork, good feelings, and fun! Liberty empowers our team with tools and knowledge to support the purposeful spread of positive energy, kindness, and good feelings with others.
We recognize that our industry has more work to do in advancing diversity and inclusion. Our dream is to become the north star others can look to for direction as we advance together.
*Qualified applications with arrest or conviction records WILL be considered for employment. For positions in our organization that require a state insurance license to perform the duties described herein, applicants must meet the state licensing requirements as required by the applicable DOI, must not have been disqualified or barred from licensure, and must not have been prohibited from conducting the business of insurance under Title 18 U.S. Code, §§1033 and 1034 to qualify for that role
Skills Required
- 2+ years of group employee benefits brokerage experience
- Active resident Accident, Life and Health license
- Deep understanding of ERISA and other group benefits compliance regulations
- Effective written and verbal communication and presentation skills
- Professionalism and business acumen in written and verbal communications
- Experience with Microsoft Office and data management software
- Experience with benefits administration software
- Strong attention to detail and ownership of work
- Ability to work independently and collaboratively
- Planning, organization, and prioritization skills in a fast-paced environment
- Ability to travel for client and prospect meetings as needed
- Residence in the Pacific or Mountain Time Zone
What We Do
The Liberty Company Insurance Brokers is an independently owned insurance broker providing commercial, personal, and employee benefits insurance, risk management, and specialty insurance solutions. For over 35 years, the firm has served businesses, non-profits, and individuals, fostering a collaborative, people-first culture to help clients adapt with customized strategies for their insurance and risk management needs.
