Role Description Are you an experienced Employee Benefits professional who enjoys building relationships and making a real impact for clients? We’re looking for a licensed Employee Benefits Account Manager to join our team and help support a growing book of business. In this role, you’ll work closely with clients to manage their benefits programs, guide them through renewals and open enrollment, and ensure a smooth, positive experience for both employers and their employees. If you’re organized, knowledgeable in group benefits, and enjoy a mix of client interaction and behind-the-scenes coordination, this could be a great fit. What You’ll Do: - Manage a portfolio of employee benefits accounts and serve as a trusted point of contact - Prepare and present renewal options, including plan comparisons and cost analysis - Support clients during open enrollment and assist with employee communications - Help employees with benefit questions and claims support - Coordinate enrollments, terminations, and policy updates - Assist with onboarding new groups and gathering necessary documentation - Ensure a smooth day-to-day experience for clients and their teams - Stay up to date on industry guidelines and compliance requirements Qualifications - Active California Life & Health license (or ability to obtain) - 3+ years of experience in employee benefits or group account management - Strong understanding of medical, dental, vision, life, and disability plans - Great communication skills and a client-first mindset - Highly organized and able to manage multiple accounts at once - Comfortable working both independently and as part of a team - Proficiency in Microsoft Office (especially Excel and Outlook) - Experience in using Employee Navigator Benefits - 401(k) - Bonus based on performance - Competitive salary - Dental insurance - Health insurance - Opportunity for advancement - Paid time off - Training & development - Vision insurance Company Description

Role Description We are seeking a full-time, licensed, and experienced Employee Benefits Account Manager to join our team. In this role, you will support a portfolio of clients by managing their employee benefits programs, ensuring compliance, and delivering a high level of service throughout the policy lifecycle. This position is ideal for someone who is detail-oriented, knowledgeable in group benefits, and enjoys building strong client relationships while managing multiple accounts. Responsibilities - Prepare renewal and marketing reports comparing employee benefits plans, coverage options, and costs - Assist with annual open enrollment meetings and client presentations - Draft and distribute client communications, including correspondence and compliance notices - Calculate employee contributions and develop contribution strategies aligned with client budgets - Collect and organize new client information and onboarding documentation - Assist with group applications, policy changes, and terminations - Support client employees with benefit questions and claims resolution - Oversee enrollments, terminations, and COBRA/Cal COBRA notifications - Ensure compliance with regulatory requirements including HIPAA, COBRA, ERISA, ACA, and applicable state/federal laws - Collaborate with internal teams and perform additional duties as needed Qualifications - Active California Life/Health license (required or ability to obtain) - Minimum 3+ years of experience in small and/or large group benefits account management - Strong knowledge of medical, dental, vision, life, and disability plans - Excellent written and verbal communication skills - Highly organized with strong time-management abilities - Ability to manage multiple priorities and meet deadlines in a fast-paced environment - Self-motivated and able to work independently - Experience in using Employee Navigator - Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint) - Associate’s degree required; bachelor’s degree preferred - Spanish bilingual skills are a plus Requirements - $60,000 – $85,000 annually (negotiable based on experience) - Bonus and commission opportunities - This is a remote position. Benefits - 401(k) - Bonus based on performance - Competitive salary - Dental insurance - Health insurance - Opportunity for advancement - Paid time off - Training & development - Vision insurance

• Client-facing sales role responsible for revenue generation, customer relationship and EFX engagement within the account; demonstrates ability to expand customer/partner reliance on EFX as a trusted advisor. • Fosters and maintains customer/partner trust by developing strong working relationships with client economic buyers, decision makers, and influencers. • Drive strong pipeline development and sales execution; orchestrates EFX resources efficiently to drive sales and revenue growth of a full Equifax solutions portfolio. • Engages on standard through semi-complex solutions in a consultative manner with buyers, decision makers, and influencers to learn their business, anticipate needs and position solutions; • Delivers customer value and satisfaction across the full customer/partner lifecycle; Identifies, develops, manages, and closes customer opportunities spanning all EFX solutions; leverages resources across multiple functional areas to move opportunities forward and maintain customer satisfaction. • Manages a broad pipeline of customers, handles customer business reviews, RFI/RFP response, contracting and negotiation and account strategy and planning activities.

