Account Manager Jobs

About The Position

Requirements

• 3–10 years of experience in a benefits analyst, account manager or similar role within a benefits brokerage or consulting environment required
• Familiarity with large group plans (100–5,000 MELs), California and New York market experience a plus
• Strong Excel skills and the ability to work comfortably in Google Suite
• Experience drafting benefits-related documents such as SPD/SBCs, ERISA Wraps, and enrollment materials in both languages
• Understanding of financial structures such as fully insured, level-funded, self-funded, and captive plans
• Detail-oriented mindset with a strong sense of ownership and follow-through
• Availability to commit to 35-40 hour/week contract position

Nice To Haves

• Professional fluency in Spanish and English (written and verbal) a plus

Responsibilities

• Build and maintain renewal workbooks, including spreadsheeting, data validation, and rate modeling
• Support benchmarking, plan design analysis, and other financial and strategic projects
• Draft benefit communications and compliance-related documentation (e.g., ERISA Wraps, SPDs, SBCs)
• Prepare open enrollment materials, employee communications, and benefit overviews
• Support eligibility and benefits administration workflows across systems such as UKG, Employee Navigator, Gusto, Rippling, Paylocity, and ADP
• Execute core eligibility tasks including processing enrollments and terminations, troubleshooting system errors, ordering ID cards, and managing OE changes
• Assist with audits, census builds, data gathering, and maintaining accuracy across ben admin systems
• Prepare snapshots, legal notices, and other recurring client deliverables
• Conduct peer reviews and quality checks to ensure accuracy and consistency across deliverables
• Support ad hoc benefits projects across the team as needed

Benefits

• Medical insurance, including a $0 premium HDHP plan for individuals, Dental, Vision, Telehealth and Virtual Primary Care Visits, OneMedical membership, Wellhub, and a $50 monthly benefit to improve your mental or physical health.
• Stock options, 401(k) with a $2,000 match, FSA, HSA, and access to Origin Financial.
• Flexible PTO, 12 weeks of paid parental leave with 2 weeks of transition time, $50 monthly connectivity reimbursement, and company-paid short-term disability, long-term disability, and life insurance, with additional voluntary benefits like supplemental life, AD&D, hospital indemnity, accident, and critical illness coverage.
• $1,000 home office setup stipend and access to an Employee Assistance Program (EAP)