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Account Manager

Suess Insurance Services

Sonora, CA(remote)

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JOB DETAILS
SALARY
$60,000–$85,000 Per Year
SKILLS
Budgeting, Communication Skills, Compensation and Benefits, Customer Relationship Management (CRM), Customer Support/Service, Dental Insurance, Detail Oriented, Documentation, Employee Benefits, Health Insurance, Maintain Compliance, Marketing, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, Multilingual, Multitasking, Onboarding, Organizational Skills, Presentation/Verbal Skills, Sales Management, Sales Presentation, Spanish Language, Strategic Planning, Time Management, Training/Teaching, Vision Plan, Writing Skills
LOCATION
Sonora, CA
POSTED
30+ days ago
Benefits:
  • 401(k)
  • Bonus based on performance
  • Competitive salary
  • Dental insurance
  • Health insurance
  • Opportunity for advancement
  • Paid time off
  • Training & development
  • Vision insurance

Position Overview:
We are seeking a full-time, licensed, and experienced Employee Benefits Account Manager to join our team. In this role, you will support a portfolio of clients by managing their employee benefits programs, ensuring compliance, and delivering a high level of service throughout the policy lifecycle.


This position is ideal for someone who is detail-oriented, knowledgeable in group benefits, and enjoys building strong client relationships while managing multiple accounts.


Responsibilities:
  • Prepare renewal and marketing reports comparing employee benefits plans, coverage options, and costs
  • Assist with annual open enrollment meetings and client presentations
  • Draft and distribute client communications, including correspondence and compliance notices
  • Calculate employee contributions and develop contribution strategies aligned with client budgets
  • Collect and organize new client information and onboarding documentation
  • Assist with group applications, policy changes, and terminations
  • Support client employees with benefit questions and claims resolution
  • Oversee enrollments, terminations, and COBRA/Cal COBRA notifications
  • Ensure compliance with regulatory requirements including HIPAA, COBRA, ERISA, ACA, and applicable state/federal laws
  • Collaborate with internal teams and perform additional duties as needed
Qualifications:
  • Active California Life/Health license (required or ability to obtain)
  • Minimum 3+ years of experience in small and/or large group benefits account management
  • Strong knowledge of medical, dental, vision, life, and disability plans
  • Excellent written and verbal communication skills
  • Highly organized with strong time-management abilities
  • Ability to manage multiple priorities and meet deadlines in a fast-paced environment
  • Self-motivated and able to work independently
  • Experience in using Employee Navigator
  • Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint)
  • Associate’s degree required; bachelor’s degree preferred
  • Spanish bilingual skills are a plus
Compensation:
  • $60,000 – $85,000 annually (negotiable based on experience)
  • Bonus and commission opportunities

This is a remote position.

About the Company

S

Suess Insurance Services

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