Employee Benefits Account Manager

SDI Staffing; Carlsbad (CA); Hybrid; USD 70,000 - 130,000; Full time

Benefits offered by this job

Benefits are offered

Job summary

SDI Staffing is seeking an experienced Employee Benefits Account Manager in a North County, San Diego location. The role focuses on building relationships with business owners, HR teams, and employees, guiding renewals, and owning a book of benefits clients in a high-touch, service-driven environment.

Hybrid work arrangement with in-office days two per week. The compensation ranges from $70,000 to $130,000 base salary, depending on experience and demonstrated skills.

Qualifications

• 5–7+ years of employee benefits account management in an independent insurance agency environment.
• To qualify for $100K/year+, 10+ years of employee benefits account management experience and advanced proficiency with Excel, EASE, and Employee Navigator.
• Active California Life, Accident and Health licenses are required.

Responsibilities

• Provide responsive, personalized service by phone, email, video, and client meetings; proactive check-ins throughout the year.
• Explain benefits and plan options clearly and patiently.
• Resolve eligibility, enrollment, billing, claims, and carrier issues; advocate for clients to a confirmed resolution.
• Coordinate with carriers and agencies; escalate concerns when needed.
• Support client retention by delivering consistent service and tailoring solutions to employer needs.
• Manage benefits platforms like Ease and Employee Navigator, including plan setup and renewal updates.
• Coordinate enrollments, terminations, and life event changes; verify dates and completion.
• Audit enrollment records and carrier invoices post-implementation and renewal.
• Maintain Salesforce records, documentation, deadlines, and follow-up notes.
• Coordinate payroll deduction information with client payroll contacts.
• Help clients manage benefits compliance notices and deadlines.

Skills

Relationship building

High-touch service

Client management

Excel

Salesforce

Education

California Life, Accident and Health licenses

Tools

Salesforce

Ease

Employee Navigator

Job description

Employee Benefits Account Manager needed for an Insurance Agency located in North County, San Diego!

Our client is seeking for an experienced Account Manager who enjoys building relationships, providing high-touch service, and taking ownership of a book of group benefits clients. You will serve as a trusted resource for business owners, HR teams, and employees, guiding renewals and managing service needs throughout the year.

DURATION: Direct Hire.

WORKPLACE: Hybrid - In-office 2 days each week.

PAY: $70,000 to $130,000 base salary, based on experience, qualifications, and demonstrated skills.

BENEFITS: Benefits are offered.

Job Duties will include, but are not limited to:

• Provide responsive, personalized service by phone, email, video, and client meetings; anticipate needs and provide proactive check-ins throughout the year.
• Explain benefits, plan options, carrier processes, and next steps clearly and patiently.
• Resolve eligibility, enrollment, billing, claims, and carrier service issues. Advocate for clients and follow each issue through to a confirmed resolution.
• Keep clients informed while issues are pending, coordinate with carriers and general agencies, and escalation concerns promptly when additional support is needed.
• Support client retention by delivering consistent service and identifying solutions that meet each employer's needs and budget.
• Manage benefits administration platforms like Ease and Employee Navigator, including plan setup, renewal updates, enrollment changes, reporting, and employee support.
• Coordinate enrollments, terminations, qualifying event changes, and carrier submissions; verify effective dates and completion.
• Complete timely post-implementation and renewal audits to confirm enrollment records, carrier invoices, and sold rates align. Investigate discrepancies and document corrections.
• Maintain accurate Salesforce records, client documentation, task deadlines, and follow-up notes.
• Coordinate payroll deduction information and work with client payroll contacts and platform partners as needed.
• Help clients coordinate benefits compliance requirements, notices, and deadlines with agency resources and third-party administrators.

Requirements:

• 5-7 + years of recent experience working as an Employee Benefits Account Manager in an independent insurance agency environment is required. To qualify for $100K/year+, candidates must have 10+ years of recent Employee Benefits Account Management experience, strong job stability, and advanced proficiency with Excel, EASE, and Employee Navigator.
• Good job stability is required (3-4 years+ with each employer).
• Advanced proficiency with Excel is required.
• Strong experience with Salesforce, EASE, and Employee Navigator is a plus.
• Active California Life, Accident and Health insurance licenses are required.