Senior Benefits Consultant
Benefits Consultant job 11 miles from Fountain Valley
Seeking a CA Licensed EB Account Executive Lead for a privately held retail broker out of Irvine, CA.
Account Executives are responsible for working with Sales Executives to establish and nurture new client relationships while ensuring the retention of existing employee-benefit clients. They foster positive client relationships by delivering strategic benefits solutions, providing proactive service, and supporting clients with the ongoing administration and communication of their employee benefits programs.
.
Essential Duties and Responsibilities
• Build and nurture strong, positive relationships with clients, understanding their unique insurance needs and providing exceptional customer service.
• Collaborate with sales executives to identify and pursue new business opportunities, participating in client meetings and presentations as necessary.
• Provide strategic consulting and guidance on benefits plan design, with an emphasis on self-funded arrangements and reference-based pricing solutions.
• Conduct thorough analysis of clients' current benefit offerings, claims data, and funding structures to identify opportunities for cost savings and plan improvement.
• In partnership with the service team, ensure accurate and timely processing of renewals, plan changes, compliance updates, and other administrative tasks.
• Meet retention targets for the accounts assigned.
• Work with carriers, TPAs, and stop-loss providers to negotiate competitive terms, funding arrangements, and renewal strategies.
Stay current on industry trends, compliance requirements (e.g., ACA, ERISA), and emerging employee benefits solutions, especially related to self-funding and cost-containment models.
• Maintain organized and accurate client records, documentation, and communication through the Agency Management System
Standards Of Performance
• Consistently adhere to high professional standards, exemplifying the company's mission and core values in all daily activities.
• Maintain strict confidentiality regarding all information concerning clients, carriers, and other sensitive company related information.
• Exhibit leadership qualities and set a positive example for others, inspiring team members to excel and fostering a culture of continuous improvement.
• Demonstrate outstanding customer service skills both internally and externally through effective communication, respect, and integrity in all interactions.
Benefits Analyst
Benefits Consultant job 16 miles from Fountain Valley
We are seeking a talented Benefits Analyst to join our Orange County team. If you're looking to take your benefits knowledge to the next level, this is the opportunity for you. You will work directly with the Client Service Team (Client Managers, Client Executives, and Principals) to provide a high level of client support in response to routine client requests and needs, act as a liaison with carriers, and maintain client and carrier information.
We will count on you to:
Support the Client Service Team with the renewal process by gathering necessary client data and preparing RFPs for renewals and prospective groups.
Analyze market proposals to verify benefits, premium rates, and competitiveness.
Finalize and maintain client and carrier spreadsheets in accordance with internal requirements and client requests.
Act as a liaison for clients to research and resolve coverage, claim, and administrative problems.
What you need to have:
A basic understanding of health and welfare plan benefits and carriers
A Bachelor's degree is strongly preferred.
A valid, unrestricted State of California Life & Disability License is preferred
Proficiency with Microsoft Word, Excel, and PowerPoint
What makes you stand out:
Above-average analyzing, problem-solving, and planning/organizational skills.
Employee benefits experience obtained on the corporate or broker side.
A positive and approachable demeanor, with the ability to work effectively with diverse personalities.
Why join our team:
We help you be your best through professional development opportunities, interesting work, and supportive leaders.
We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have an impact for colleagues, clients, and communities.
Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.
The applicable hourly rate range for this role is $24.81 to $39.70. The hourly rate offered will be determined on factors such as experience, skills, training, location, certifications, and education. Decisions will be determined on a case-by-case basis.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, tuition assistance, 401K, employee assistance program, domestic partnership benefits, career mobility, employee network groups, volunteer opportunities, and other programs. For more information about our company, please visit us at: ****************************
#MMAwest
#MMAEHB
#LI-DNI
Payroll and Benefits Manager - Westminster - Full-Time
Benefits Consultant job 5 miles from Fountain Valley
Ready to do more than just process payroll?
If you're a payroll and benefits expert who thrives on accuracy and innovation - someone who understands compliance and systems like ADP Workforce Now, but also gets excited about streamlining processes and shaping strategy - we want to meet you.
LBS Financial is hiring a Payroll & Benefits Manager who's ready to move beyond the day-to-day and make a meaningful impact. In this role, you'll lead payroll operations and benefits administration, while also playing a key role in advancing automation, improving workflows, and helping us evolve our benefits strategy.
If you've mastered the technical side of payroll and benefits and are ready to use your skills to drive improvements and support employees in new ways, this is your next move. And if you're still building your strategic benefits experience - don't worry, we'll help you get there.
JOB REQUIREMENTS & RESPONSIBILITIES
This is an on-site position located in Westminster, CA.
Must be able to complete the essential responsibilities with the ability to work independently and be solutions oriented with only occasional supervision and feedback needed while working toward objectives using a wide range of demonstrated competencies. This role plans and arranges their own work, plans projects, sets and meets deadlines only referring unusual matters to their supervisor or others.
Payroll Oversight
Benefits Strategy & Administration
HRIS & System Optimization
Compliance & Reporting
Project Management
Employee Engagement
Please see attached Job Description for full list of responsibilities
To be successful in the position, these attributes are a requirement:
Be a self-starter, self-motivated, organized and able to work independently.
Enjoy being a professional in the ever-changing world of payroll and benefits.
Thrive on delivering high quality and value-added enhancements and projects to align with the Credit Union’s Strategic Initiatives and Total Rewards philosophy.
Have the ability to collaborate to develop strong professional relationships with all levels of leadership and Employees.
Be happiest when in a fast-paced environment and enjoy leading, coaching and developing
EDUCATION/EXPERIENCE PREREQUISITES
Minimum:
High school diploma or equivalent and 6+ years of progressive experience in payroll and benefits administration, including 2+ years in a supervisory role.
Advanced proficiency with ADP Workforce Now, including system optimization, reporting, and integration opportunities. Must have advanced level skills in ADP custom reporting.
Strong working knowledge of payroll and benefits compliance, including applicable federal and state regulations (ACA, ERISA, COBRA, etc.).
Demonstrated success in leading cross-functional projects from concept through execution and follow-up.
Experience managing vendor relationships, including evaluating performance, negotiating renewals, and implementing new programs.
Analytical and problem-solving skills to assess data and recommend improvements to programs and processes.
Proven background in process improvement
Strong interpersonal skills and professional demeanor; capable of handling sensitive information with discretion.
Proficiency in Microsoft Office Suite, with advances skills in Excel and PowerPoint, for reporting and presentations.
Excellent written and verbal communication skills; able to clearly convey technical and benefit-related information.
Independent thinker with a solution-oriented mindset and the ability to meet deadlines with minimal escalation.
Preferred:
Bachelor’s degree in Human Resources, Business Administration, or a related field.
Experience leading benefits and payroll functions in an organization of 300+ employees.
Experience with self-insured medical plan administration and vendor relationships, including working with TPAs, PBMs, and captive insurance groups.
Familiarity with multiple Payroll/HRIS systems (e.g., Dayforce, Paycom, Paylocity, UKG).
