Employee Benefits Account Manager

Job Summary

A well-established insurance brokerage is seeking an experienced Employee Benefits Account Manager to support a growing book of small group employee benefits clients. This direct hire opportunity is ideal for a bilingual Spanish professional who enjoys consultative client service, benefits administration, renewals, open enrollment, and long-term relationship management.

This role offers remote work with local client visits throughout Marin, the East Bay, San Francisco, and Santa Rosa. You will join a respected, client-focused brokerage known for professional service, collaborative teamwork, supportive leadership, and a stable environment where account managers can build meaningful client relationships and grow their careers.

Key Responsibilities

- Manage a portfolio of small group employee benefits clients, serving as the primary contact for service, renewals, and benefit administration.
- Coordinate carrier marketing, renewal activity, proposal preparation, plan comparisons, and client recommendations.
- Lead open enrollment and new hire benefits meetings in both virtual and in-person settings.
- Resolve client issues related to claims, billing, eligibility, carrier communication, and benefit plan administration.
- Maintain accurate client and plan data in benefits administration, CRM, and agency systems.
- Support compliance with ACA, HIPAA, ERISA, and applicable California employee benefits regulations.

Compensation and Benefits

- Salary range: $90,000 to $130,000 per year.
- Direct hire opportunity.
- Remote work arrangement.
- Local client travel required to Marin, East Bay, San Francisco, and Santa Rosa.

Equal Opportunity Employer / Disabled / Protected Veterans

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For temporary assignments lasting 13 weeks or longer, AppleOne is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.

We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.

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We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

Additional Skills

Required Qualifications and Skills

- Manage employee benefits accounts, renewals, client service needs, and benefit administration processes.
- Coordinate carrier marketing, proposal development, plan comparisons, and open enrollment meetings.
- Resolve claims, billing, eligibility, and carrier service issues for small group clients.
- Maintain accurate client records and support compliance requirements across benefit programs.

- 3+ years of employee benefits, insurance brokerage, or benefits account management experience.
- Active California Life and Health Insurance License required.
- Bilingual Spanish and English communication skills required.
- Strong knowledge of group medical, dental, vision, life, and ancillary benefit plans.
- Working knowledge of ACA, HIPAA, ERISA, and California benefits regulations.
- Proficiency with Microsoft Office.
- Valid California driver's license and reliable transportation for local client visits.
- Excellent communication, organization, follow-through, and client service skills.
- Ability to work independently in a remote environment while maintaining strong client and team relationships.

Preferred Qualifications

- Experience with Ease and/or Employee Navigator.
- HubSpot experience.
- Salesforce experience.
- Prior experience managing small group employee benefits accounts within an insurance brokerage environment.