Employee Benefits Senior Account Manager

This role can be on-site or hybrid only in Valencia, CA; it is not available for fully remote work.

About the role

The Senior Account Manager is an experienced, technically proficient, client-facing position responsible for supporting Sales, Account Management, and Underwriting with the development of the overall strategic plan and for driving the successful delivery of day-to-day service-related activities to retain and grow assigned client accounts (Book of Business).

Responsibilities

• Manage client life-cycle deliverables with oversight from the Benefit Consultant and Team Lead to ensure the successful retention of a Book of Business (94% Renewal Rate).
• Work on client-related deliverables of increasing complexity with guidance and supervision.
• Complete necessary training and professional development to gain exposure to strategic account planning, effective communication, and project management.
• Identify and declare an area of focus/subject matter expertise.
• Execute day-to-day service deliverables for all lines of coverage and products as part of the client life cycle (on-boarding, ongoing support, and renewal), including:
  • Understanding a client’s goals/objectives and developing a multi-year strategic plan (roadmap).
  • Defining an annual service delivery calendar (life cycle) in support of the multi-year strategic plan.
  • Preparing deliverables by leveraging team member expertise, available tools, and established standards to manage client expectations and ensure timely delivery.
  • Effectively communicating and presenting findings, analysis, and recommendations in meetings, calls, and emails.
  • Preparing standard and ad-hoc reports and other client-related projects as needed.
  • Developing, cultivating, and maintaining strong client/vendor relationships.
• Review employee education and communication materials (e.g., Benefit Guides) during key periods such as Open Enrollment.
• Research, respond to, and resolve client inquiries or service-related issues independently, involving more experienced team members when necessary.
• Ensure contact information for all client stakeholders is appropriately managed for Client Satisfaction (NPS) and Thought Leadership.
• Create, review, update, and manage an Internal Account Plan to identify and overcome gaps.
• Interact with carriers and vendors on behalf of the client and the team.
• Identify and leverage resources for upsell opportunities.
• Develop new and creative benefit solutions with guidance.
• As needed, drive to client locations to deliver Open Enrollment and education presentations.

Requirements

• Bachelor’s Degree preferred.
• 7+ years of prior practical account management experience with a health and welfare carrier or broker is required.
• Current and active California Life & Health License is required.

Skills

• Knowledge of health and welfare plans, including medical, dental, vision, STD, and LTD insurance.
• Ability to interpret a client’s current coverage plan, identify gaps, and recommend opportunities to expand lines of coverage.
• Ability to prepare RFPs and knowledge of the insurance marketplace.
• Ability to market new and existing clients.
• Excellent presentation skills, including proficiency in Excel and PowerPoint.
• Experience navigating and quoting in quoting systems.
• Experience working in AMS360 (preferred).
• Familiarity with Ease/Employee Navigator (preferred).
• Bilingual English/Spanish preferred.

Pay

Pay Transparency Range: $80,000 USD - $100,000 USD. Actual salaries will vary and may be above or below the range based on factors including but not limited to performance, location, and experience.

Benefits

• Comprehensive health-related benefit options including medical, vision, and dental.
• 401(k) with company match.
• Company-paid life insurance, short-term disability (STD), and long-term disability (LTD).
• Generous PTO policy starting at 18 days per year plus 10 paid holidays and 2 floating holidays.