Experience evaluating or implementing HR/payroll system conversions.
Professional certification such as Certified Payroll Professional (CPP) or Certified Employee Benefits Specialist (CEBS).
BENEFITS & TOTAL REWARDS
Medical, Dental, and Vision
Paid Holidays, Sick Time, and PTO
Defined Benefit Pension Plan
Voluntary 401(k) and Roth(k)
Insurance: Life, AD&D, LTD
Travel Assist
Rewards and Recognition Program
Educational Reimbursement
Paid Volunteer hours
Loan discounts and free branch services
Discount entertainment: movie tickets, travel, car rentals, and much more
Plus, a variety of additional voluntary benefits
PAY RANGE
In accordance with California’s Pay Transparency Act, the expected salary range for this position is between:
$85,000.00 - $105,00.00
Actual pay will be determined based on a candidate’s specific qualifications, including their knowledge, skills, education and experience, internal equity consideration, as well as other job-related factors permitted by law.
Note: As part of our screening process, LBS Financial conducts background investigations on candidates who are extended an offer and who agree and authorize us to do so. This investigation will include:
Employment Verifications - Employment Dates & Job Titles
Credit Report
Criminal Records Search
Social Security Search
Governmental Registries Search
Additionally, candidates must be eligible to be bonded through a fidelity bond to cover employee loss and risk.
For additional information about our Credit Union and to apply for this opportunity, please visit our website at *********************** EOE
Utility Consultant - Commission-Based (Multifamily Residential Real Estate)
Benefits Consultant job 11 miles from Fountain Valley
Compensation: Commission-Based (Potential to earn $100k+)
About Us
Silver Star Real Estate, a division of Friendly Franchisees Corporation (FFC), manages a growing portfolio of multifamily residential apartment buildings across California, Texas and Arizona. As part of our commitment to operational efficiency and cost management, we are expanding our utility savings initiatives to help reduce energy, water, and gas expenses across all properties.
We are looking for a motivated and results-driven Utility Consultant to identify cost-saving opportunities and lead the implementation of strategies across our residential portfolio. This is a commission-based role with significant earning potential of over $100k+ for those who drive measurable outcomes.
Key Responsibilities
Audit utility expenses across the residential apartment portfolio
Identify opportunities for energy, water, and gas savings
Research and recommend utility rebate programs and efficiency upgrades
Partner closely with Property Managers and VP of Real Estate to implement cost-saving initiatives
Prepare savings proposals with clear ROI and timeline
Monitor and report monthly savings and impact
Stay informed on local utility incentives, compliance regulations, and efficiency trends
Ideal Candidate
Experience in utility analysis, energy cost consulting, or related fields (real estate background preferred)
Familiarity with multifamily residential operations
Strong communication and data analysis skills
Entrepreneurial, self-motivated, and goal-oriented
Proven ability to work independently and deliver results
Compensation Structure
This is a commission-only role with payouts based on a percentage of verified annual savings achieved through your efforts.
High-performing consultants can earn $100k + depending on success and scale.
Consultant
Benefits Consultant job 11 miles from Fountain Valley
Participate in the delivery of client project, supporting the Intueor team Capital Programs consultants.
Leading diverse, cross-functional teams in establishing, monitoring, and controlling large scale Construction projects, for individual projects as well as aggregated portfolios.
Utilizing multiple technologies, e.g. project control tools such as Primavera P6/ Microsoft Project or equivalent, financial/ERP systems, Risk analysis, Microsoft Office suite (including Access database) in the Construction Industry, Oracle Primavera, Aconex, Prism, EcoSys, Microsoft SharePoint, Microsoft Project, Microsoft Office Suite, Oracle UPK, AutoCAD.
Communicating technical concepts in a clear manner, verbally and in writing, to advance Construction business initiatives.
Developing deliverables that effectively convey complex technical concepts, and present technical findings to senior client personnel.
Development of proposals that strategically articulate the value of service offerings to generate new projects.
Will be working at various locations throughout California.
Masters in Civil Engineering and 12 months experience in offered position, project control or related.
Senior Health and Benefits Consultant
Benefits Consultant job 15 miles from Fountain Valley
Join Our Team at Mercer! We are seeking a talented individual to join our Health and Benefits Consulting team at Mercer. At Mercer, we make a difference in the lives of more than 110 million people every day by advancing their health, wealth, and careers. We're dedicated to creating exciting and rewarding futures for our clients and their employees. This role can sit in any of our Northeast locations, including; Boston, NY, NJ, CT and PA, and is hybrid (at least 3 days a week in the office).
What Can You Expect?
As a Senior Health & Benefits Consultant, you will manage consulting engagements with mid-market to large employers regarding their medical, dental, life, and disability benefit plans. You will negotiate with benefits carriers and vendors to secure optimal health and welfare plan coverage, serving as the primary client manager and often the Mercer relationship manager.
We Will Count on You To:
* Manage complex client engagements, overseeing service delivery, strategy, financial evaluations, plan design, and benchmarking studies.
* Develop innovative benefits design and renewal strategies, creating tools and solutions to address intricate client issues.
* Communicate effectively with clients about Mercer's insights on the latest industry trends.
* Be accountable for revenue and profitability for client accounts, monitoring project success in terms of scope, budget, and client satisfaction.
* Drive sales by expanding revenues from existing clients and managing prospecting efforts with new clients.
What You Need to Have:
* A BA/BS degree.
* 4+ years of experience in identifying, designing, recommending, and implementing innovative business solutions for complex health care benefit plans.
* Renowned expertise and a strong industry reputation in the health & benefits field.
What Makes You Stand Out:
* Strong sales and marketing skills, with the ability to effectively promote organizational strengths.
* Well-developed mathematical, strategic planning, communication, and listening skills.
* Proven management skills in leading large, complex projects.
What's In It for You?
Join a global leader in human resources consulting, where you will enjoy top-notch benefits, a diverse and inclusive culture, and opportunities for professional growth. At Mercer, we empower our colleagues to thrive and make a difference in the moments that matter.
Apply Now!
#MERHBUS
Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.
Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.
Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person.
The applicable base salary range for this role is $88,000 to $176,000.
The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.
Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@mmc.com.
Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person.
Sleep Consultant
Benefits Consultant job 24 miles from Fountain Valley
Sleep Consultants must role model behaviors which promote company’s purpose, values, and vision statement. They must have a complete understanding of company expectations so, that they can achieve or exceed company sales standards/requirements on a consistent basis. Sleep Consultants must conduct themselves in a professional manner that are aligned with Sit ‘n Sleeps company’s values ( Integrity, Teamwork, Fun Place To Be, Open & Honest Communication, Respect, Passion to Grow and Succeed)
Essential functions
The Sit ’n Sleep Experience modeled with every guest every time. Throughout the day will attend to guests utilizing the guest system and providing guests with our bed match technology to reduce guests' chances of picking the wrong mattress. Utilize all provided sales tools as it relates to the daily business (i.e., blue cards, measuring tape, etc.) as deemed appropriate to complete the sale. When appropriate provide customer with all finance and payment option programs (available in our Operation Guidelines).
