Employee Benefits Account Specialist

Title: Employee Benefits Account Specialist

Compensation: $70,000 - $100,000 per year

Please note that compensation may vary based on your state of residence. Salary referenced is for California state candidates.

Schedule: Office hours are Monday through Friday, 8:30 a.m. – 5:30 p.m. (Occasional overtime and limited travel may be required.)

Location: Hybrid, California

Poms & Associates is seeking a knowledgeable and client-focused Employee Benefits Account Manager to service and support a book of new and existing employee benefits accounts. This role partners closely with the Producer and internal team to deliver exceptional day-to-day service, strengthen client relationships, support retention efforts, and maintain strong carrier partnerships.

The ideal candidate has a strong understanding of group benefits, compliance regulations, and benefits administration platforms, and thrives in a fast-paced, client-oriented environment.

What You’ll Do:

• Manage and service an assigned book of business, including escalated service and billing issues.
• Maintain benefits administration portals (Employee Navigator, Rippling, Paylocity, etc.).
• Research carriers, products, and services for small and middle market groups.
• Assist clients with administrative setup and ongoing management of their benefits plans.
• Prepare, process, review, and monitor policies, renewals, reports, applications, policy changes, billings, and contracts.
• Collaborate with Producers, Account Managers, and Benefits Analysts on implementation and renewal processes.
• Provide guidance and support related to state and federal compliance requirements (ERISA, COBRA, HIPAA, Healthcare Reform, Medicare).
• Develop employee communications for open enrollment and wellness initiatives.
• Maintain renewal reports, mailing lists, client data sheets, benefits booklets, and contribution sheets.
• Perform marketing for small group accounts.
• Conduct or assist with employee meetings (may include varying hours and locations).
• Build and maintain strong carrier relationships and stay current with industry updates and offerings.

What You’ll Need to Succeed:

• Minimum of 3 years of related industry experience.
• Advanced knowledge of small and mid-size group benefits programs.
• Valid, unrestricted California Life & Disability License (with continuing education compliance).
• Strong working knowledge of compliance regulations including ERISA, COBRA, HIPAA, Healthcare Reform, and Medicare.
• Intermediate proficiency in Microsoft Word, Excel, and PowerPoint.
• Exceptional verbal and written communication skills.
• Strong analytical skills with attention to detail and accuracy.
• Ability to work independently, exercise sound judgment, and meet deadlines.
• Professional presence with the ability to interface confidently with executive-level clients.
• Ability to thrive in a fast-paced, client-service driven environment.
• High school diploma or GED required; Bachelor’s degree preferred.

What Poms & Associates Offers You:

• Comprehensive health, dental, and vision coverage
• Flexible Spending Accounts (FSA) traditional and dependent care
• Supplemental Insurance including Short Term Disability, Long Term Disability, Long Term Care, and Basic Life and Accidental Death & Dismemberment insurance
• 401(k) retirement plan with employer matching
• Worldwide Travel Assistance Program
• Vacation Time
• 3 Floating Holidays
• Sick Leave
• Observed Holidays
• Paid Leave (Jury Duty, Volunteer Time off, Disability, Parental Leave, etc.)
• Employee Assistance & Employee Discount Programs
• Professional development opportunities, including tuition reimbursement and in-house education classes
• Career advancement opportunities
• Flexible work arrangements, including remote work options

Please note that these are just some potential examples, and the specific benefits and perks offered may vary based on the position and location.

Compensation: $70,000 - $100,000 per year

Please note that compensation may vary based on your state of residence.

Compensation will be determined by a number of factors including educational background and experience.

About Poms & Associates:

At Poms & Associates, we redefine the insurance experience by offering innovative solutions for both business and personal insurance needs. With decades of experience and expertise, we are dedicated to helping clients stay protected and prepared. We believe that knowledge is the key to effective insurance and that proactive risk management is the smartest way to insure.

For more information about the company, please visit our website: https://www.pomsassoc.com/

Please note: We are not accepting phone inquiries regarding the status of applications. Only qualified candidates will be contacted. Additionally, we are not working with agencies or third-party recruiters at this time. Thank you for your understanding.

Poms & Associates provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, Poms & Associates complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.