Senior Benefits Account Manager

This is a fully remote position, open to applicants in California.

📋 Description

• Oversee a diverse portfolio of 20–40 intricate clients throughout the entire benefits lifecycle.

• Formulate renewal strategies and engage in negotiations with carriers.

• Handle compliance matters and manage the open enrollment process.

• Create innovative solutions based on data insights and market trends.

• Cultivate executive-level relationships and act as a trusted advisor.

• Develop and deliver renewal presentations, financial reports, member education, and compliance documentation.

• Collaborate across departments to utilize technology, streamline workflows, and enhance the client experience.

• Mentor Account Managers through proactive coaching and knowledge sharing.

• Work alongside leadership to refine workflows, implement process enhancements, and promote service delivery excellence.

• Contribute to the evolution of Benbase's service model as the company grows.

⛳️ Requirements

• A minimum of 7 years of experience in benefits consulting.

• At least 5 years of experience managing accounts independently.

• Valid life and health insurance license.

• Bachelor’s degree or equivalent qualifications.

• Extensive understanding of benefit products, funding mechanisms, and compliance regulations.

• Proficient in using benefits platforms and AI/automation technologies.

• Strong analytical skills and financial insight.

• Expertise in strategic consulting and problem-solving.

• Outstanding communication skills, with experience in executive presentations and public speaking.

• Proven ability to build executive relationships with a focus on retention.

• Detail-oriented with a strong commitment to accuracy.

• Self-driven with excellent independent judgment.

• Experience in mentorship and informal leadership roles.

• Adaptable and enthusiastic about innovation.

• Fluency in Spanish is a significant advantage.

• Bilingual (English/Spanish) candidates are preferred.

• Candidates based in California or those with recent experience supporting California-based employer groups with 50–500 employees are highly sought after.

🏝️ Benefits

• Competitive salary starting at $115K.

• Stock options available.

• 401(k) plan with employer matching contributions.

• Access to live financial advisor support.

• Flexible Spending Account (FSA) options.

• Health Savings Account (HSA) tax-saving options.

• Company-provided life and disability insurance.

• Medical insurance coverage.

• Dental insurance benefits.

• Vision insurance included.

• Zero-cost Telehealth services.

• Enhanced Employee Assistance Program (EAP).

• Company-paid accident and critical illness coverage for individuals.

• Company contribution to your Health FSA.

• Flexible Paid Time Off (PTO).

• Paid parental leave offered.

• Home office stipend available.

• Monthly connectivity reimbursement provided.

• Company contribution to your Dependent Care FSA.

• Training opportunities offered.

• Participation in industry conferences.

• Clear career advancement pathways.

• Option for remote work.