Account Manager - Health Insurance Agency

San Francisco Health Insurance Agency is a small, family-owned independent health insurance agency that’s been around for 45 years, purchased by siblings Tiff and Katie. We’re a close-knit team (literally family!) and pride ourselves in offering compassionate, high-quality guidance when it comes to choosing a health insurance plan.

We primarily sell health insurance policies to Small Businesses and Medicare-eligible folks (usually 65+) in California. As we grow, we are looking for an excellent account manager who helps us retain our business. Our days are filled with client meetings, proposal generation, application processing and client relationship building and outreach.

Key Responsibilities :

• Provide excellent customer service for existing clients, answering questions via email or phone call which includes calling and emailing insurance carriers to resolve billing, claims, application status, and other issues. Must be warm, clear, patient and professional.
• Demonstrate solid understanding of California eligibility rules for small business carriers and Medicare carriers in addition to knowledge that is specific to plans and benefits
• Prepare renewal packets and open enrollment letters for employees including compliance documents in Adobe
• Evaluate small business medical, dental and vision renewals and present options to employers, handle the renewal process from start to finish which includes mastering our quoting engine Health Connect and following up with hard to reach small business owners
• Quote employee worksheets for new hires and conduct one-on-one Zoom meetings with employees during open enrollment
• Build strong relationships with small business owners
• Learn, master and efficiently execute DocuSign template creation including but not limited to completing a small business enrollment documents from start to finish or completing a Medicare Supplement application
• Shop plan options for clients with upcoming Medicare birthdays and send proactive outreach including meeting with client to discuss options. If policy is a good fit, work with client on new enrollment
• Meet and advise with Medicare clients on how to shop on the Medicare.gov website for their Part D drug plans

Requirements:

• Active California Life and Health License
• 2-3 years experience in Small Business Employee Benefits or Medicare Supplement Insurance preferred. This is currently not a sales position, but if the fit is right, there may be an opportunity
• Excellent organizational and executive function skills; detail-oriented, responsible, responsive, professional, and punctual
• Strong computer skills; including: Adobe PDF manager, Outlook email, Slack, Excel, Word, PowerPoint, Proton Sheets, Outlook, Microsoft Teams, YouTube and social media platform (basic knowledge of social media is okay). Online file systems, password managers, online fax tools, USPS Mail
• Self-starter attitude with willingness to learn to learn and master new online systems and portals with little guidance
• Warm, friendly, professional and helpful demeanor with clients, willing to go the extra mile, even when under stress or dealing with frustration.
• Ability to build and maintain relationships while setting appropriate boundaries (e.g., knowing when to wrap up calls or redirect conversations).
• Exceptional written communication that is personable, clear, friendly, and thorough
• Patient and respectful on the phone with customer service reps. Able to be persistent, creative and solution-oriented
• Required to have a formal desk set up and required to use a mouse and monitor (which office will provide)
• Long term interest in the position (2+ years or longer is ideal), not ideal for those retiring soon or in school/returning to school
• High School/GED Preferred at minimum
• Bilingual in English and Spanish (a significant plus)

Job Schedule and Compensation

• Location : Remote
• Check-ins: We’ll evaluate the fit after 3 weeks, with a follow-up review at 60 days.
• Ongoing Schedule: Full time position Monday through Friday 8:00am - 5:00pm
• One Zoom/Slack/Teams meeting per day
• Compensation: $70,000-$95,000 , based on fit
• Busy Season: Our busiest time is October 1st through January 31st - it's all hand on deck. This means no vacations during that window.
• Additionally, we need coverage on dates: June 15th - July 10th in 2026. This is a 2026 exception, no vacations can be planned during this time.

HOW TO APPLY

Write us a cover letter:

• Respond directly to the job details listed above.
• Share specific examples—from work or daily life—that highlight why you’re a great fit.
• Let us know where you shine, and where you may still be learning or growing.
• Include any questions you have for us—we’d love to hear them!
• Share your access needs and pronouns
• Include 2–3 references (name, relationship, and phone number).
• If needed, these can be sent later in the interview process.

Please also include a resume.