Employee Benefits Account Manager (Remote: Southern California)

Job Description

Job Description

Benefits Account Manager (Bilingual Spanish Required)

Overview We’re looking for a Benefits Account Manager to support a senior Account Executive and help manage a book of small group clients. This role will primarily focus on small group accounts, with occasional exposure to larger group business—offering a great opportunity to grow your experience over time.

You’ll be client-facing and hands-on with renewals, marketing, and open enrollment, while working closely with an experienced Account Executive who oversees the large group strategy.

Location: Remote – Must live near Corona, CA or Pasadena, CA (must be local for in-person meetings)

Salary: $90,000 - $100,000

What You’ll Do

• Manage day-to-day service for a portfolio of small group benefit clients
• Market benefit plans to carriers and analyze proposals
• Coordinate renewals, including gathering quotes and presenting options
• Lead and attend in-person open enrollment meetings
• Prepare and distribute enrollment materials (SBCs, summaries, compliance notices, etc.)
• Oversee implementations and carrier transitions for small group clients
• Communicate plan selections and updates to carriers and internal teams
• Ensure enrollment data and documentation are accurate and submitted on time
• Respond to client and employee questions with a high level of service
• Support compliance requirements (Medicare Part D, CMS filings, CAA reporting, etc.)
• Occasionally assist the Account Executive with large group accounts, gaining exposure to more complex plans and strategies
  

What We’re Looking For

• Experience supporting small group employee benefits (2–100 lives)
• Strong attention to detail and ability to manage multiple priorities
• Comfortable in a fast-paced, client-facing environment
• Clear and professional communication skills
• Proficiency in Microsoft Word and Excel
• Bilingual in English and Spanish (required)
• Active California Life & Health license
• Must be located within the Corona to Pasadena corridor and able to attend in-person meetings

Company Description

About Us
Insurance Search Specialists is dedicated to helping talented insurance professionals find the right opportunities with national, regional, and local insurance brokerages.

With over 25 years of experience in the industry, we are committed to connecting insurance professionals with the right brokerages. We focus on presenting smart career opportunities to our candidates, and we only introduce the best talent to our clients.

We specialize in Commercial Lines Insurance, Personal Lines/Private Client, and Employee Benefits, and our mission is to ensure that our clients and candidates find the perfect match for their needs.

Contact us today to learn how we can help you take the next step in your career.

Company Description

About Us\r\nInsurance Search Specialists is dedicated to helping talented insurance professionals find the right opportunities with national, regional, and local insurance brokerages. \r\n\r\nWith over 25 years of experience in the industry, we are committed to connecting insurance professionals with the right brokerages. We focus on presenting smart career opportunities to our candidates, and we only introduce the best talent to our clients.\r\n\r\nWe specialize in Commercial Lines Insurance, Personal Lines/Private Client, and Employee Benefits, and our mission is to ensure that our clients and candidates find the perfect match for their needs.\r\n\r\nContact us today to learn how we can help you take the next step in your career.