Will assist guests throughout the day in the sale of mattress and bedding by modeling the Sit ‘n Sleep Experience (clean house, authentic welcome, framing the experience, makes it easy and lasting impression). Service the sale from inception through in home delivery or pick-up. Responsible for achieving minimum company requirements in all sales categories. Attend various product trainings, company meetings, and other miscellaneous trainings/enrollments in accordance with corporate calendar to maintain up to date job and company knowledge.
Prepares the store for business by maintaining the integrity of the store which includes merchandising, arranging beds, emptying trash, vacuuming and dusting on a daily basis. Maintain neat & clean organized workstations.
Utilize P-check and the 48 hour call ahead to ensure all invoice information is accurate prior to delivery. Initiate 48 hour after call to complete the circle of excellent guest service. Reviews previous day’s sales to re-verify information accuracy which is critical to promoting impeccable customer service. Follows up on company’s emails and phone calls regarding order changes, guest service needs, etc.
Sleep Consultants are to shop competition to compare products and services. Hang signs and banners around the showroom on an as needed basis, tag sale merchandise, and complete other various duties as assigned.
In order to promote a safe work and sales floor environment, Employees are to follow common sense safety practices, follow all safety procedures and report any unsafe condition to their Supervisor or Human Resources.
Competencies
Excellent time management skills and ability to multitask
Team player who works together with multiple teams to create effective solutions.
Attention to detail and problem solving
Strong organizational and planning skills
Excellent computer skills including Microsoft Office, Outlook,
Ability to work independently.
Work environment
Typical office environment with standard equipment and tasks.
Position requires work at a computer/video display terminal and desk for extensive periods of time.
Must Be Willing to Work Overtime, Holidays and Rotating Shifts.
Physical demands
The ability to work in a constant state of alertness and in a safe manner is required for this position this position.
Requires regular twisting/turning/squatting/bending/reaching/lifting and prolonged periods at a stationary/mobile work station.
Ability to lift 20 pounds.
Ability to maneuver packages of any weight above 20 pounds with appropriate equipment and/or assistance from another person.
Sit ‘n Sleep will reasonably accommodate qualified individuals with a disability so that they can perform the essential functions of a job unless doing so causes a direct threat to these individuals or others in the workplace and the threat cannot be eliminated by reasonable accommodation or if the accommodation creates an undue hardship to Sit ‘n Sleep. Applicants who require reasonable accommodations should submit a written request may contact the Human Resources Department via email at **************** or via telephone at ************.
Travel required
No travel required
Required education and experience
High school diploma required.
Work authorization requirements
Sit ‘n Sleep participates in the Department of Homeland Security U.S. Citizenship and Immigration Services' E-Verify program.
Affirmative Action (AA)/Equal Employment Opportunity (EEO) Statement
Sit ‘n Sleep is an AA/ EEO employer and prohibits discrimination and harassment against any applicant or employee on the basis of race, color, religion, national origin, citizenship, genetic information, age (except for bona fide occupational qualifications), sex, pregnancy (including childbirth or a related medical condition), disability, sexual orientation, gender identity, gender expression, marital status, military leave or service, status as a disabled veteran or other covered veteran status, participation in EEO protected activity, any other status protected by federal, state, or local law, or association with a person on the basis of one or more of the foregoing.
Other duties
Please note this is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
This is to acknowledge that I have received a copy of my and I understand that it contains information about my role and responsibilities. I agree to read and comply with the provided to me. I understand that the Company retains the right to make decisions involving employment as needed in order to conduct its work in a manner that is beneficial to the employees and the Company. I understand that this supersedes and replaces any and all prior s provided to me.
I understand that except for the policy of at-will employment, the Company reserves the right to revise, delete and add to the provisions of this at any time without further notice. I understand that no oral statements or representations can change the provisions of this . I understand that this is not intended to create contractual obligations with respect to any matters it covers and that this does not create a contract guaranteeing that I will be employed for any specific time period.
THIS COMPANY IS AN AT-WILL EMPLOYER. THIS MEANS THAT REGARDLESS OF ANY PROVISION IN THIS , THE COMPANY OR I MAY TERMINATE THE EMPLOYMENT RELATIONSHIP AT ANY TIME, FOR ANY REASON, WITH OR WITHOUT CAUSE OR NOTICE. NOTHING IN THIS JOB DESCRIPTION OR IN ANY DOCUMENT OR STATEMENT, WRITTEN OR ORAL, SHALL LIMIT THE RIGHT TO TERMINATE EMPLOYMENT AT-WILL. NO OFFICER, EMPLOYEE OR REPRESENTATIVE OF THE COMPANY IS AUTHORIZED TO ENTER INTO AN AGREEMENT—EXPRESS OR IMPLIED—WITH ME OR ANY EMPLOYEE FOR EMPLOYMENT FOR A SPECIFIED PERIOD OF TIME. ANY AGREEMENT TO EMPLOYMENT FOR A SPECIFIED PERIOD OF TIME WILL BE PUT INTO WRITING AND SIGNED BY THE PRESIDENT or CEO OF THE COMPANY.
Technical Employee Benefits Consultant
Benefits Consultant job 32 miles from Fountain Valley
ESSENTIAL JOB RESPONSIBILITIES include but are not limited to:
Supports and demonstrates IMA's core values
Values and understands the importance of diversity, equity, and inclusion among all IMA associates
Interacts professionally and timely with clients via email, phone and in-person
Maintains a book of complex self funded fully insured clients, providing both financial reporting and strategic leadership
Underwriting & Analysis
Provides customized benchmarking, contribution, disruption, network, stop loss deductible and GeoAccess analysis to include fully insured vs. self-funded analysis specific to client needs
Provides underwriting and IBNR analysis for medical/Rx, dental, vision, life and disability plans
Marketing, renewals, and partnership
Reviews department needs to assist with marketing template updates, RFP submissions, collection and management of data, along with individual review of complex marketing
Reviews department BOB to include review of renewals for fully insured, TPA, stop loss, PBM coverages, cost, and contract terms to ensure standards are met, determines trends, sets expectation and provides communications internally and externally
Negotiates with carriers based on the targeted goals
Engages and builds key carrier and vendor relationships
Reporting
Performs high degree of analysis to provide BOB trends or specific prospect/client needs, summarizing data to communicate in writing and through conversations with department, teams and clients/prospects
Presentation
Takes lead in client presentation of financial discussions and presents findings in meetings
Training & Mentorship
In all aspects of client relationships, mentors analysts and senior analysts to support associate growth and local expertise development in emerging markets
Manages workflow within unit
Supports Account Executives and Producers when solicitating new business
Regularly identifies opportunities to ensure quality standards, including implementation of best practices and peer review standards
REQUIRED EXPERIENCE AND SKILLS include but not limited to:
8+ years of similar or related experience
Prefer college graduate, 4-year degree or equivalent experience
Proficient with MS Office Suites with, with in-depth knowledge of Microsoft Excel
Managerial or leadership experience preferred
Attains Life and Health license & maintains through continuing education requirements
Moderate travel required (less than 25% - 50%)
Responsibility for executing the benefit division's strategic direction of analytic solutions and tools
Strong analytical (quantitative and qualitative) abilities
Identifies modifications to existing methodologies
Originates new concepts or innovation
Demonstrates ability to develop training for analysts
Responsibility for accuracy of analysis and peer review best practices
Ability to perform well under pressure, on multiple work streams, and with tight deadlines
Advanced communication and presentation skills
#LI-RH1
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Prior Criminal history will only be considered after a conditional job offer is made and accepted. Applicants will have the opportunity to explain the circumstances surrounding any convictions, provide mitigating evidence, or challenge the accuracy of the background report.
