Insurance Senior Account Manager

Pay:
Competitive salary based on experience, plus performance-based incentive opportunities.

GDI Insurance Agency, Inc. is seeking a Senior Account Manager
- Employee Benefits who is client-focused, strategic, and eager to be a collaborative team leader full-time in office.

Our ideal teammate will possess advanced experience managing complex employee benefits programs and a passion for delivering exceptional service in a fast-paced, relationship-driven environment.

Senior Account Managers serve as trusted advisors, leading the strategic direction and ongoing management of the client accounts they support. They play a critical role in client retention, renewal planning, funding analysis, implementation, and service excellence.

• Active California Life & Health Insurance License
  - Required
• 3-10 years of employee benefits insurance experience
  - Preferred
• Experience with self-funded, level-funded, group captive, and small group health plans
• Knowledge of medical, dental, vision, life, disability, and voluntary benefits
• Experience working with TPAs, carriers, stop-loss providers, and benefits administration platforms
• Strong analytical, organizational, and communication skills
• A dedication to delivering exceptional service to clients and teammates alike.

• Manage, retain, and grow a complex book of employee benefits business
• Lead annual renewal strategy, market analysis, plan design evaluation, and client presentations
• Coordinate with carriers, TPAs, stop-loss providers, pharmacy vendors, and ancillary benefit providers
• Provide strategic consultation on funding alternatives, cost containment, compliance, and employee engagement
• Oversee implementation and onboarding of new business and renewal changes
• Support benefits administration platforms, eligibility, enrollment, and integration coordination
• Assist clients with ACA, ERISA, COBRA, and other compliance-related matters
• Analyze claims experience, utilization trends, and funding performance
• Collaborate with agency leadership to support retention and growth initiatives
• Mentor and support junior account management team members
• Maintain accurate agency management system records and documentation
• Deliver responsive, high-level service with professionalism and strategic insight.

• Medical, dental, vision, and ancillary benefits
• 401(k) with company contribution/match
• Paid time off and holidays
• Professional development and continuing education support
• Opportunities for advancement within the company.

GDI Insurance Agency, Inc. is a relationship-driven agency committed to delivering innovative employee benefits solutions with a high-touch service model. We pride ourselves on serving our clients while living our core values of Integrity, Improvement, Teamwork, Passion, Fun & Family, and Philosophy.