Senior Benefits Account Manager

Benbase, Inc.

$115K — $138K *
US-AnywhereRemote in San Francisco, CA
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 7+ years benefits consulting experience
  • 5+ years independently managing accounts
  • Active life & health insurance license
  • Bachelor's degree or equivalent
  • Deep knowledge of benefit products and funding structures
  • Proficient with benefits platforms and AI tools
  • Fluency in Spanish is a strong plus

Responsibilities

  • Lead a portfolio of 20-40 complex clients through the benefits lifecycle
  • Design innovative solutions informed by data and market trends
  • Develop and present strategic deliverables such as renewal presentations and compliance management
  • Collaborate cross-functionally to enhance client experience and streamline workflows
  • Mentor Account Managers through coaching and knowledge sharing
  • Partner with leadership to refine workflows and implement process improvements

Benefits

  • Competitive pay starting at $115K
  • Stock options and 401(k) with employer matching
  • Medical, dental, and vision insurance
  • Flexible PTO and paid parental leave
  • Home office stipend and monthly connectivity reimbursement
Full Job Description
About the Role

We're hiring a Senior Account Manager to own strategic client relationships and lead the delivery of exceptional benefits consulting. This role is ideal for someone who can balance hands-on execution with strategic consulting-serving as a trusted advisor. Leading clients through renewals, navigating complex benefits challenges, and delivering innovative solutions tailored to each client's unique needs.

At Benbase, you'll be at the forefront of transforming how benefits consulting works. You'll have access to cutting-edge AI-powered tools and automation that amplify your strategic impact. You'll work with ambitious, growth-focused clients who value innovation and expect their benefits partner to be a true extension of their leadership team. And you'll play a critical role in mentoring our Account Management team, shaping service delivery standards, and building Benbase's future as we scale.

This is a chance to do the work you love-building deep client relationships, solving complex challenges, and delivering creative strategies-while helping us dismantle the outdated practices that keep this industry stuck. At Benbase, you get to be the change that makes benefits smarter, simpler, and more strategic.

What You'll Do

Client Leadership & Strategy

Lead a portfolio of 20-40 complex clients through the full benefits lifecycle-from renewal strategy and carrier negotiation to compliance management and open enrollment. Design innovative solutions informed by data and market trends, foster executive-level relationships, and serve as the trusted advisor.

Execution & Deliverables

Develop and present strategic deliverables, including renewal presentations, financial reporting, member education, and compliance management. Collaborate cross-functionally to leverage technology, streamline workflows, and enhance client experience.

Team Development & Innovation

Mentor Account Managers through active coaching and knowledge sharing. Partner with leadership to refine workflows, implement process improvements, and drive service delivery excellence.

What You'll Bring

Foundation: 7+ years benefits consulting experience | 5+ years independently managing accounts | Active life & health insurance license | Bachelor's degree or equivalent

Expertise: Deep knowledge of benefit products, funding structures, and compliance | Proficient with benefits platforms and AI/automation tools | Strong analytical and financial acumen

Capabilities: Strategic consulting and problem-solving | Exceptional communication (executive presentations, public speaking) | Executive relationship building with track record of retention | Detail-oriented with commitment to accuracy | Self-motivated with strong independent judgment | Mentorship and informal leadership | Adaptability and enthusiasm for innovation | Spanish fluency is a big plus

This is a remote position but candidates must be based in California and bring recent experience supporting California-based employer groups of 50-500 employees.

Bilingual (English/Spanish) preferred; fluency in Spanish is highly desirable.

Benefits

  • Financial: Competitive pay starting at $115K, stock options, 401(k) with employer matching and live financial advisor support, FSA, HSA tax-saving options, company-paid life and disability.
  • 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.
  • Work-Life: Flexible PTO, paid parental leave, home office stipend, monthly connectivity reimbursement, company contribution to your Dependent Care FSA to help with day care.


Ready to lead with heart and hustle? Apply today.

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