Account Manager
Precept - Irvine, CA

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Precept is an equal opportunity employer

Who We Are

Precept provides our clients with innovative, comprehensive employee benefit solutions. Our benefit consulting solution incorporates strategic design, implementation, administration, and communication. We tie employee wellness and disease management into the overall employee-benefit strategy, thereby providing a long-term plan for cost containment and improved employee health.

Our employees are our most valuable resource, enabling us to provide the best possible client services. Precept strives to allow our employees to have a meaningful work-life balance and the opportunity to enrich their professional and personal lives. Precept is proud to be recognized as a top place to work by Business Insurance, the Orange County Register, and the Orange County Business Journal.


The responsibility of the Account Manager is to build and maintain excellent relationships with client benefit practitioners and decision makers, provide and/or coordinate the delivery of all Company products and services to the client, and support Vice President(s) of Client Management and/or Case Manager(s) with senior-level benefit plan strategy, design, and financial performance.

Essential Functions

Develop and maintain effective and productive relationships with clients, prospects, and carriers, including:

Managing multiple clients within an assigned book of business, maintaining regular contact and developing strong relationships with benefit practitioners and decision makers

Promoting growth of existing book of business while maximizing client retention

Meeting all service standards required for managing client relationships, including renewal timing standards

Providing assistance to more junior team members regarding client plans and/or program coverage questions, benefit program adjustments, and problem solving

Coordinate the delivery of Company products and services to clients, including:

Facilitating all plan renewal activities within the Account Management team, Underwriting, and other internal departments

Regularly meeting with clients and key contacts to review plan performance and service levels

Conducting employee and/or manager focus groups as needed with appropriate reporting to the client

Providing clients with timely updates on industry trends and/or changes that can impact plan design, strategy, compliance, communication, and/or administration.

Conducting employee enrollment meetings

Developing a thorough understanding of internal process, team member responsibilities, and internal timelines so services can be accurately and effectively presented to the client

Coordinating and managing administrative activity on client accounts (i.e., project management of implementations, client restructuring, enrollment, and special projects)

Maintaining internal Company systems, policies, and processes, ensuring administrative activities are completed

Designing client presentations, exhibits, and reports, and developing communication strategies supporting client goals and objectives

Support Vice President(s), Client Management, including:
Participating in client strategy meetings, renewal meetings, book-of-business reviews, and any other meeting supporting client service delivery

Participating in annual Plan Audits, presenting service delivery results, and supporting the Vice President(s), Client Management with advice on strategies for managing cost, improving business results and enhancing plan value

Confirming and managing delivery of all client claims and plan financial reporting, providing appropriate commentary

Regularly meeting with clients, providing commentary on financial implications

Ability to travel hours at a time in cars and by other modes of transportation

Ability to carry materials weighing 30 pounds

Other duties and projects as assigned


Excellent written and oral communication, interpersonal, and relational skills, with the ability to quickly develop relationships of trust and confidence with a variety of people and personalities, at all levels within an organization

Ability to influence decisions makers and drive activities to generate new revenue

Self-motivated with the ability to effectively multi-task and work collaboratively in a fast-paced, team environment

Strong active listening skills with the ability to ask thoughtful and probing questions to determine client needs

Ability to make clear, logical decisions based on facts, taking into consideration the big picture, long- and short-term effects, and exercising sound judgment when handling complaints, confidential, and sensitive issues

Advanced skills in Microsoft Word, Excel, Access, and PowerPoint, with working knowledge of Publisher and MS Project

Experience and Education

Bachelors degree strongly preferred, or combination of applicable experience and education

Minimum seven to 10 years of experience working for a benefits broker or insurance carrier in an Account Management, Sales, or Corporate Benefit Administration role

Active Life Agent License is required or must be obtained within three months of hire date

HIPAA Certificate must be obtained within one week of hire date

CEBS or other associated designation preferred

Strong working knowledge of health and welfare plans, including medical, dental, vision, STD, and LTD insurance with demonstrated ability to explain, apply, and understand analysis techniques, benefit plan design, and employee benefit laws

Strong knowledge of all Health and Welfare plan compliance and reporting requirements, including expertise with ERISA, COBRA, HIPAA, PPACA, Mental Health Parity, ADA, and other industry legislation

Understanding of fully insured and self-funded plans, including basic underwriting strategies, stop loss coverage, risk management issues, and associated compliance issues

Working knowledge of the administrative processes and procedures used by Human Resources departments to administer benefit programs, including benefit and payroll administrative practices

Demonstrated experience working with online benefit enrollment tools and knowledge of administrative processes

Demonstrated understanding of insurance carrier administrative processes and procedures, with experience serving as an advocate for clients and/or employees in resolving administration and claims-related issues

Ability to evaluate complex employee benefit programs, diagnose potential problem, and identify opportunities for Company products, services, and/or solutions, communicating solutions to complex challenges to clients in a manner which can be easily understood and assessed by decision makers

Demonstrated ability to deliver consistently positive results through influencing, coordinating, and managing the efforts of others

Precept is an equal opportunity employer