Job Description

Employee Benefits Account Manager

Job Summary

Seeking a highly motivated and experienced Employee Benefits Account Manager to join a dynamic team. The ideal candidate will have a strong background in employee benefits, including fully insured and self-funded plans, and will be responsible for managing mid-to-large market accounts.

Compensation Package

• Salary Range: $90,000 - $110,000 annually
• Benefits:
• 401(k) Retirement Plan

Responsibilities

• Manage a book of business consisting of 10 groups with 100-1,000 lives, totaling approximately $1.5 million in revenue.
• Serve as the primary client contact, ensuring exceptional service and satisfaction.
• Handle renewals, benefit design, and client-facing responsibilities.
• Coordinate and attend client meetings, including open enrollment sessions.
• Collaborate with the Account Executive and other team members to provide seamless support.
• Utilize Epic software for account management and documentation.
• Travel occasionally within the San Jose, San Diego, and Los Angeles areas for client and team engagements.

Qualifications/Requirements

• Education & Licensing: Active Life and Health Insurance License required.
• Experience:
  • Minimum of 5 years of experience in employee benefits account management.
  • Strong knowledge of fully insured and self-funded plans.
  • Experience with mid-to-large market accounts is preferred.
• Technical Skills: Proficiency in Epic software is required.
• Soft Skills:
  • Excellent client-facing and communication skills.
  • Team-oriented with a collaborative mindset.
  • Adaptable and flexible in a dynamic work environment.
  • Eagerness to learn and grow within the role.
• Language Skills: Spanish-speaking candidates are a plus.

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