Ultimate Staffing · 1 week ago
Account Manager - Employee Benefits
Walnut Creek, CA
Contract
Hybrid
Mid, Senior Level
$100K/yr - $100K/yr
6+ years expUltimate Staffing is seeking an Account Manager specializing in Employee Benefits. This role is responsible for managing client benefits calendars and ensuring exceptional customer service while acting as a project manager for benefit-related initiatives.
EmploymentHuman ResourcesManufacturingStaffing Agency
Hiring Manager
Mary Uy
Responsibilities
Foster and manage strong client relationships to ensure high satisfaction and retention
Handle client benefit inquiries and resolve escalated service issues promptly
Lead client meetings for pre‑renewal strategy discussions, proposal delivery, and benefit explanation
Analyze market proposals to confirm benefit alignment, premium accuracy, and competitive positioning
Negotiate with carriers for premium concessions and improved benefit terms
Review coverage contracts and policy documents for accuracy and compliance
Conduct client Open Enrollment meetings and respond to benefit-related questions
Manage new carrier and plan implementations across the assigned book of business
Ensure timely distribution and accuracy of claims experience and utilization reports
Support onboarding of new clients into agency processes and workflows
Maintain accuracy and integrity of client information within the agency management system
Perform additional duties and responsibilities as assigned
Qualification
Required
Associate's Degree or equivalent combination of education and experience
Six (6) or more years of related experience in employee benefits or health insurance
California Life & Health License
Must maintain Continuing Education (CE) requirements for license renewal
Proficient in Microsoft Office Suite
Excellent verbal and written communication skills
Strong customer service orientation with effective listening abilities
Strong leadership, time management, and problem‑solving skills
Ability to collaborate effectively within a team environment
Strong organizational skills with the ability to manage multiple priorities and deadlines
Fully remote work environment with standard schedule of 8:00 AM - 5:00 PM
Must be able to travel to client locations for meetings, presentations, and Open Enrollment sessions as required
Company
Ultimate Staffing
Ultimate Staffing specializes in clerical, administrative, customer service, and manufacturing and production positions.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Lisa Marez
Partnership Director
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