Analysis Skills, Brokerage, Compensation and Benefits, Customer Relations, Disability Insurance, Employee Benefits, Insurance, Life Insurance, Partner Sales, Payroll Software/Services, People Management, Problem Solving Skills, Sales, Sales Prospecting, Sales Support, Systems Administration/Management, Technical Support, Underwriting
LOCATION
Irvine, CA
POSTED
1 day ago
Join an Independent Agency that is dedicated to REMAINING Independent!
We continue to Win Awards and Achieve Honors for our Culture, Industry Expertise, and Services
Leaders of Influence – Insurance by Orange County Business Journal (2023, 2025)
Central Coast Best Places to Work by Pacific Coast Business Times (2018-2026)
Diamond-level Family Friendly Workplace by San Luis Obispo Chamber of Commerce (2022)
50 Fastest Growing Companies by Pacific Coast Business Times (2018-2024)
Best Agencies to Work for by Insurance Journal (2017-2019, 2021)
NU Agency of the Year by National Underwriters and PropertyCasualty360 (2019)
Diamond-level Family Friendly Workplace by San Luis Obispo Chamber of Commerce (2022)
Broker Smackdown Winners/Regional Champions (M&G) at The Council Academy’s Broker Smackdown (2019, 2022)
How you will be Compensated
$35.00-$50.00/hr Depending on Experience
Medical, Dental Vision Insurance, we cover 98% of the premiums for most individual plans
Employee Assistance Program
Paid Time Off, Holidays, and Sick Time
Disability and Life Insurance
401(k) with match
Flexible Spending Plan
Flexible Working Hours
The Benefits Technology Partner serves as the client-facing technology partner for employee benefits systems: supporting system implementations, data feeds, and renewals. This role translates technology requirements into clear, actionable guidance for our clients. The Benefits Technology Partner works closely with our Sales and Service Teams, acting as a trusted partner for our clients, supporting them throughout the implementation process.
What you will Do:
Client Technology Partnership
Participate in benefits and payroll system implementation meetings, partnering directly with clients and internal teams
Distill, translate, and communicate benefit administration system configuration options
Supports benefits system implementations by acting as a second set of eyes on configuration decisions, helping ensure setup aligns with intended system functionality
Acts as department SME on outside benefit administration systems
Implementations & Data Integrations for Internal Benefits Administration System
Manage new Employee Navigator builds
Lead new payroll integrations from expectation setting through to "go live"
Align system setup with enrollment and renewal strategy
Sales & Renewal Support
Partner with Sales in prospecting meetings
Support complex renewals with data feeds or system changes
Cross Support
Provide support with renewal technology builds and client inquiries during peak periods
Who You Are:
You enjoy working with a variety of clients and teams
You care deeply about preserving the integrity of quality, policies, and procedures
You thrive when given the freedom to own independent assignments
You bring a serious commitment to technical precision
You excel at analytical work without sacrificing creative thinking
You love to be a problem solver
Qualifications
3+ years in Employee Benefits or Payroll technology
3+ years supporting benefits system implementation, renewal, or integration
3+ years of client-facing experience
Bachelor's Degree or equivalent professional experience