We are currently looking for an Account Manager to join the LSEG Customer Connect Sales team. This role will be required to cover German speaking clients. You will manage an existing portfolio of Financial Buy Side and Sell Side customers with a strong focus on revenue retention and gross sales. You are responsible for organizing a strategic approach to retain existing revenue and generate new gross revenue sales, mainly remotely, via calls and e-mail, social media and other digital communication tools. The successful candidate will be a resourceful, motivated individual with a high level of intellectual curiosity, especially towards the financial markets. Sense of ownership, proactivity and strong ambition are prerequisites for successful application for the role. Responsibilities Include: - Manage, retain and grows revenue from the book - Establish strong, long-term customer relationships, and cultivate new business opportunities - Maintain relationships with key decision makers and build a strong reputation in German speaking financial market - Develop a high velocity and high-speed mindset to multiply touch points with customers and answer with an high reactivity to their inquiries - Develop and proactively implement retention and growth-centric account strategies - Apply knowledge of business and its constituent workflows to conceive and position value-added solutions to promote sales and revenue growth - Collaborate and drive account team and/or other business units where required and have oversight of all account activities - Be responsible for forecasting, keep management in touch with accounts in a timely fashion, gather intelligence on competitor activity, and give feedback to other internal stakeholders - Act as point of contact for the clients and provide the client with accurate information in a timely manner - Diligently track customer activity in internal systems in order to execute on account strategy and identify additional opportunities Successful candidates will have the majority of the following skills and experience: - Good business acumen and a working knowledge of the financial industry - Fluent in English and German. - Shows autonomy, sense of ownership and initiative and has persuasive sales ability - Has the flexibility to adapt to a fast-changing environment and works well under pressure - A high level of energy, self-motivation, competitiveness, and a desire to positively impact the business - Selling skills (identity, develop and articulate simple to complex proposition/consultative selling) - Strong negotiating and influencing skills needed in order to handle objections and convert leads into prospects - Creative problem solver with an entrepreneurial spirit - Strong customer focus work ethic - Proven track record of sales or high achievements within a target driven environment - Graduate level education - A proven ability to learn quickly - Strong interpersonal skills, ability to develop and execute a sales plan, ability to use a variety of technology with a high level of proficiency - Problem solving--ability to understand, articulate, structure and solve client needs Career Stage: Senior Associate Compensation Information: LSEG is committed to offering competitive Compensation and Benefits. The anticipated annual gross base salary for this position is between zł134,200 - zł223,800. Please be aware base salary ranges may vary by geographic location. In addition to our offered base salary, this role is eligible for a Sales Incentive Plan, aligned with the company policy. Individual salary will be reflective of job-related knowledge, skills and equivalent experience. Benefits Information: LSEG roles (excluding internships) are typically eligible for inclusion in our LSEG Benefits program. To view the benefits available for the role you're applying for, please click here. This document provides a list of benefits by country. Simply click on the country where the role is based to view the relevant details. If you have specific questions or would like further details, these can be discussed during your interview. London Stock Exchange Group (LSEG) Information: Join us and be part of a team that values innovation, quality, and continuous improvement. If you're ready to take your career to the next level and make a significant impact, we'd love to hear from you. LSEG is a leading global financial markets infrastructure and data provider. Our purpose is driving financial stability, empowering economies and enabling customers to create sustainable growth. Our purpose is the foundation on which our culture is built. Our values of Integrity, Partnership, Excellence and Change underpin our purpose and set the standard for everything we do, every day. They go to the heart of who we are and guide our decision making and everyday actions. Working with us means that you will be part of a dynamic organisation of 25,000 people across 65 countries. However, we will value your individuality and enable you to bring your true self to work so you can help enrich our diverse workforce. We are proud to be an equal opportunities employer. This means that we do not discriminate on the basis of anyone’s race, religion, colour, national origin, gender, sexual orientation, gender identity, gender expression, age, marital status, veteran status, pregnancy or disability, or any other basis protected under applicable law. Conforming with applicable law, we can reasonably accommodate applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. You will be part of a collaborative and creative culture where we encourage new ideas. We are committed to sustainability across our global business and we are proud to partner with our customers to help them meet their sustainability objectives. Our charity, the LSEG Foundation provides charitable grants to community groups that help people access economic opportunities and build a secure future with financial independence. Colleagues can get involved through fundraising and volunteering. LSEG offers a range of tailored benefits and support, including healthcare, retirement planning, paid volunteering days and wellbeing initiatives. Please take a moment to read this privacy notice carefully, as it describes what personal information London Stock Exchange Group (LSEG) (we) may hold about you, what it’s used for, and how it’s obtained, your rights and how to contact us as a data subject. If you are submitting as a Recruitment Agency Partner, it is essential and your responsibility to ensure that candidates applying to LSEG are aware of this privacy notice.