Senior Benefits Account Manager

This is a fully remote position, open to applicants in California, +2 more states.

📋 Description

• Assist customers in designing benefit packages and choosing suitable plans.

• Take ownership of the complete enrollment process, ensuring insurance forms are completed and submitted accurately and on time.

• Keep health insurance information up-to-date in company systems.

• Actively communicate with customers to address and resolve any issues.

• Develop and improve internal processes to avoid missed enrollments.

• Address complex benefits challenges across various carriers, platforms, and regulations.

• Oversee the client lifecycle during renewal, including plan selection and open enrollment.

⛳️ Requirements

• A valid Life & Health broker license is mandatory to be considered for this position.

• Proven experience in selling or managing small group benefits across multiple states, particularly for SMBs and startups.

• Exceptional attention to detail.

• Strong customer empathy.

• Ability to communicate clearly and directly, translating complex benefits decisions into simple terms.

• Must rank in the top 5% of your peers.

• Eligibility to work in the United States, including locations such as San Francisco, New York, Portland, or remotely within the United States.

🏝️ Benefits

• Competitive base salary, equity (including stock options/RSUs), and comprehensive benefits.

• Commitment to Equal Employment Opportunity.

• Reasonable accommodations provided throughout the recruitment process for applicants with disabilities or special needs.