Account Manager

Sfbayhcc; San Rafael, Northern (CA, KY); Hybrid; USD 75,000 - 90,000; Full time

Job summary

Perfect Timing Personnel Services, Inc. in San Rafael, CA seeks an Account Manager to strategically manage an assigned book of employee benefits clients. You will steward day-to-day relationships, administer plans, and support renewals with accuracy and compliance.

You will also market and place new lines, coordinate carrier efforts, and educate clients on options while ensuring strong service levels and confidentiality. This role requires CA licensure and a client-focused mindset.

Qualifications

• Minimum 5 years of insurance or employee benefits experience.
• Active California Life and Health Insurance License is required.
• Strong written and verbal communication skills.

Responsibilities

• Serve as primary contact for assigned clients and manage relationships.
• Oversee benefits administration, renewals, and plan compliance.
• Coordinate marketing, carrier negotiations, and renewal communications.

Skills

Client management

Communication

Microsoft Office

Education

California Life and Health Insurance License

Tools

Salesforce

Ease

Job description

3. Account Manager# Account Manager**Perfect Timing Personnel Services, Inc.**819 A St, San Rafael, CA 94901, USA Start Date03/26/2026Order Type : DirectHireAccount ManagerThe Account Manager is responsible for the strategic management and servicing of an assigned book of employee benefits clients. This mid- to senior-level role oversees day-to-day client relationships, benefit plan administration, renewals, compliance support, and the marketing and placement of employee benefit programs. The Account Manager serves as a primary client contact and is expected to deliver proactive, consultative service while ensuring accuracy, compliance, and exceptional client experienceKey ResponsibilitiesClient Relationship Management* Serve as the primary point of contact for assigned clients* Provide comprehensive account management and ongoing consultation.* Monitor client objectives and ensure benefit programs align with organizational goals and workforce needs* Respond to client inquiries promptly, professionally, and accuratelyMarketing, Renewals & Placement* Market and place new benefit lines of coverage and replacement coverage for existing plans* Coordinate carrier marketing efforts, including census preparation, surveys, proposal development, and presentations* Manage all aspects of annual renewals, including advance planning, carrier negotiations, client meetings, renewal analyses, and written renewal communications* Monitor renewal timelines and request renewals from carriers well in advanceBenefits Administration & Enrollment* Oversee group benefit plan administration, including employee additions, terminations, and changes* Prepare benefit comparisons, rate analyses, and plan summaries* Conduct new hire enrollment meetings and annual Open Enrollment meetings, in person or via virtual platforms such as Zoom or Microsoft Teams* Educate employees on benefit options and support informed decision-makingSystems, Data & Documentation* Maintain accurate and current client and employee data in systems including Ease, Salesforce, and shared client file repositories* Ensure documentation accuracy and oversee workflow coordination with internal team members responsible for data entry* Partner with Client Service Representatives to review contracts, booklets, billing statements, and carrier documentationCompliance & Problem Resolution* Address complex benefit plan questions and resolve claims, billing, eligibility, and carrier-related issues* Prepare and support ACA reporting, audits, and compliance-related client requests* Support compliance with applicable state and federal regulations, including ERISA, HIPAA, ACA, and California-specific insurance and privacy requirementsBusiness Development Support* Market, prepare, and present proposals for prospective clients* Meet with key decision-makers and follow through to ensure successful implementation of sold products and services* Perform other duties as assigned* Maintain strict confidentiality of all proprietary and client informationCalifornia Compliance & Confidentiality Responsibilities* Handle all personally identifiable information (PII) and protected health information (PHI) in compliance with HIPAA, CCPA/CPRA, and applicable California privacy laws* Follow internal controls supporting compliance with California insurance regulations, wage and hour standards, and employment laws* Adhere to company policies related to information security, document retention, and professional ethicsRequired Qualifications* Minimum of 5 years of insurance or employee benefits experience* Active California Life and Health Insurance License (required)Strong knowledge of group insurance products and benefit plan design* Excellent written and verbal communication skills* Proficient with Microsoft Word, Excel, PowerPoint, and Outlook (Microsoft Suite)* Ability to travel locally using a personal vehicle; valid California driver’s license required* Ability to represent the firm with professionalism, integrity, and confidenceThe salary range is $75,000-$90,000.Apply at