High school diploma required; higher education preferred.
Current CA Life & Health Insurance license is mandatory.
5+ years of experience in employee benefits account management or related fields.
Strong knowledge of federal and state employee benefits regulations (ACA, HIPAA, COBRA, ERISA).
Proficient in Microsoft Office; familiarity with Employee Navigator is a plus.
Responsibilities
Manage day-to-day service for a diverse portfolio of Employee Benefit client accounts.
Build and maintain strong client relationships by anticipating needs and resolving issues.
Collaborate with Employee Benefits Advisors during renewals, onboarding, and ongoing services.
Utilize expertise in plan designs and funding arrangements to guide client interactions.
Ensure timely delivery of client communications, documents, and system updates.
Lead client meetings and presentations for implementation and ongoing services.
Maintain accurate client records while adhering to HIPAA and privacy regulations.
Support technology implementations to enhance client experience.
Contribute to training and workflow improvements within the Account Management team.
Benefits
Medical, Dental, and Vision Insurance with 98% premium coverage for individual plans.
Employee Assistance Program for personal support.
Generous Paid Time Off, including holidays and sick leave.
Disability and Life Insurance coverage.
401(k) plan with matching contributions.
Flexible Spending Plan for healthcare expenses.
Flexible working hours to promote work-life balance.
Full Job Description
How you will be Compensated
$36.00-$50.00/hr Depending on Experience
Medical, Dental Vision Insurance, we cover 98% of the premiums for most individual plans
Employee Assistance Program
Paid Time Off, Holidays, and Sick Time
Disability and Life Insurance
401(k) with match
Flexible Spending Plan
Flexible Working Hours
About the Role:
The Account Manager II independently manages a portfolio of both large and small group Employee Benefit clients. This role serves as a trusted partner to our clients and Employee Benefits Advisors. They apply deep technical knowledge and sound judgment to complex service needs and will help strengthen the Account Management team through mentoring, training, and shared improvement work. We have internal teams to support you through the RFP process, tech builds, as well as claims advocacy. We have a 1:1 model to support you: each Account Manager on the team has a dedicated Assistant Account Manager!
Who you Are:
You have a deep understanding of employee benefit plans, complex plan designs, funding arrangements, carrier rules, and account service requirements.
You love to build strong client relationships using excellent communication, presentation, and problem-solving skills.
You take pride in applying sound judgment and can recognize urgency, manage risk, and determine when escalation is appropriate.
You skillfully juggle competing priorities, deadlines, and complex work with a high level of independence.
You enjoy using your analytical and critical-thinking skills.
You excel when mentoring others.
What you will Do:
Own and manage day-to-day service for a portfolio of Employee Benefit client accounts, both large and small groups..
Build strong client relationships by anticipating needs, resolving issues, setting clear expectations, and communicating timely updates.
Partner with Employee Benefits Advisors throughout renewals, Open Enrollment, new client onboarding, and ongoing client services.
Apply your knowledge of plan designs, funding arrangements, carrier rules, and service requirements to guide client work and identify risks or gaps.
Coordinate accurate and timely client deliverables, employee communications, carrier submissions, plan documents, and system updates.
Lead or participate in client meetings and presentations, including implementation, Open Enrollment, and ongoing service meetings.
Maintain accurate client files and protect confidential information in accordance with HIPAA, privacy, and firm requirements.
Support benefits technology implementations and ongoing systems need to help ensure a clear and positive client experience.
Serve as a subject-matter resource within Account Management and contribute to training, department projects, workflow improvements, and consistent service standards.
Stay current on industry trends, agency technology, compliance requirements, and carrier guidelines that affect client strategy and service delivery.
