Benefits Account Manager

Leavitt Pacific Brokers in San Jose, CA is looking for a Benefits Account Manager (BAM), you’ll be the superhero for our clients, managing their benefits accounts and delivering next-level service. You’ll work closely with Producers to support sales and marketing efforts while building strong, long-lasting relationships. If you love multitasking, solving problems, and making clients feel like VIPs, this is the job for you!.

Your Superpowers (aka Responsibilities)

🔹 Client Service Guru

• Keep client files organized and up to date in agency systems (Applied/AMS, Health Connect).
• Be the renewal rockstar—track and assist with renewals 45–60 days in advance.
• Coordinate enrollment meetings and ensure benefit materials are prepped and ready to shine.
• Handle client service calls and turn challenges into solutions.
  
  

🔹 Marketing & New Business Ninja

• Create benefit proposals and comparison spreadsheets (Excel wizards, this is your moment!).
• Scrub case submissions and follow up on underwriting approvals.
• Partner with Producers to find new opportunities and make them happen.
  
  

🔹 Compliance & Industry Whiz

• Stay current on ERISA, ACA, and other applicable regulations.
• Ensure client interactions and documentation are always spot-on and compliant.
  
  

What You Bring To The Table

• Experience: 3–4 years of Employee Benefits Account Management, with small and large group renewals.
• Education: Bachelor’s degree (or equivalent experience).
• Skills:
• Strong customer service and problem-solving skills.
• Team player with excellent verbal and written communication.
• A multitasker with a laser focus on details. 🌟 Spanish-speaking skills are a huge plus!
  

Tech You’ll Love Using

• Benefits Admin Platforms: Ease, Employee Navigator
• Agency Management Systems: BenefitPoint
• HRIS Systems: ADP, Paycom, Workday
• Microsoft Office Pro: Excel, Word, PowerPoint, Outlook
  
  

Perks of Joining Us

• Competitive Salary ( 90- 110 K ) & Benefits
• Opportunities for growth and continuing education
• Hybrid Schedule with flexibility
• Amazing clients and a supportive team that feels like family
  
  

Ready to Apply?

We can’t wait to meet you! If you’re ready to make a difference and grow your career, apply now!