Salary Range$130,000—$160,000 USD
Compensation & Benefits
Being a part of IMA has its benefits. When you become part of the IMA family, you become eligible to take part in our valuable benefits and rewards package designed to benefit you, your family, and your life. Our plans are cost-effective, convenient and provide progressive ways for staying healthy, protecting loved ones, pursuing financial security and living a full and balanced life. This role is eligible for the following:
Annual Performance Bonus, Stock Purchase, Medical Plans, Prescription Drugs, Dental, Vision, Family Assistance Program, FSA, HSA, Pre-Tax Parking Plan, 401(k), Life/AD&D, Accident, Critical Illness, Hospital Indemnity, Long Term Care, Short-term Disability, Long-term Disability, Business Travel Accident, Identity Theft, Paid Time Off, Flexible Work Options, Paid Holidays, Sabbatical, Gift Matching, Health Club Reimbursement, Personal and Professional Development. In addition to our robust benefits package, the final offer amounts will depend on a variety of factors, including the candidate's geographic location, prior relevant experience, and their knowledge, skills, and abilities.
Why Join IMA?
We've built a reputation for putting our associates first
What if we told you that you could be an integral part of an entrepreneurial, expanding company, develop lasting relationships, earn competitive benefits, plus claim part ownership? It's this unique ownership business model that makes working at IMA so appealing.
We work in teams. We sell in teams. We win and prosper as a team
We provide support systems and resources that enable each of our associates to focus on what they do best. And as an independent company based in the Midwest, we're big enough to write business all over the world and small enough to implement your ideas quickly.
We are recognized nationally as a leader in our industry
2020-2023 Business Insurance Magazine Best Places to Work in Insurance
2023 Inc. Magazine's Best Workplaces
2023 Denver Business Journal's Best Places to Work
2022-2023 Connecticut Top Work Places
2021-2023 Inc. 5000's List of Fastest Growing Companies
2019-2022 Civic 50 Colorado Honoree Recognizing 50 Most Community-Minded Companies
2022-2023 Kansas City Business Journal's Best Places to Work
2021-2023 Charlotte Business Journal's Best Places to Work
2021-2023 Los Angeles Business Journal's Best Places to Work
2021-2023 The Salt Lake City Tribune Top Work Places
2021-2022 Puget Sound Business Journal's Washington's Best Workplaces
2021-2022 Wichita Business Journal's Best Places to Work, #1 in extra-large category
2021 Dallas Business Journal's Best Places to Work
2021 Alaska Journal of Commerce's Best Workplaces in Alaska
This Job Description is not a complete statement of all duties and responsibilities comprising this position.
The IMA Financial Group, Inc. 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, The IMA Financial Group, Inc. complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.
Benefits Consultant
Benefits Consultant job 30 miles from Fountain Valley
To be successful as a Benefits Consultant with People Corporation, you will need: * 5+ years' progressive experience in group benefits in a client facing or consulting capacity providing strategic and innovative solutions to clients' complex benefits challenges
* Deep expertise and understanding of the group benefits industry including funding arrangements and flex programs
* Experience in the public sector (hospitals, healthcare) is an asset
* Superior analytical and mathematical skills, strategic planning, communication, and listening skills
* Excellent organizational skills and the ability to multi-task and prioritize in a fast-paced environment
* A positive attitude and strong team player who works well with internal and external stakeholders
* A solution and results oriented individual who demonstrates excellent problem solving skills
* Ability to meet deadlines and provide deliverables as identified in a timely manner
* Completion of or the ability to complete the Life License Qualification Program (within 90 days of joining)
What's in it for you:
* Learn by working alongside our experts
* Extended health care and dental benefits
* A retirement savings plan with company contributions
* A suite of Health & Wellness offerings
* Mental Health programs and support for you and your family
* Assistance for the completion of industry designations
* Competitive compensation
At People Corporation we are committed to helping businesses succeed. We are a national provider of benefits, retirement, wealth, wellness, and human resource solutions. Our experts and solutions serve over 20,000 clients representing nearly 3 million Canadians. We offer customized solutions designed to fit the unique needs of businesses and their employees, members and stakeholders.
Providing an inclusive, accessible environment, where all employees and clients feel valued, respected and supported is something we're committed to. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an environment where every employee has the opportunity to reach their potential. If you require an accommodation or an alternative format of any posting please reach out to *****************************
Compensation & Benefits Manager (Bilingual)
Benefits Consultant job 11 miles from Fountain Valley
At TalentCount we believe Human Resources is the engine that influences the workforce towards success and a positive company culture creates the rhythm to any business. We take pride in hiring the most authenticated, high-EQ human resources and leadership professionals to influence company culture, objectives, and growth.
We are partnered with a progressive and culture-driven company in the South Orange County area seeking an experienced Compensation & Benefits Manager. This role is pivotal in managing the company's total rewards programs to attract, retain, and motivate top talent.
This is a temporary and hybrid (2 days WFH) position.
Core Duties:
Develop and execute a comprehensive total rewards strategy that aligns with the company's business goals and ensures our compensation and benefits packages remain competitive in the market.
Lead the analysis, design, and administration of compensation programs, including salary structures, incentive plans, and equity programs. Ensure compliance with all relevant laws and regulations.
Manage the payroll function for about 200-250 employees (multi-state).
Oversee the management of employee benefits programs, including health, retirement, and wellness plans. Continuously assess and enhance these programs to support employee well-being.
Create and manage recognition programs that celebrate and reward employees for their contributions, fostering a positive and engaged workforce.
Utilize data-driven insights to evaluate the effectiveness of total rewards programs and make recommendations for improvements or adjustments as needed.
Stay up-to-date with federal, state, and local regulations related to compensation and benefits, ensuring company's compliance at all times.
Develop and implement communication strategies to educate employees about their total rewards packages, ensuring they understand and appreciate the value of their benefits.
Supervise and mentor a team of compensation and benefits professionals, fostering their growth and development.
What we're looking for:
Bachelor's degree in Human Resources, Business, or a related field.
5-7 years of experience in compensation and benefits and payroll administration.
Must be Bilingual Spanish
Proficient with ADP Workforce Now.
Strong knowledge of compensation principles, benefits administration, and HR compliance.
Excellent analytical skills and the ability to interpret and present data effectively.
Outstanding communication and interpersonal skills.
A strategic thinker with the ability to align total rewards programs with organizational goals.
