Account Manager

Account Manager – Employee Benefits (Bilingual Spanish) Compensation range: $90-110K/year Order Type: Direct Hire Remote: Marin County, East Bay & San Francisco Travel Required About the Opportunity: Our client is seeking a Bilingual Spanish Account Manager with employee benefits experience to manage and grow a book of small and mid-sized group accounts. This position serves as the primary point of contact for clients, providing strategic guidance, benefit plan administration, renewals, compliance support, and exceptional client service. The role is primarily remote, with occasional travel throughout Marin County, San Francisco, and East Bay Area for client meetings and enrollments. Perfect Timing is a temporary staffing agency and direct hire recruiting firm that serves clients throughout the entire San Francisco Bay Area. We've been helping companies hire and people find jobs in the Bay Area for almost 40 years. Based in San Rafael, we specialize in temp, temp-to-hire, and direct hire placements across administrative support, accounting, finance, healthcare, government, and nonprofit sectors. Please apply below. Key Responsibilities: Client Relationship Management Serve as the primary contact for an assigned book of business Build strong client relationships and provide ongoing benefits consulting Respond promptly and professionally to client inquiries Ensure benefit programs align with client objectives and workforce needs Marketing, Renewals & Carrier Relations Market new and renewal employee benefit programs Prepare census data, surveys, proposals, and presentations Manage annual renewals, including analysis, negotiations, and client meetings Develop renewal communications and recommendations for clients Monitor renewal timelines and carrier follow-up Benefits Administration Oversee employee enrollments, terminations, and benefit changes Prepare plan comparisons, rate analyses, and benefit summaries Conduct new hire and open enrollment meetings, both virtually and in person Educate employees on benefit options and enrollment decisions Compliance & Problem Resolution Resolve claims, billing, eligibility, and carrier-related issues Assist clients with ACA reporting and compliance requirements Support compliance with ERISA, HIPAA, ACA, and California regulations Maintain strict confidentiality of sensitive client information Systems & Documentation Maintain accurate records in Ease, Salesforce, and related systems Partner with internal service teams to ensure documentation accuracy Review contracts, billing statements, and carrier documents Business Development Support Assist with presentations and proposals for prospective clients Participate in new client implementation activities Support additional projects and responsibilities as needed Qualifications: Required 3-5+ years of employee benefits or insurance industry experience Active California Life & Health Insurance License Bilingual Spanish/English required Strong knowledge of group health and employee benefit plans Excellent written and verbal communication skills Proficiency with Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) Valid California driver's license and reliable transportation Ability to travel locally throughout Marin County and San Francisco Preferred Experience with Ease and Employee Navigator Salesforce experience HubSpot experience a plus Experience managing small and mid-sized group benefit accounts Core Competencies Client relationship management Employee benefits expertise Analytical and problem-solving skills Regulatory compliance awareness Organization and attention to detail Communication and presentation skills Teamwork and accountability Work Environment: Remote position Travel required to client sites in Marin County and San Francisco approximately three times per month Professional, client-facing role requiring responsiveness, accuracy, and exceptional customer service Why Apply? This is an excellent opportunity for an experienced employee benefits professional who enjoys cultivating client relationships, managing renewals, and providing consultative service to employer groups. Join a growing organization that values expertise, professionalism, and outstanding client service. Perfect Timing Personnel Services Connecting exceptional talent with outstanding organizations throughout Marin, Sonoma, San Francisco, and the North Bay. Employment Type: Full Time Years Experience: 3 - 5 years Salary: $90,000 - $110,000 Annual Bonus/Commission: No