Top Tech Jobs & Startup Jobs in San Francisco Bay Area, CA

Manages small-group employee benefits client relationships, including plan design consultation, renewals, carrier and vendor selection, enrollment support, compliance coordination, retention, cross-selling, and adoption of digital self-service tools. The role maintains client data, delivers proposals, supports marketing campaigns, identifies growth opportunities, and collaborates with internal teams and partners to improve service delivery and client satisfaction.

Manages a book of personal insurance clients, serving as the primary contact for renewals, policy changes, servicing, coverage recommendations, retention, and cross-selling. Builds client relationships, resolves issues with internal teams, promotes digital tools, and supports service improvements. Requires an active P&C license, strong communication and organizational skills, and at least two years of personal lines or account management experience. Applied Epic experience is strongly preferred.

Drive new business and deepen client relationships by building a qualified pipeline, meeting quota, and using data-driven insights, CRM, and AI tools to deliver consultative insurance solutions across personal lines. Collaborate with service teams, execute sales cadences, forecast revenue, and perform market and competitive analysis to grow accounts and expand market presence.