Account Manager

3. Account Manager# Account Manager**Perfect Timing Personnel Services, Inc.**819 A St, San Rafael, CA 94901, USA Start Date03/26/2026Order Type : DirectHireAccount ManagerThe Account Manager is responsible for the strategic management and servicing of an assigned book of employee benefits clients. This mid- to senior-level role oversees day-to-day client relationships, benefit plan administration, renewals, compliance support, and the marketing and placement of employee benefit programs. The Account Manager serves as a primary client contact and is expected to deliver proactive, consultative service while ensuring accuracy, compliance, and exceptional client experienceKey ResponsibilitiesClient Relationship Management* Serve as the primary point of contact for assigned clients* Provide comprehensive account management and ongoing consultation.* Monitor client objectives and ensure benefit programs align with organizational goals and workforce needs* Respond to client inquiries promptly, professionally, and accuratelyMarketing, Renewals & Placement* Market and place new benefit lines of coverage and replacement coverage for existing plans* Coordinate carrier marketing efforts, including census preparation, surveys, proposal development, and presentations* Manage all aspects of annual renewals, including advance planning, carrier negotiations, client meetings, renewal analyses, and written renewal communications* Monitor renewal timelines and request renewals from carriers well in advanceBenefits Administration & Enrollment* Oversee group benefit plan administration, including employee additions, terminations, and changes* Prepare benefit comparisons, rate analyses, and plan summaries* Conduct new hire enrollment meetings and annual Open Enrollment meetings, in person or via virtual platforms such as Zoom or Microsoft Teams* Educate employees on benefit options and support informed decision-makingSystems, Data & Documentation* Maintain accurate and current client and employee data in systems including Ease, Salesforce, and shared client file repositories* Ensure documentation accuracy and oversee workflow coordination with internal team members responsible for data entry* Partner with Client Service Representatives to review contracts, booklets, billing statements, and carrier documentationCompliance & Problem Resolution* Address complex benefit plan questions and resolve claims, billing, eligibility, and carrier-related issues* Prepare and support ACA reporting, audits, and compliance-related client requests* Support compliance with applicable state and federal regulations, including ERISA, HIPAA, ACA, and California-specific insurance and privacy requirementsBusiness Development Support* Market, prepare, and present proposals for prospective clients* Meet with key decision-makers and follow through to ensure successful implementation of sold products and services* Perform other duties as assigned* Maintain strict confidentiality of all proprietary and client informationCalifornia Compliance & Confidentiality Responsibilities* Handle all personally identifiable information (PII) and protected health information (PHI) in compliance with HIPAA, CCPA/CPRA, and applicable California privacy laws* Follow internal controls supporting compliance with California insurance regulations, wage and hour standards, and employment laws* Adhere to company policies related to information security, document retention, and professional ethicsRequired Qualifications* Minimum of 5 years of insurance or employee benefits experience* Active California Life and Health Insurance License (required)Strong knowledge of group insurance products and benefit plan design* Excellent written and verbal communication skills* Proficient with Microsoft Word, Excel, PowerPoint, and Outlook (Microsoft Suite)* Ability to travel locally using a personal vehicle; valid California driver’s license required* Ability to represent the firm with professionalism, integrity, and confidenceThe salary range is $75,000-$90,000.Apply at #J-18808-Ljbffr