Account Manager

Location: Remote (Must be able to travel to client sites as needed Walnut Creek, Sacramento, San Francisco, Phoenix)

The Account Manager (Employee Benefits) is responsible for providing exceptional customer service and managing the full client benefits calendar, including compliance, strategy, renewal, and Open Enrollment deliverables. This role serves as the primary point of contact for day‑to‑day client needs while functioning as a project manager on all benefit-related initiatives. The Client Benefits Manager collaborates closely with internal partners, keeps leadership informed, and effectively delegates to supporting team members.

• Foster and manage strong client relationships to ensure high satisfaction and retention.
• Handle client benefit inquiries and resolve escalated service issues promptly.
• Lead client meetings for pre‑renewal strategy discussions, proposal delivery, and benefit explanation.
• Analyze market proposals to confirm benefit alignment, premium accuracy, and competitive positioning.
• Negotiate with carriers for premium concessions and improved benefit terms.
• Review coverage contracts and policy documents for accuracy and compliance.
• Conduct client Open Enrollment meetings and respond to benefit-related questions.
• Manage new carrier and plan implementations across the assigned book of business.
• Ensure timely distribution and accuracy of claims experience and utilization reports.
• Support onboarding of new clients into agency processes and workflows.
• Maintain accuracy and integrity of client information within the agency management system.
• Perform additional duties and responsibilities as assigned.

• Associate's Degree or equivalent combination of education and experience.
• Six (6) or more years of related experience in employee benefits or health insurance.
• Must maintain Continuing Education (CE) requirements for license renewal.

• Proficient in Microsoft Office Suite.
• Excellent verbal and written communication skills.
• Strong customer service orientation with effective listening abilities.
• Strong leadership, time management, and problem‑solving skills.
• Ability to collaborate effectively within a team environment.
• Strong organizational skills with the ability to manage multiple priorities and deadlines.

• Fully remote work environment with standard schedule of 8:00 AM - 5:00 PM.
• Must be able to travel to client locations for meetings, presentations, and Open Enrollment sessions as required.

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance.