Account Manager

3. Account Manager# Account Manager
** Perfect Timing Personnel Services, Inc.
** 819 A St, San Rafael, CA 94901, USA Start Date
03/26/2026

Order Type :
Direct Hire Account  Manager The Account Manager is responsible for the strategic management and servicing of an assigned book of employee benefits clients. This mid- to senior-level role oversees day-to-day client relationships, benefit plan administration, renewals, compliance support, and the marketing and placement of employee benefit programs. The Account Manager serves as a primary client contact and is expected to deliver proactive, consultative service while ensuring accuracy, compliance, and exceptional client experience

Key Responsibilities Client Relationship Management
* Serve as the primary point of contact for assigned clients
* Provide comprehensive account management and ongoing consultation.
* Monitor client objectives and ensure benefit programs align with organizational goals and workforce needs
* Respond to client inquiries promptly, professionally, and accurately

Marketing, Renewals & Placement
* Market and place new benefit lines of coverage and replacement coverage for existing plans
* Coordinate carrier marketing efforts, including census preparation, surveys, proposal development, and presentations
* Manage all aspects of annual renewals, including advance planning, carrier negotiations, client meetings, renewal analyses, and written renewal communications
* Monitor renewal timelines and request renewals from carriers well in advance

Benefits Administration & Enrollment
* Oversee group benefit plan administration, including employee additions, terminations, and changes
* Prepare benefit comparisons, rate analyses, and plan summaries
* Conduct new hire enrollment meetings and annual Open Enrollment meetings, in person or via virtual platforms such as Zoom or Microsoft Teams
* Educate employees on benefit options and support informed decision-making

Systems, Data & Documentation
* Maintain accurate and current client and employee data in systems including Ease, Salesforce, and shared client file repositories
* Ensure documentation accuracy and oversee workflow coordination with internal team members responsible for data entry
* Partner with Client Service Representatives to review contracts, booklets, billing statements, and carrier documentation

Compliance & Problem Resolution
* Address complex benefit plan questions and resolve claims, billing, eligibility, and carrier-related issues
* Prepare and support ACA reporting, audits, and compliance-related client requests
* Support compliance with applicable state and federal regulations, including ERISA, HIPAA, ACA, and California-specific insurance and privacy requirements

Business Development Support
* Market, prepare, and present proposals for prospective clients
* Meet with key decision-makers and follow through to ensure successful implementation of sold products and services
* Perform other duties as assigned
* Maintain strict confidentiality of all proprietary and client information

California Compliance & Confidentiality Responsibilities
* Handle all personally identifiable information (PII) and protected health information (PHI) in compliance with HIPAA, CCPA/CPRA, and applicable California privacy laws
* Follow internal controls supporting compliance with California insurance regulations, wage and hour standards, and employment laws
* Adhere to company policies related to information security, document retention, and professional ethics

Required Qualifications
* Minimum of 5 years of insurance or employee benefits experience
* Active California Life and Health Insurance License (required)
Strong knowledge of group insurance products and benefit plan design
* Excellent written and verbal communication skills
* Proficient with Microsoft Word, Excel, PowerPoint, and Outlook (Microsoft Suite)
* Ability to travel locally using a personal vehicle; valid California driver’s license required
* Ability to represent the firm with professionalism, integrity, and confidence

The salary range is $75,000-$90,000.Apply at