About The Position

We're hiring a Senior Account Manager to own strategic client relationships and lead the delivery of exceptional benefits consulting. This role is ideal for someone who can balance hands-on execution with strategic consulting—serving as a trusted advisor who leads renewals, navigates complex benefits challenges, and delivers innovative solutions tailored to each client's unique needs. At Benbase, you'll be at the forefront of transforming how benefits consulting works. You'll have access to cutting-edge AI-powered tools and automation that eliminate the busywork and amplify your strategic impact. You'll work with ambitious, growth-focused clients who value innovation and expect their benefits partner to be a true extension of their leadership team. And you'll play a critical role in mentoring our Account Management team, shaping service delivery standards, and building the future of Benbase as we scale. This is a chance to do the work you love—building deep client relationships, solving complex challenges, and delivering creative strategies—while helping us dismantle the outdated practices that keep this industry stuck. At Benbase, you get to be the change that makes benefits smarter, simpler, and more strategic.

Requirements

  • 7+ years benefits consulting experience
  • 5+ years independently managing accounts
  • Active life & health insurance license
  • Bachelor's degree or equivalent
  • Deep knowledge of benefit products, funding structures, and compliance
  • Proficient with benefits platforms and AI/automation tools
  • Strong analytical and financial acumen
  • Strategic consulting and problem-solving
  • Exceptional communication (executive presentations, public speaking)
  • Executive relationship building with track record of retention
  • Detail-oriented with commitment to accuracy
  • Self-motivated with strong independent judgment
  • Mentorship and informal leadership
  • Adaptability and enthusiasm for innovation

Nice To Haves

  • Spanish fluency is a big plus
  • based in San Francisco or the surrounding area and bring recent experience supporting California-based employer groups of 50-500 employees.

Responsibilities

  • Lead a portfolio of 20-40 complex clients through the full benefits lifecycle—from renewal strategy and carrier negotiation to compliance management and open enrollment.
  • Design innovative solutions informed by data and market trends, foster executive-level relationships, and serve as the trusted advisor.
  • Develop and present strategic deliverables, including renewal presentations, financial reporting, member education, and compliance management.
  • Collaborate cross-functionally to leverage technology, streamline workflows, and enhance client experience.
  • Mentor Account Managers through active coaching and knowledge sharing.
  • Partner with leadership to refine workflows, implement process improvements, and drive service delivery excellence.

Benefits

  • Medical insurance
  • Dental
  • Vision
  • $0 Telehealth
  • enhanced Employee Assistance Program (EAP)
  • company-paid accident and critical illness for individuals
  • company contribution to your Health FSA
  • Stock options
  • 401(k) with up to 4% match and live financial advisor support
  • FSA
  • HSA tax-saving options
  • company-paid life and disability
  • Flexible PTO
  • paid parental leave
  • monthly connectivity reimbursement
  • company-paid short-term disability
  • long-term disability
  • life insurance
  • company contribution to your Dependent Care FSA to help with day care.
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