Account Manager

Suess Insurance Services; Sonora (CA); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

401(k)

Bonus based on performance

Health & Dental insurance

Paid time off

Training & development opportunities

Competitive salary

Vision insurance

Job summary

An insurance services provider in California is seeking a licensed Employee Benefits Account Manager to manage client benefits programs and ensure compliance. This position requires a detail-oriented individual with at least three years of experience in account management, strong knowledge of various benefits plans, and excellent communication skills. The role offers a competitive salary between $60,000 and $85,000, along with bonuses based on performance, and provides opportunities for growth within the company.

Qualifications

• Active California Life/Health license (required or ability to obtain).
• Minimum 3 years of experience in group benefits account management.
• Strong knowledge of medical, dental, vision, life, and disability plans.

Responsibilities

• Prepare renewal and marketing reports comparing employee benefits plans.
• Assist with annual open enrollment meetings and client presentations.
• Draft and distribute client communications, including notices.
• Calculate employee contributions and develop strategies aligned with budgets.
• Collect and organize new client information and onboarding documentation.
• Support client employees with benefit questions and claims resolution.
• Ensure compliance with regulatory requirements including HIPAA and ACA.

Skills

Account management

Client relationship building

Compliance knowledge

Communication skills

Organizational skills

Time-management

Proficiency in Microsoft Office

Bilingual in Spanish

Education

Associate’s degree

Bachelor’s degree preferred

Job description

Benefits:

• 401(k)
• Bonus based on performance
• Competitive salary
• Dental insurance
• Health insurance
• Opportunity for advancement
• Paid time off
• Training & development
• Vision insurance

Position Overview:

We are seeking a full-time, licensed, and experienced Employee Benefits Account Manager to join our team. In this role, you will support a portfolio of clients by managing their employee benefits programs, ensuring compliance, and delivering a high level of service throughout the policy lifecycle.This position is ideal for someone who is detail-oriented, knowledgeable in group benefits, and enjoys building strong client relationships while managing multiple accounts.

Responsibilities:

• Prepare renewal and marketing reports comparing employee benefits plans, coverage options, and costs
• Assist with annual open enrollment meetings and client presentations
• Draft and distribute client communications, including correspondence and compliance notices
• Calculate employee contributions and develop contribution strategies aligned with client budgets
• Collect and organize new client information and onboarding documentation
• Assist with group applications, policy changes, and terminations
• Support client employees with benefit questions and claims resolution
• Oversee enrollments, terminations, and COBRA/Cal COBRA notifications
• Ensure compliance with regulatory requirements including HIPAA, COBRA, ERISA, ACA, and applicable state/federal laws
• Collaborate with internal teams and perform additional duties as needed

Qualifications:

• Active California Life/Health license (required or ability to obtain)
• Minimum 3 years of experience in small and/or large group benefits account management
• Strong knowledge of medical, dental, vision, life, and disability plans
• Excellent written and verbal communication skills
• Highly organized with strong time-management abilities
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment
• Self-motivated and able to work independently
• Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint)
• Associate’s degree required; bachelor’s degree preferred
• Spanish bilingual skills are a plus

Compensation:

• $60,000 — $85,000 annually (negotiable based on experience)
• Bonus and commission opportunities

Suess Insurance Services