Benbase · 9 hours ago
Senior Account Manager - Employee Benefits
United States
Full-time
Remote
Senior Level
7+ years expBenbase is reimagining benefits consulting for the modern era, and they are seeking a Senior Account Manager to own strategic client relationships and lead the delivery of exceptional benefits consulting. This role involves balancing hands-on execution with strategic consulting to serve as a trusted advisor, while mentoring the Account Management team and driving service delivery excellence.
Artificial Intelligence (AI)Employee BenefitsFinTechInsuranceSaaS
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
Qualification
Required
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
Preferred
Spanish fluency is a big plus
Recent experience supporting California-based employer groups of 50-500 employees
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
Company
Benbase
Benbase is an AI-native, human‑first broker and platform for employee benefits that combines insurance pros with AI agents.
2-10 employees
Funding
Current Stage
Early StageTotal Funding
$5.3M2023-01-01Seed· $5.3M
Company data provided by crunchbase