Employee Benefits Manager
Benefits Consultant job 34 miles from Fountain Valley
*Job Title: Benefits Manager Compensation - $115k-$130k* *Job Title: Benefits Manager* We're looking for a benefits Manager to oversee all our employee benefit programs. In this role, you'll make sure our benefits follow all regulations, handle vendor relationships, and help employees understand and use their benefits. You'll also recommend updates to keep our offerings competitive and cost-effective.
Key Responsibilities:
*Manage Benefits*
* Oversee benefit enrollments
* Ensure compliance with ACA
* Handle timely vendor payments
* Process year-end forms ADP
*Compliance*
* Keep up with federal, state, and local regulations
* Update internal processes to stay compliant
*Vendor*
* Work closely with brokers and insurance carriers
* Negotiate and secure the best services for employees
*Employee Communication*
* Explain benefit plans and policies
* Resolve questions and issues
* Provide clear, timely updates to employees and managers
*Research & Recommendations*
* Track employee needs and market trends
* Suggest new or improved benefits programs
* Provide cost projections for decision-making
Qualifications:
* Bachelor's degree in a related field or equivalent work experience
* Significant experience in a large retail environment
* Proficiency with ADP Workforce Now
MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at ...@themohrgrp.com
Employee Benefits Producer
Benefits Consultant job 34 miles from Fountain Valley
Job DescriptionDescriptionWe are seeking an energetic, driven and disciplined individual to join our Employee Benefits sales team. This role will give you the opportunity to work independently and in a fast-paced, dynamic team environment. You will work to develop, manage, and expand relationships with current clients and pursue new business opportunities with prospective clients. The ideal candidate will have excellent relationship building skills, is self-motivated, and highly
competitive.
Key Responsibilities
Generating leads through the development of professional relationships, cold calling, community involvement, existing clients, and internal referrals.
Developing new relationships with individuals responsible for insurance and risk management decisions at prospective clients.
Maintaining a consistently strong and active new business pipeline.
Aggressively identifying and pursuing cross-selling opportunities amongst existing clients.
Participating and taking leadership roles in targeted civic and professional associations.
Understanding our value proposition for each opportunity and aligning the firm’s resources and expertise with individual sales strategies.
Developing targeted coverage programs and providing proactive risk management advice that solves unique client challenges.
Maintaining consistent and high-quality touch points with clients and prospects.
Skills, Knowledge and ExpertiseHighly competitive
Detailed-oriented
Excellent communication (written and verbal) skills.
Excellent interpersonal and relationship building abilities.
Possess the ability to:
Lead when called upon to do so.
Inspire others.
Identify and leverage essential information and think in a critical and logical manner to solve
problems.
Multi-task in a fast-paced and dynamic environment.
Work in a client-centric strategic and decisive manner according to tight deadlines.
Computer skills including use of e-mail, Excel, Word and Internet Applications.
Education & Experience Requirements
Bachelor’s Degree or 2-5 years or relevant work experience in sales.
Proven track record of successfully developing a pipeline, cross-selling, executing on sales
strategies.
Possess a reputation as a client-centric sales professional.
Technical knowledge of insurance and risk management products and services.
Required Licensing or Certifications
Health & Life licensed required
Benefits Manager
Benefits Consultant job 5 miles from Fountain Valley
Job Description
Benefits Manager - Human Resources
Our client is a privately held industry leader with numerous locations throughout the United States. They are experience exciting growth and seeking a Benefits Manager to join their Human Resources team.
Summary:
This Benefits Manager role is responsible for managing the organization's employee benefits programs, ensuring compliance with federal, state, and local regulations, and supporting the organization in offering competitive, effective benefits. Reports to the Director, Human Resources
Essential Job Functions:
Benefits Plan Management: Oversee all benefits plans, including employee enrollments, to maintain ACA compliance. Ensure timely payments to vendors and accurate processing of year-end 1094/1095 forms with ADP.
Compliance: Manage monthly ACA compliance and year-end reporting with ADP. Stay current on federal, state, and local legal requirements, implementing updates as necessary to maintain compliance.
Vendor Relations: Build and maintain strong relationships with benefits vendors, including brokers and insurance carriers, to negotiate and secure optimal services for employees.
Employee and Management Communication: Provide clear and timely information to employees regarding benefits, compensation, and policies. Interpret policies to resolve questions and issues and to assist employees with benefit-related inquiries.
Benefits Analysis and Recommendations: Evaluate employee needs and trends to make recommendations to management on current and potential benefits programs. Provide data-driven insights and cost projections to aid in decision-making.
Consultation and Market Research: Identify benefit options by researching industry standards and consulting with experts, ensuring the organization remains competitive in its benefits offerings.
Team Leadership: Manage and mentor benefits staff, offering coaching and guidance to support their professional growth.
Reporting and Analysis: Compile and analyze data to prepare special reports, summarizing trends and providing actionable insights.
Additional Duties: Perform other duties as assigned to support the HR and benefits functions.
Qualifications/Skills:
Bachelor's degree in Human Resources, Business, Finance or related field or equivalent experience.
Significant experience in a retail environment with a large employer.
Proficiency with ADP Workforce Now.
Strong verbal and written communication abilities.
Excellent interpersonal and customer service skills.
Strong organizational skills and attention to detail.
Effective time management skills with a track record of meeting deadlines.
Strong analytical and problem-solving capabilities.
Ability to prioritize tasks and delegate effectively.
Many of our job openings can be viewed at **********************************************
Proficiency in Microsoft Office Suite (or similar software)
Benefits Manager [HR] for a large Consumer Products | Retail Company
Benefits Consultant job 11 miles from Fountain Valley
Benefits Manager - Human Resources
Our client is a privately held industry leader with numerous locations throughout the United States. They are experience exciting growth and seeking a Benefits Manager to join their Human Resources team.
Summary:
This Benefits Manager role is responsible for managing the organization's employee benefits programs, ensuring compliance with federal, state, and local regulations, and supporting the organization in offering competitive, effective benefits. Reports to the Director, Human Resources
Essential Job Functions:
Benefits Plan Management: Oversee all benefits plans, including employee enrollments, to maintain ACA compliance. Ensure timely payments to vendors and accurate processing of year-end 1094/1095 forms with ADP.
Compliance: Manage monthly ACA compliance and year-end reporting with ADP. Stay current on federal, state, and local legal requirements, implementing updates as necessary to maintain compliance.
Vendor Relations: Build and maintain strong relationships with benefits vendors, including brokers and insurance carriers, to negotiate and secure optimal services for employees.
Employee and Management Communication: Provide clear and timely information to employees regarding benefits, compensation, and policies. Interpret policies to resolve questions and issues and to assist employees with benefit-related inquiries.
Benefits Analysis and Recommendations: Evaluate employee needs and trends to make recommendations to management on current and potential benefits programs. Provide data-driven insights and cost projections to aid in decision-making.
Consultation and Market Research: Identify benefit options by researching industry standards and consulting with experts, ensuring the organization remains competitive in its benefits offerings.
Team Leadership: Manage and mentor benefits staff, offering coaching and guidance to support their professional growth.
Reporting and Analysis: Compile and analyze data to prepare special reports, summarizing trends and providing actionable insights.
Additional Duties: Perform other duties as assigned to support the HR and benefits functions.
Qualifications/Skills:
Bachelor's degree in Human Resources, Business, Finance or related field or equivalent experience.
Significant experience in a retail environment with a large employer.
Proficiency with ADP Workforce Now.
Strong verbal and written communication abilities.
Excellent interpersonal and customer service skills.
Strong organizational skills and attention to detail.
Effective time management skills with a track record of meeting deadlines.
Strong analytical and problem-solving capabilities.
Ability to prioritize tasks and delegate effectively.
• Proficiency in Microsoft Office Suite (or similar software)
Compensation Manager
Benefits Consultant job 16 miles from Fountain Valley
We're seeking a skilled and experienced Compensation Manager to join our Total Rewards team. You'll help design and manage compensation programs that attract, retain, and reward top talent. This role will work closely with HR, Talent Acquisition, and business leaders and will serve as a trusted advisor on compensation strategy and best practices.
What will you do?
* Compensation Strategy & Analysis
* Conduct advanced compensation analyses to support salary structures, market pricing, and pay equity.
* Lead job evaluations, leveling, and market benchmarking to align roles with company strategy.
* Build dashboards, reports, and models to share compensation trends and insights with leadership.
* Monitor market trends, best practices, and legal requirements to ensure compliance and competitiveness.
* Partnership & Consultation
* Collaborate with HRBPs, Talent Acquisition, and leaders to provide guidance on offers, promotions, and salary adjustments.
* Act as a compensation subject matter expert and advisor across the organization.
* Program & Process Management
* Lead the annual compensation review process, including merit increases, promotions, bonuses, and equity awards.
* Oversee the development and maintenance of our job architecture and leveling frameworks.
* Manage rewards and recognition programs and their supporting systems.
* Cross-Functional Collaboration
* Work with Payroll, Finance, HR, and IT to ensure accurate data and alignment with budgets.
* Serve as project manager for function-specific leveling guide creation and updates.
* Education & Enablement
* Develop inclusive communications that help managers and employees understand and engage with our compensation philosophy and tools.
* Support training and resources to drive program adoption and transparency.
* Team Leadership
* May mentor junior team members and help improve compensation tools, systems, and processes.
How will you get there?
* Bachelor's degree in HR, Business, Finance, Economics, or related field (Master's or CCP preferred)
* 8+ years of compensation analysis experience, including job evaluation, leveling, and market pricing
* Advanced Excel skills and experience with compensation/HR tools (e.g., Oracle HCM Cloud, Radford, JDXpert)
* Strong analytical, communication, and stakeholder management skills
* Ability to manage multiple projects in a fast-paced, deadline-driven environment
* Detail-oriented with excellent problem-solving and data storytelling capabilities
Global Benefits Manager
Benefits Consultant job 34 miles from Fountain Valley
About Us
At CloudKitchens, we are revolutionizing the food industry by providing innovative kitchen solutions for restaurants and food entrepreneurs. Our mission is to empower culinary creators to thrive in a dynamic and growing market. We believe our team is our greatest asset, and we are dedicated to fostering an environment where everyone can succeed.
Position Overview
We're looking for a passionate and driven Global Benefits Manager and Center of Excellence Leader who brings deep operations and program management experience and a love for designing people-centric programs. You'll own the end-to-end lifecycle of our global benefits programs and lead our Center of Excellence to drive consistency, innovation, and operational excellence at scale
Key Responsibilities
Lead the Global Benefits COE
Act as the go-to operational expert and leader on benefits programs: build playbooks, templates, and service-delivery standards.
Coach and enable regional analysts through regular cadences, training materials, and shared best practices.
Design & Run People-First Programs
Translate high-level HR and business goals into tangible, scalable benefits offerings; Global consistency and localization where it matters
Map processes end-to-end, identify friction points, and iterate on workflows to elevate employee experience.
Data, Benchmarking & Strategic Analysis
Build dashboards and run deep-dive analyses to monitor utilization, cost trends, and satisfaction metrics and drive data-informed decisions
Lead quarterly market research to ensure our programs remain competitive, compliant, and aligned to regional needs.
Cross-Functional Collaboration
Partner with HRBPs, finance, legal, and business leaders to gain alignment on program design and rollout.
Drive change management: craft clear, engaging communications (town halls, FAQs, localized guides).
Vendor & Renewal Management
Oversee multi-country renewals-coordinating timelines, budgets, and compliance checks.
Negotiate service agreements, set SLAs, and conduct regular business reviews with carriers and external partners.
Compliance & Risk Monitoring
Stay informed on global labor laws, data-privacy requirements, and regulatory changes ensure our programs and decisions are compliant
Advise on local nuances and ensure program documentation and operations meet legal standards.
Qualifications
Must-Haves
Bachelor's degree in Business, Operations, Organizational Behavior or related field.
7-10 years of total work experience, including 4-6 years in operations management, people operations or data-driven HR generalist roles
Exceptional analytical and strategic thinking-comfortable analyzing data, testing hypotheses, and making data-informed recommendations
Demonstrated passion for designing and running employee programs
Strong project management skills, able to juggle multiple global initiatives and timelines
Outstanding communication and interpersonal skills, with a track record of influencing without direct authority
Familiarity with HRIS platforms, basic BI or reporting tools, and process-mapping techniques
Experience working across multiple regions internationally
Nice-to-Haves
2+ years in benefits program design or administration-ideally with some global scope.
Hands-on experience negotiating renewals and managing broker or carrier relationships.
Knowledge of international labor laws, compliance frameworks, or data-privacy regulations.
Certifications such as PMP, SHRM-CP, or PHR.
What You Need to Know
This is an onsite role based at our Los Angeles headquarters. We believe that people do their best work when they are together. As a company at the forefront of innovation, we thrive on collaboration and the exchange of ideas. When you're constantly innovating, changing how an industry works, and inventing new products and processes-as we are-you perform better as a team in person. We look forward to sharing more about a fulfilling career at CloudKitchens.
Retirement Benefits Manager (Member Services Department)
Benefits Consultant job 47 miles from Fountain Valley
Under administrative direction, the Retirement Benefits Manager oversees the personnel and operations responsible for administering retirement benefits, including service retirements and refunds. This includes managing a diverse team, including Retirement Specialists and Technicians, who provide direct support to members navigating the retirement process and refunding contributions. The Retirement Benefits team plays a critical role in ensuring compliance with applicable laws and regulations while delivering high-quality service to SBCERA members.
The manager ensures that daily work is completed efficiently and accurately while maintaining appropriate coverage for in-person and virtual consultations, member inquiries, and application processing. They provide leadership and direction to the team, refine and improve processes, and ensure the delivery of exceptional customer service. Responsibilities include addressing escalated member concerns, managing special projects, coordinating cross-functional tasks, and driving continuous improvement efforts. The Retirement Benefits Manager also develops, collects, and reports key performance metrics and ensures compliance with all governing laws and policies. Performs other duties as assigned.
