Benefits Account Manager – Client Success & Renewals

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

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.