Account Manager
Benefits:
401(k)
Bonus based on performance
Competitive salary
Dental insurance
Health insurance
Opportunity for advancement
Paid time off
Training & development
Vision insurance
Position Overview:
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
Compensation:
$60,000 – $85,000 annually (negotiable based on experience)
Bonus and commission opportunities
This is a remote position.
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