EXAMPLES OF DUTIES
Duties may include, but are not limited to, the following:
Provides day-to-day leadership and collaborates with the Retirement Benefits team to ensure a high-performance, member-focused work environment that aligns with SBCERA's mission, strategic plan, goals, objectives, and core values.
Responds to member calls and emails as needed, including addressing escalated member concerns; resolves complex member-related issues requiring a high degree of sensitivity, sound judgment, and professionalism.
Analyzes and reports on retirement trends, application processing times, and metrics using SBCERA's pension administration system (PensionGold) and other available tools.
Participates in the development and implementation of goals, objectives, policies, and priorities for assigned services and programs; identifies resource needs and recommends policies and procedures to ensure alignment with SBCERA's strategic plan.
Supervises, trains, and evaluates the performance of assigned staff; establishes performance requirements and professional development goals; monitors progress, provides coaching, and implements best practices to ensure consistent and excellent service delivery.
Ensures sufficient staffing coverage for member consultations, application processing; identifies and addresses performance issues; fosters an environment of continuous improvement by encouraging ideas and implementing solutions to enhance performance and the member experience.
Works with Information Systems staff to design, evaluate, and implement system enhancements for retirement processing, telecommunication tools, and other technology applications; defines system requirements, oversees implementation, and ensures user training and adoption.
Coordinates and attends meetings, training sessions, and workshops with the Retirement Benefits team, other departments, contractors, vendors, and external agencies as needed.
Applies Continuous Improvement principles to department plans, processes, and performance measures, ensuring alignment with SBCERA's strategic plan and fostering a culture of innovation and efficiency.
Develops, monitors, and evaluates performance indicators, key metrics, and processing statistics to improve service delivery; participates in performance assessments and integrates feedback to optimize operations.
Prepares and maintains a variety of records, reports, and operational documents; ensures accurate and consistent reporting of functional performance metrics and evaluates member and industry trends to recommend and implement improvements.
Performs other related duties as assigned.
MINIMUM QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential function. The requirements listed below are representative of the knowledge, skill, and/or ability required.
Knowledge of:
Principles and practices of effective communication, including active listening, clear and concise verbal and written communication, and adapting messaging to diverse audiences.
Strategies for fostering open dialogue, providing constructive feedback, and resolving conflicts effectively.
Principles and practices of employee supervision, including work planning, performance evaluation, training, and disciplinary procedures.
Effective leadership principles and practices to foster motivation, guidance, and accountability.
Administrative principles and methodologies, including goal setting, program development, and implementation strategies.
Laws and regulations governing public retirement systems, including the County Employees Retirement Law of 1937 (CERL) and the California Public Employees' Pension Reform Act of 2013 (PEPRA).
Customer service strategies and techniques to deliver an exceptional member experience.
Office and records management practices and procedures, including both paper and electronic filing systems.
Modern business tools, including computers, communication equipment, and relevant software for task coordination and project management.
Practices and principles of process mapping, continuous improvement frameworks, and alignment with core organizational values.
Ability to:
Select, supervise, train, and develop staff; ensure work is performed effectively; evaluate performance objectively and constructively; and provide coaching for improvement.
Develop and implement goals, objectives, practices, policies, procedures, and work standards to support department operations.
Provide administrative, managerial, and professional leadership for SBCERA's Retirement Benefits functions.
Define issues, analyze member problems, evaluate alternatives, and develop sound conclusions and recommendations for operational improvements.
Utilize effective problem-solving skills to address team performance challenges and resolve member issues.
Communicate clearly, concisely, and effectively in both individual and group settings, tailoring communication style to the audience, including staff, leadership, members, and external partners.
Manage and maintain sensitive and confidential information with the utmost discretion.
Understand, interpret, explain, and apply complex laws, policies, and regulations; reach sound decisions in alignment with organizational policies.
Organize work independently, prioritize tasks, meet critical deadlines, and follow through on assignments with minimal supervision.
Establish, maintain, and foster positive and effective working relationships with internal and external stakeholders.
Education, Experience and License/Certificate:
A combination of education, experience and license/certificate that would likely provide the required knowledge and abilities may be qualifying. A typical way to obtain the knowledge and abilities would be:
Education: A bachelor's degree from an accredited college or university in business administration, public administration, finance, or a related field is required. A master's degree in a related field is desirable.
Experience: A minimum of five (5) years of progressively responsible experience in retirement benefits administration, pension operations, or a similar member-focused environment, including at least two (2) years in a supervisory or management role. Experience in a public sector retirement system or similar organization is highly desirable.
Additional years of experience as described above may substitute for the education requirement on a year-for-year basis.
Licenses; Certificates; Special Requirements:
Possession of a valid California Class C driver's license and a satisfactory driving record.
Certifications related to retirement administration, quality assurance, or process improvement are desirable but not required.
SUPPLEMENTAL INFORMATION
This position is open until filled.First Application Review Date: April 10, 2025
Phone interviews will be conducted throughout the application period for those candidates most closely meeting the needs of SBCERA.
In-person interviews are tentatively scheduled for the week of April 28, 2025 with finalist interviews tentatively scheduled for May 8, 2025.
Applications must include a resume and cover letter. The information you provide will be used to verify and evaluate your job qualifications. Failure to submit the required materials and/or to provide information that clearly demonstrates possession of the above job qualifications will result in disqualification.
There will be a competitive evaluation of qualifications based on a review of all application materials submitted. Applicants must clearly describe their experience in the areas designated. Those who demonstrate exceptional qualifications in the competitive evaluation will be invited to continue in the selection process which may include written and/or performance examinations, oral interviews and/or other related evaluation methods.
Prior to employment, the prospective candidate must successfully complete a thorough background review, including being fingerprinted, as well as a medical examination, which will include a drug/alcohol screening. The resulting report of your conviction history, (if any), will be evaluated along with the other information received in connection with your application. Except as otherwise required by law, a criminal conviction will not necessarily disqualify you from the position. The nature, date, surrounding circumstances, and the relevance of the offense to the position applied for may, however, be considered.
This position is "at will" and serves at the pleasure of the Chief Executive Officer.
Hybrid/Telework and Flexible Work Schedule:This position may be eligible for a hybrid working schedule with 3 days in the office and 2 days working remotely.
Employee Benefits Account Manager (Select Business Unit)
Benefits Consultant job 11 miles from Fountain Valley
Full-time Description
Our Select Business Unit specializes in providing employee benefits solutions to small groups ranging from 2 to 100 employees. The Employee Benefits Account Manager in this division is responsible for managing a mix of accounts-some in partnership with an Account Executive and others independently. This role includes coordinating renewals and marketing efforts, serving as the primary point of contact for day-to-day service needs, and ensuring clients receive responsive, personalized support. Success in this position requires a strong understanding of benefits products, attention to detail, and the ability to build and maintain trusted client relationships.
Standards of Performance
Consistently adhere to high professional standards, exemplifying the company's mission and core values in all daily activities.
Maintain strict confidentiality regarding all information concerning clients, carriers, and other sensitive company related information.
