Senior Employee Benefits Account Manager

Acrisure

. Serve as the primary point of contact for a portfolio of employee benefits clients .

Posted 9/29/2026full-timeSan Jose • California • United StatesSenior💰 $110,000 - $130,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in employee benefits management, including strategic planning, compliance with regulations such as ACA and ERISA, and effective client relationship management. Proficient in utilizing technology tools like Applied Epic and Microsoft Office to enhance service delivery and operational efficiency.

Highest-signal resume keywords

Employee Benefits ManagementClient Relationship DevelopmentRegulatory Compliance ExpertiseStrategic Planning and ImplementationInsurance Licensing

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Employee Benefits AnalysisInsurance Concepts UnderstandingNegotiation SkillsProject ManagementCritical Thinking

Soft Skills

Verbal and Written CommunicationAttention to DetailProblem-Solving AbilityAdaptabilityTeam Collaboration

Tools & Technologies

Applied EpicMicrosoft OfficeEaseEmployee NavigatorSuvaun

Certifications & Qualifications

Insurance LicenseL&H License

Industry Keywords

Employee BenefitsHealth InsuranceDental InsuranceVision InsuranceDisability InsuranceComplianceACAERISACOBRAFSA

About the role

Key responsibilities & impact

Serve as the primary point of contact for a portfolio of employee benefits clients
Develop and maintain client relationships and understand client needs, objectives, and challenges
Conduct client meetings to review benefit programs and discuss improvements
Provide strategic advice on health, dental, vision, life, and disability insurance plans
Analyze benefit programs and recommend enhancements
Monitor industry trends and regulatory changes affecting benefits strategies
Design and implement employee benefits plans aligned with client objectives and budgets
Negotiate plan terms, pricing, and services with insurance carriers and vendors
Oversee implementation of new benefits plans
Ensure compliance with applicable laws and regulations, including ACA, ERISA, HIPAA, Section 125, SPD, FSA, HRA, Form 5500, and COBRA
Assist with enrollment, claims, and employee communications
Conduct benefits education and prepare communications materials
Address client and employee inquiries
Mentor junior account managers and support staff
Collaborate with sales, underwriting, customer service, and other internal teams
Participate in cross-functional service delivery and operational efficiency initiatives
Serve as primary group-level contact for day-to-day requests, account oversight, and critical issue escalation
Coordinate pre-renewal strategy and planning, including meetings, marketing, quoting, plan analysis, and presentation materials
Present renewals, recommend benefit options, and confirm client decisions
Support marketing, renewal, and open enrollment activities with the account executive/broker
Provide expertise on eligibility, claims, COBRA, underwriting guidelines, and employee benefits compliance
Delegate tasks to support team members and ensure timely completion
Maintain expertise in Applied Epic, Microsoft Office, Ease, Employee Navigator, Suvaun, and other supported technology tools
Pursue professional development and continuing education
Perform other duties as assigned

Requirements

What you’ll need

Required insurance license(s)
Demonstrated verbal and written communication skills, including correct grammar, spelling, and punctuation
High degree of critical thinking and problem-solving ability
Attention to detail, producing outcomes with minimal errors
Understanding of insurance concepts and applicable law as related to employee benefits
Ability to adapt to changing direction and priorities in a fast-paced environment
Advanced proficiency with technology, including MS Office
Ability to work with minimal supervision, independently, and as part of a team
Bachelor’s degree or higher is preferred, or equitable experience
Five+ years’ experience servicing employee benefit clients in the small and large group segment
Ability to manage multiple clients and projects simultaneously
L&H license required
Experience with Applied Epic, Microsoft Office, Ease, Employee Navigator, Suvaun, and other agency-supported technology tools