Perfect Timing Personnel Services · 2 hours ago
Account Manager
Sonoma County, CA
Full-time
Onsite
Senior Level
$75K/yr - $90K/yr
5+ years expPerfect Timing Personnel Services is seeking an Account Manager to strategically manage and service an assigned book of employee benefits clients. The role involves overseeing client relationships, benefit plan administration, renewals, and compliance support while delivering proactive and consultative service to ensure an exceptional client experience.
Human ResourcesOffice AdministrationStaffing Agency
Hiring Manager
Matt Rose
Responsibilities
Serve as the primary point of contact for assigned clients, providing 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
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
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
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
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
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
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
Qualification
Required
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
Client relationship management
Analytical and problem-solving skills
Regulatory awareness and compliance
Organization and attention to detail
Collaboration and accountability
Preferred
Previous account management experience
Articulate and well accustomed to a client facing role
Willingness and ability to travel
Company
Perfect Timing Personnel Services
Perfect Timing is a full-service staffing & recruiting agency.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase