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

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