The Role
Own strategic client relationships for a portfolio of 20-40 complex clients across the benefits lifecycle. Lead renewals, carrier negotiation, compliance, open enrollment, and deliver strategic presentations and financial reporting. Mentor Account Managers, refine workflows, and apply AI/automation to improve service delivery for California-based employer groups (50-500 employees).
Summary Generated by Built In
About Benbase
Benbase is reimagining benefits consulting for the modern era. In an industry dominated by outdated processes, spreadsheet chaos, and reactive service models, we're building something better—a benefits brokerage that fuses deep expertise with cutting-edge technology to deliver strategic, transparent, and exceptional client experiences.
Our clients want a strategic advisor who understands their business, leverages data and technology to inform decision-making, and helps them leverage benefits as a competitive advantage to attract and retain talent.
Backed by our commitment to innovation and operational excellence, Benbase is rapidly scaling. We're among the first brokerages to integrate AI-powered tools, automation, and modern workflows into every aspect of benefits consulting—helping HR teams take control of renewals, simplify strategy, and empower employees to get real value from their benefits.
Learn more about our core values.
About the Role
We're hiring a Senior Account Manager to own strategic client relationships and lead the delivery of exceptional benefits consulting. This role is ideal for someone who can balance hands-on execution with strategic consulting—serving as a trusted advisor. Leading clients through renewals, navigating complex benefits challenges, and delivering innovative solutions tailored to each client's unique needs.
At Benbase, you'll be at the forefront of transforming how benefits consulting works. You'll have access to cutting-edge AI-powered tools and automation that amplify your strategic impact. You'll work with ambitious, growth-focused clients who value innovation and expect their benefits partner to be a true extension of their leadership team. And you'll play a critical role in mentoring our Account Management team, shaping service delivery standards, and building Benbase's future as we scale.
This is a chance to do the work you love—building deep client relationships, solving complex challenges, and delivering creative strategies—while helping us dismantle the outdated practices that keep this industry stuck. At Benbase, you get to be the change that makes benefits smarter, simpler, and more strategic.
What You'll Do
Client Leadership & Strategy
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.
Execution & Deliverables
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.
Team Development & Innovation
Mentor Account Managers through active coaching and knowledge sharing. Partner with leadership to refine workflows, implement process improvements, and drive service delivery excellence.
What You'll Bring
Foundation: 7+ years benefits consulting experience | 5+ years independently managing accounts | Active life & health insurance license | Bachelor's degree or equivalent
Expertise: Deep knowledge of benefit products, funding structures, and compliance | Proficient with benefits platforms and AI/automation tools | Strong analytical and financial acumen
Capabilities: 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 | Spanish fluency is a big plus
This is a remote position but candidates must be based in California and bring recent experience supporting California-based employer groups of 50-500 employees.
Bilingual (English/Spanish) preferred; fluency in Spanish is highly desirable.
A Rare Chance to Transform Benefits Consulting
Join a mission-driven, high-growth company that's reimagining how benefits consulting works. Your expertise will directly shape client success, team development, and Benbase's service model as we scale.
Direct, Visible Impact
Your work will be felt immediately—by the clients you serve, the team members you mentor, and the company's trajectory. You'll have the autonomy to drive outcomes and the support to do your best work.
Access to Cutting-Edge Technology
Leverage AI-powered tools, automation, and modern workflows that amplify your strategic impact. Equip yourself with the technology that lets you focus on what you do best: strategic consulting and relationship-building.
A Collaborative, Ambitious Team
Work alongside benefits professionals who are passionate about excellence, innovation, and client success. Your expertise and voice will shape how we serve clients and reimagine an outdated industry.
Professional Growth & Development
As Benbase scales, you'll have opportunities to expand your portfolio, grow in leadership, mentor others, and shape the future of our service delivery. We invest in your growth through training, industry conferences, and clear career pathways.
Meaningful Work
Help growing companies attract and retain talent through strategic benefits design. Empower employees to get real value from their benefits. Be part of building something better in an industry ready for change.
Benefits
- Financial: Competitive pay starting at $115K, stock options, 401(k) with employer matching and live financial advisor support, FSA, HSA tax-saving options, company-paid life and disability.
- Health & Wellness: 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.
- Work-Life: Flexible PTO, paid parental leave, home office stipend, monthly connectivity reimbursement, company contribution to your Dependent Care FSA to help with day care.
Candidates from all backgrounds are encouraged to apply. We value inclusivity and diversity because they strengthen our "Human First" approach and enhance our ability to deliver exceptional benefits service. Diverse perspectives help us solve complex problems and create solutions that work for everyone. We are committed to building an equitable, welcoming team where everyone belongs.
Ready to lead with heart and hustle? Apply today.
Skills Required
- 7+ years benefits consulting experience
- 5+ years independently managing accounts
- Active life and health insurance license
- Bachelor's degree or equivalent
- Deep knowledge of benefit products, funding structures, and compliance
- Proficiency with benefits platforms and AI/automation tools
- Strong analytical and financial acumen
- Strategic consulting and problem-solving skills
- Exceptional communication including executive presentations and public speaking
- Executive relationship building with a track record of retention
- Detail-oriented with commitment to accuracy
- Self-motivated with strong independent judgment
- Mentorship and informal leadership experience
- Adaptability and enthusiasm for innovation
- Based in California with recent experience supporting California-based employer groups of 50-500 employees
- Fluency in Spanish
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The Company
What We Do
Benbase is an AI-powered employee benefits brokerage that pairs smart automation with real licensed advisors to deliver better benefits with less admin. Behind the scenes, our AI agents handle plan comparison, enrollment, compliance, bill audits, and administration — the 80% that's repetitive and rules-based. Up front, experienced benefits professionals provide the judgment, empathy, and expertise that actually matter. The result: benefits that work for your business and your people, without the dread of open enrollment season. We serve companies from 5 employees to 500 — startups, nonprofits, schools, trades, and everyone in between — because every team deserves access to expert guidance, not just the ones with enterprise budgets. What we believe: • Benefits should be a competitive advantage, not a headache • AI should do the heavy lifting so humans can do the real thinking • Simplicity scales — clarity over complexity, always Based in the SF Bay Area and serving clients nationwide. Built by benefits people who spent decades wishing this platform existed — then decided to build it. Let's talk: benbase.com
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