Exhibit leadership qualities and set a positive example for others, inspiring team members to excel and fostering a culture of continuous improvement.
Demonstrate outstanding customer service skills both internally and externally through effective communication, respect, and integrity in all interactions.
Demonstrate a proactive commitment to personal and professional development by actively seeking out and engaging in various learning opportunities. This includes participating in relevant training programs, attending workshops, seminars, and webinars, and regularly reading articles in industry publications to stay updated with the latest trends and best practices.
Display a positive and respectful attitude while working collaboratively with colleagues, actively contributing as a team member to achieve departmental and companywide objectives.
Essential Duties & Responsibilities
Collaborate with Account Executives to manage client relationships, delivering exceptional service throughout all phases of the client lifecycle.
Independently manage a designated book of business, ensuring timely and effective support for all client needs.
Develop and execute strategic plans for new and renewing benefit programs, including timelines, project plans, and client presentations.
Lead and coordinate the renewal, RFP, and marketing process-analyzing carrier options, negotiating rates, and recommending plan designs that align with client goals.
Serve as the primary point of contact for benefit-related inquiries, supporting clients with plan administration, claim issues, eligibility, and compliance.
Partner with Account Executives to implement wellness initiatives and manage regulatory requirements such as ACA, COBRA, and ERISA compliance.
Prepare and deliver client materials including service calendars, stewardship reports, and claims/utilization reporting.
Coordinate and manage all aspects of Open Enrollment, including employee education sessions and the creation of communication materials.
Ensure accurate and timely delivery of carrier documents, plan summaries, and compliance notices in accordance with applicable laws and regulations.
Build and maintain strong relationships with carriers, vendors, and internal teams to support client objectives and resolve issues efficiently.
Assist with benefit technology implementations and renewals by coordinating with internal technology and implementation teams.
Identify opportunities to enhance the client relationship through additional services, products, or process improvements.
Stay current on industry trends, regulatory updates, and emerging benefit strategies; educate clients accordingly.
Serve as a subject matter expert in at least one area of benefits, acting as a resource for both clients and internal team members.
Maintain organized and accurate documentation within the Agency Management System.
Participate in department initiatives, team meetings, and ongoing professional development to enhance knowledge and contribute to team success.
Perform other duties as needed to meet the evolving needs of clients and the department.
Requirements
Qualifications/Requirements
Bachelor's degree in business, human resources, healthcare administration, or other related fields is preferred.
A minimum of 3 years of relevant experience in the insurance industry, with a focus on employee benefits account management.
Hold current and valid California Life/Health insurance license.
Hold at least one professional designation, such as CEBS, GBA, REBC or other relevant programs or the ability and willingness to attain designation within 18 months.
In-depth understanding of employee benefits insurance products, coverages, and policies.
Excellent communication and customer service skills, with the ability to build and maintain strong client relationships.
Strong analytical and problem-solving skills to conduct risk assessments, analyze coverage needs, and propose suitable solutions.
Ability to manage multiple client accounts simultaneously, ensuring accurate and timely policy processing and documentation.
Demonstrate ability to work collaboratively with colleagues and underwriters to achieve departmental and company goals.
Proficiency with the Microsoft Office Suite. Prior experience with AMS 360 and Image Right preferred.
Proficiency in orchestrating and hosting virtual meetings using platforms like Teams and Zoom, encompassing the capability to share screens and deliver presentations (e.g., PowerPoint, Proposals, etc.).
Physical Demands & Work Environment
Ability to sit for extended periods and perform computer-related tasks.
Must have the ability to push, pull, lift, and carry up to 25 pounds.
Occasional bending, reaching, and stretching to retrieve files or items from shelves or cabinets.
Ability to operate office equipment such as photocopiers, scanners, and printers.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Salary Description $70,000 to $75,000
Employee Benefits Account Manager
Benefits Consultant job 9 miles from Fountain Valley
Job DescriptionEmployee Benefits Account Manager - Japanese Bilingual
Full-time | Remote & Flexible Hours | Cypress, CA (remote) Japanese English Bilingual
About the Role of Employee Benefits Account Manager
We are seeking a Japanese-English bilingual Employee Benefits Account Manager to join our team. This role involves working closely with corporate clients, primarily Japanese companies, to support and manage group benefits plans such as health, dental, vision, disability, and retirement plans. If you are looking for a flexible work environment and enjoy building long-term client relationships, this is the job for you!
Key Responsibilities
Serve as the main point of contact for corporate clients regarding employee benefits
Prepare quotes and proposals for group insurance plans (health, dental, retirement, etc.)
Coordinate the implementation, renewal, and modification of insurance policies
Support client employees with benefits-related questions in both Japanese and English
Collaborate with internal teams and handle administrative documentation and data management
Qualifications
Fluent in both Japanese and English (Business Level)
Prior experience in the insurance industry or employee benefits field is preferred
Insurance-related licenses or certifications are a plus
Proficiency in Microsoft Office (Excel, Word, etc.)
Experience working with Japanese companies is a plus
Must be authorized to work in the U.S.
Work Hours
9:00 AM - 6:00 PM (Monday through Friday)
*
Flexible schedule available
Compensation
$45,000 $60,000 per year (DOE)
*Compensation will be determined based on experience and qualifications.
Benefits
Bonus and salary raise opportunities
Health, dental, vision, and life insurance
401(k) retirement plan
Paid time off (PTO) and sick leave
Why Join Us?
Flexible and remote-friendly work culture
Meaningful work supporting businesses and their employees
Opportunities to grow in the employee benefits and insurance field
A supportive, bilingual team environment
*Please feel free to contact me about the position!
Saki Abe: *************************
Employee Benefits Specialist
Benefits Consultant job 11 miles from Fountain Valley
Seeking a CA Life and Health Licensed small and large group EB AM for a private national broker working hybrid out of Irvine, CA.
Collaborate with Account Executives to manage client relationships, providing exceptional service throughout all phases of the client lifecycle.
Develop and execute strategic approaches for new and renewing benefit plans, including timelines, project plans, and presentations.
Oversee and coordinate the renewal, RFP, and marketing process, ensuring carrier selection, plan design, and financial negotiations meet client needs.
Partner with the Account Executive(s) to implement wellness programs and manage compliance requirements.
Act as the main client contact for benefit-related inquiries, providing support for plan administration, claims, and compliance issues.
Lead the preparation and delivery of client service plans, annual stewardship reports, and utilization or claim reporting.
Coordinate and execute all aspects of Open Enrollment, including employee education presentations and the development of communication materials.
Ensure accurate and timely delivery of carrier and compliance documents to clients, maintaining adherence to federal, state, and local regulations.
Build strong relationships with carriers and vendors to secure optimal results for clients.
Support client technology needs by collaborating with internal teams on benefit system implementations and renewals.
Identify opportunities for upselling or cross-selling additional services to support account growth and retention.
Stay informed on legislative and industry changes, educating clients on compliance and emerging trends.
Act as a subject matter expert in at least one complex benefit topic, serving as a resource for the team and clients.