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
- Employee Navigator experience preferred
