Benefits Account Manager

4 weeks ago


San Francisco, United States Jackson Square Financial Full time


Are you a self-starter that operates with a can-do mentality? Does resolving client issues and providing excellent service bring you satisfaction? Do you want to grow your career in insurance and financial services? If so, one of the Bay Area’s oldest privately-owned Employee Benefits Practices – Jackson Square Financial is seeking a Benefits Account Manager. Could this be you?


This is a full-time position with an annual starting salary of $75k, commensurate with experience.


As a Benefits Account Manager, you'll be a vital part of our team, acting as the liaison between Employee Benefits clients, insurance carriers, and wholesalers. Your responsibilities will include:


  • Proposal generating with General Agency teams
  • Ease Build-outs for new and renewing groups
  • Resolving billing-related inquiries
  • Preparing deduction reports
  • Providing administrative support as needed


Job Requirements:


  • 1+ years’ experience as an Account Manager or in a similar role within the Employee Benefits sector

·      2+ years of Customer Service experience

·      3+ years of Microsoft Excel, PowerPoint, Word experience

  • Excellent organizational skills with a keen eye for detail
  • Salesforce Experience
  • Ease Experience (preferred)


About Jackson Square Financial


Since 1993, Jackson Square Financial has been a trusted name in the financial services industry, renowned for our integrity and personalized client service. We offer a comprehensive range of services, including wealth management, customized group benefits, retirement planning, and insurance solutions. Our mission is to support individual households and closely held small to mid-sized businesses, guiding them toward financial success with our expertise and resources.

Our team comprises dedicated professionals who bring years of experience and industry-recognized credentials. Together, we provide our clients with innovative solutions tailored to their unique needs, ensuring they receive the best in financial and benefits management.


If you’re ready to join a firm with a legacy of excellence and a commitment to client service, we’d love to hear from you. Apply today and become a part of Jackson Square Financials’ proud history


We are an equal-opportunity employer and welcome diversity in the workplace. 


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