Account Manager

We're redefining the benefits industry with AI-powered solutions and human-centered service. We simplify complexity, drive innovation, and deliver real value to our clients and their employees. If you're ready to lead with empathy, embrace change, and solve meaningful challenges, we want you on our team.

As an Account Manager, you'll be the primary contact for our small business clients—owning relationships, driving outcomes, and solving challenges with precision. This is not a sales-focused role; instead, you'll lead client meetings, oversee benefit renewals, and leverage technology to enhance service, all while fostering long-term success and ensuring exceptional service delivery.

• Manage client relationships with empathy, transparency, and proactive support
• Identify inefficiencies and propose creative solutions that simplify and scale
• Take ownership of challenges, push through roadblocks, and deliver results
• Apply industry expertise to deliver accurate, high-quality outcomes
• Anticipate client needs and build scalable, lasting solutions
• Communicate clearly, cut the fluff, and focus on what matters

• A+ players who think strategically while flexing their tactical muscles
• 5+ years of experience with employee benefits, via insurance brokerage, insurtech, PEO or third party administration
• Strong problem-solving skills and comfort using AI tools to streamline work
• Exceptional communication skills with a client-first mindset
• Proven ability to manage multiple tasks and deliver on time
• Active life and health insurance license
• Bilingual in English/Spanish is a huge plus

This is a remote position but preferred candidates will be based in San Francisco or the surrounding area and bring recent experience supporting California-based small (under 100 EE's) employer groups.

• Be part of a fast-growing, values-driven team
• Work remotely in a supportive environment
• Use cutting-edge technology to drive impact
• Competitive pay starting at $85,000/year and industry-leading benefits

Health & Wellness:
Medical insurance, Dental, Vision, $0 Telehealth, enhanced Employee Assistance Program (EAP), company-paid accident and critical illness for individuals, company contribution to your Health FSA.

Financial Support:
Stock options, 401(k) with up to 4% match and live financial advisor support, FSA, HSA tax-saving options.

Work-Life:
Flexible PTO, paid parental leave, monthly connectivity reimbursement, company-paid short-term disability, long-term disability, and life insurance, company contribution to your Dependent Care FSA to help with day care.

Candidates from all backgrounds are encouraged to apply. We value inclusivity and diversity because they strengthen our "Human First" approach and enhance our ability to deliver exceptional benefits service. Diverse perspectives help us solve complex problems and create solutions that work for everyone. We are committed to building an equitable, welcoming team where everyone belongs.