Account Manager - Remote (California or PST)

About the role

The Account Manager is responsible for day-to-day management of their assigned book of business. This is a high-complexity role supporting a large, multi-state employer with a diverse workforce spanning both corporate and field-based employees.

Responsibilities

• Manages and maintains assigned book of business, including accounts with complex, multi-state benefit structures and non-standard renewal cycles
• Serves in an advisory and consultative capacity for clients, including VP- and C-suite-level stakeholders (Chief People Officer, VP of HR, CFO)
• Delegates work assignments to internal service team members and provides leadership within the extended service team
• Works closely with Benefits Consultants and/or Client Executives to manage the entire renewal process, including accounts with multiple overlapping plan effective dates
• Manages day-to-day client issues across multiple states and employee populations
• Conducts needs analysis and strategy calls, including benefit harmonization planning for newly acquired employee groups
• Conducts enrollment meetings and employee communications tailored to diverse workforce populations, including both technology-forward corporate teams and hourly field-based employees
• Conducts regular face-to-face meetings with clients
• Advises clients on cost reduction strategies while maintaining competitive benefit offerings across varied workforce segments
• Supports benefits due diligence and mid-year benefit integration activities associated with client acquisitions and workforce expansions, including assessing existing carrier relationships, coverage gaps, and eligibility structures
• Navigates union benefit obligations under Collective Bargaining Agreements (CBAs), coordinating with labor relations teams and union representatives as needed during renewals, plan changes, and open enrollment
• Aids clients with ACA compliance and reporting (Forms 1094-C/1095-C), including large employer status monitoring for clients with fluctuating headcount driven by seasonal hiring and acquisition activity
• Aids clients with 5500 form filings, as applicable
• Aids in growing the book of business through cross-sale opportunities when available
• Buils relationships with clients through proactive communications and a forward-thinking, solutions-oriented approach
• Communicates and educates clients on the latest trends, compliance requirements, and regulatory changes — with particular attention to state-level mandates across multiple jurisdictions
• Effectively and efficiently manages complex accounts and high-level service deliverables

Requirements

• Must be self-motivated, disciplined, and comfortable operating in fast-paced, high-growth environments where priorities can shift quickly
• Possess excellent written and verbal communication skills, including the ability to present to executive-level stakeholders and engage labor liaisons or union representatives
• Possess strong organizational skills with the ability to manage multiple clients, overlapping timelines, and non-standard plan structures simultaneously
• Must be very detail-oriented
• Demonstrate leadership capabilities
• Ability to work with clients at a strategic level, framing benefit recommendations in terms of cost, ROI, and workforce impact
• Comfort sitting at the intersection of HR, compliance, and labor relations
• Experience: Prior experience in a broker agency, required
• 3–5+ years of experience in account management or a consultative role, required
• Familiarity with benefits administration platforms (Workday, ADP, UKG, Employee Navigator or similar), preferred
• Experience managing complex, multi-state accounts with 500+ lives, required
• Experience supporting benefit integration activities related to employer mergers, acquisitions, or workforce expansions, required
• Familiarity with union workforce environments and Collective Bargaining Agreement (CBA) benefit obligations, required
• Working knowledge of ACA reporting, ERISA, FMLA, COBRA, and HIPAA, required
• Current resident Life and Health license, required
• Thorough knowledge of health and ancillary products, required
• Working knowledge of all Microsoft Office products, required
• Experience with fully insured, level-funded, and self-funded plan structures, preferred
• Familiarity and practical knowledge of quoting process and tools, preferred
• Experience with transportation, logistics, or field-based/hourly workforce employers, a plus
• Additional professional designations (CEBS, GBA, PHR, SHRM-CP) are a bonus — not required
• Bachelor's Degree, preferred
• Experience with database applications, a plus

Pay

The typical base pay range for this role nationwide is $100,000 to 120,000 per year. Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance.

Benefits

We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.