Client Service Manager

Client Service Manager Carlsbad, CA Job Details Full-time $65,000 - $80,000 a year 16 hours ago Benefits Wellness program AD&D insurance Health insurance Dental insurance 401(k) Paid time off Vision insurance 401(k) matching Life insurance Referral program Qualifications Benefits administration Record keeping Spanish Managing customer accounts Microsoft Excel Customer relationship building Customer service Process improvement Mid-level Client relationship development Administrative experience High school diploma or GED Salesforce Cloud Bachelor's degree Relationship management CRM system proficiency Productivity software Account management 2 years Stakeholder relationship building Full Job Description About the Role At SSA Insurance Services, we believe great benefits are about more than plans and pricing, they're about people. We're looking for an Account Manager who is naturally service-driven, relationship-oriented, and genuinely enjoys helping others. This role is perfect for someone who thrives on being the go-to person for clients, builds trust easily, and takes pride in delivering a thoughtful, high-touch experience. If you love connecting with people, solving problems, and making things feel easy for others, this could be a great fit. What You'll Do Client Experience & Relationship Management Serve as the primary point of contact for a dedicated group of clients Build strong, long-term relationships with HR teams, leadership, and employees Support day-to-day client needs including eligibility, billing, claims, and general service requests Communicate clearly, proactively, and with a high level of professionalism and warmth Help guide clients through renewals and ongoing benefits strategy Service & Operations Support Coordinate and manage service requests with accuracy and follow-through Assist with employee eligibility processing and confirmations Prepare renewal materials and support open enrollment processes Build and manage online enrollment platforms for clients Process plan changes and updates Team & Administrative Support Maintain accurate client records in CRM systems Support internal projects, system transitions, and process improvements Contribute to documentation, workflows, and best practices Stay current on industry updates and compliance changes Who You Are We're less focused on checking every box and more focused on how you show up.

You are someone who:

Loves working with people and takes pride in helping others Builds trust quickly and communicates in a warm, professional, and approachable way Is highly responsive and reliable. You follow through on what you say you'll do Has strong attention to detail and stays organized without losing the human touch Is calm, solutions-oriented, and resourceful when challenges come up Enjoys working in a collaborative, team-first environment Takes initiative and ownership of your work Qualifications 2-5+ years of experience in employee benefits, insurance, or account management preferred California insurance license preferred (or willingness to obtain) Familiarity with CRM systems (Salesforce a plus) and Microsoft Office tools, along with Ease and Employee Navigator Enrollment Software. Ability to manage multiple priorities while maintaining a high level of accuracy and service Spanish Speaking is a major PLUS! Why SSA We're a boutique, growing agency that values: A high-touch, concierge-level service experience A positive, collaborative, and supportive team culture Doing meaningful work that directly impacts our clients and their employees Growth opportunities without the bureaucracy of a large organization We also offer a competitive benefits package including medical, dental, vision, life insurance, 401(k) with match, paid time off, team events, and a wellness program. •This position has a pay range of $65,000 - $80,000 annually, with final compensation based on experience, qualifications, and overall fit for the role. This role may also be eligible for discretionary bonus opportunities. This is an in-person position based in our Carlsbad office, with occasional flexibility based on business needs. Employment with SSA Insurance Services is at-will, meaning either the employee or the company may terminate employment at any time, with or without cause or notice, in accordance with applicable laws. Final candidates may be subject to a background check and/or verification of licensing, where permitted by law. Benefits are subject to change and eligibility requirements. SSA Insurance Services is an equal opportunity employer committed to creating an inclusive environment and welcoming applicants of all backgrounds, experiences, and perspectives. We are also committed to providing reasonable accommodations for qualified individuals with disabilities throughout the hiring process. Please let us know if you need assistance.)•

Job Type:

Full-time Pay:

$65,000.00 - $80,000.00 per year

Benefits:

401(k) 401(k) matching AD&D insurance Dental insurance Health insurance Life insurance Paid time off Referral program Vision insurance People with a criminal record are encouraged to apply

Experience:

Account Management :

2 years (Preferred)

Work Location:

Hybrid remote in Carlsbad, CA 92009