Suess Insurance Services

Role Description We’re looking for a relationship-driven Employee Benefits Client Manager to support and grow a portfolio of employer groups. This role is ideal for someone who enjoys being front-facing with clients, building trust, and acting as a go-to resource for all things benefits. You’ll work closely with business owners and their teams to guide them through renewals, open enrollment, and ongoing benefits support. While organization and follow-through are important, this role is centered around communication, responsiveness, and delivering a strong client experience. If you enjoy building long-term relationships and being a trusted advisor to your clients, this could be a great fit. What You’ll Do - Serve as the primary point of contact for a portfolio of employee benefits clients - Build strong relationships with business owners and key decision-makers - Lead renewal conversations and present plan options in a clear, consultative way - Support clients through open enrollment and employee education - Assist employees with benefit questions, coverage details, and claims concerns - Coordinate with internal team members and carriers to ensure smooth service delivery - Identify opportunities to enhance coverage and improve client outcomes - Maintain consistent communication and follow-up to ensure client satisfaction Qualifications - Active Life/Health license (or ability to obtain quickly) - Experience in employee benefits or group insurance - Strong communication skills with a client-first mindset - Comfortable leading conversations and presenting options to clients - Organized and able to manage multiple relationships at once - Proactive, responsive, and solution-oriented - Experience with Employee Navigator preferred Benefits - 401(k) - Bonus based on performance - Competitive salary - Dental insurance - Health insurance - Opportunity for advancement - Paid time off - Training & development - Vision insurance Company Description

Role Description We’re seeking an experienced Benefits Manager who enjoys working directly with clients and playing a key role in managing their benefits programs. This position is ideal for someone who is detail-oriented, knowledgeable in group benefits, and takes pride in delivering a high level of service. In this role, you’ll support a growing book of business by guiding clients through renewals, open enrollment, and day-to-day account needs. You’ll serve as a trusted resource for both employers and their employees, helping ensure a smooth and positive experience from start to finish. If you’re looking for a role where you can build strong relationships, stay engaged in meaningful work, and make an impact, we’d love to connect. What You’ll Do: - Manage a portfolio of employee benefits accounts and maintain strong client relationships - Prepare renewal packages, including plan comparisons and cost breakdowns - Guide clients through open enrollment and assist with employee communication materials - Respond to employee questions and provide support with claims and coverage issues - Coordinate enrollments, terminations, and policy updates accurately and efficiently - Maintain organized records and ensure compliance with industry regulations Qualifications - Active Life/Health license (or ability to obtain quickly) - 3+ years of experience in employee benefits or group account management - Strong knowledge of medical, dental, vision, life, and disability plans - Excellent communication and relationship-building skills - Highly organized with the ability to manage multiple accounts and deadlines - Self-motivated with the ability to work independently and as part of a team - Proficient in Microsoft Office, including Excel and Outlook - Experience with Employee Navigator preferred Benefits - 401(k) - Bonus based on performance - Competitive salary - Dental insurance - Health insurance - Opportunity for advancement - Paid time off - Training & development - Vision insurance Company Description

Role Description Are you an experienced Employee Benefits professional who enjoys building relationships and making a real impact for clients? We’re looking for a licensed Employee Benefits Account Manager to join our team and help support a growing book of business. In this role, you’ll work closely with clients to manage their benefits programs, guide them through renewals and open enrollment, and ensure a smooth, positive experience for both employers and their employees. If you’re organized, knowledgeable in group benefits, and enjoy a mix of client interaction and behind-the-scenes coordination, this could be a great fit. What You’ll Do: - Manage a portfolio of employee benefits accounts and serve as a trusted point of contact - Prepare and present renewal options, including plan comparisons and cost analysis - Support clients during open enrollment and assist with employee communications - Help employees with benefit questions and claims support - Coordinate enrollments, terminations, and policy updates - Assist with onboarding new groups and gathering necessary documentation - Ensure a smooth day-to-day experience for clients and their teams - Stay up to date on industry guidelines and compliance requirements Qualifications - Active California Life & Health license (or ability to obtain) - 3+ years of experience in employee benefits or group account management - Strong understanding of medical, dental, vision, life, and disability plans - Great communication skills and a client-first mindset - Highly organized and able to manage multiple accounts at once - Comfortable working both independently and as part of a team - Proficiency in Microsoft Office (especially Excel and Outlook) - Experience in using Employee Navigator Benefits - 401(k) - Bonus based on performance - Competitive salary - Dental insurance - Health insurance - Opportunity for advancement - Paid time off - Training & development - Vision insurance Company Description

Role Description We are seeking a full-time, licensed, and experienced Employee Benefits Account Manager to join our team. In this role, you will support a portfolio of clients by managing their employee benefits programs, ensuring compliance, and delivering a high level of service throughout the policy lifecycle. This position is ideal for someone who is detail-oriented, knowledgeable in group benefits, and enjoys building strong client relationships while managing multiple accounts. Responsibilities - Prepare renewal and marketing reports comparing employee benefits plans, coverage options, and costs - Assist with annual open enrollment meetings and client presentations - Draft and distribute client communications, including correspondence and compliance notices - Calculate employee contributions and develop contribution strategies aligned with client budgets - Collect and organize new client information and onboarding documentation - Assist with group applications, policy changes, and terminations - Support client employees with benefit questions and claims resolution - Oversee enrollments, terminations, and COBRA/Cal COBRA notifications - Ensure compliance with regulatory requirements including HIPAA, COBRA, ERISA, ACA, and applicable state/federal laws - Collaborate with internal teams and perform additional duties as needed Qualifications - Active California Life/Health license (required or ability to obtain) - Minimum 3+ years of experience in small and/or large group benefits account management - Strong knowledge of medical, dental, vision, life, and disability plans - Excellent written and verbal communication skills - Highly organized with strong time-management abilities - Ability to manage multiple priorities and meet deadlines in a fast-paced environment - Self-motivated and able to work independently - Experience in using Employee Navigator - Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint) - Associate’s degree required; bachelor’s degree preferred - Spanish bilingual skills are a plus Requirements - $60,000 – $85,000 annually (negotiable based on experience) - Bonus and commission opportunities - This is a remote position. Benefits - 401(k) - Bonus based on performance - Competitive salary - Dental insurance - Health insurance - Opportunity for advancement - Paid time off - Training & development - Vision insurance