Account Manager - Remote (California or PST)
Core
Manage assigned book of business for large, multi-state employers, serving as the main point of contact for all benefit-related service needs and acting as an advisor to C-suite stakeholders.
Role type
Senior Account Manager (Benefits Brokerage)
Builds
Client retention, renewal processes, and strategic benefit integration for complex multi-state accounts.
Domain
Health insurance and employee benefits
Deliverable
client delivery
Required skills
Benefits administration, collective bargaining and union environment navigation, benefits integration for acquisitions, ACA compliance reporting, multi-state account management, executive stakeholder management, cost reduction strategy, regulatory compliance (ERISA, FMLA, COBRA, HIPAA), Life and Health licensing.
Preferred skills
Benefits administration platforms (Workday, ADP, UKG), self-funded/level-funded plan structures, quoting process tools, transportation/logistics industry experience, professional designations (CEBS, GBA, PHR, SHRM-CP).
Technologies
Workday, ADP, UKG, Employee Navigator, Microsoft Office.
Responsibilities
Manage and maintain assigned book of business with complex multi-state structures; serve in an advisory capacity for VP- and C-suite-level stakeholders; delegate work assignments to internal service team members; manage the entire renewal process including overlapping plan effective dates; conduct needs analysis and strategy calls for benefit harmonization; navigate union benefit obligations under CBAs; assist with ACA compliance and reporting (Forms 1094-C/1095-C) and 5500 form filings; support benefits due diligence and mid-year integration activities; assist in growing the book of business through cross-sale opportunities.
Seniority
Senior, hands-on IC
