Demo

Account Manager I

Staff Benefits Management and Administrators
San Diego, CA Full Time
POSTED ON 3/12/2026
AVAILABLE BEFORE 5/2/2026

SBMA, a third-party administrator, is an affordable ACA-compliant benefits provider to thousands of employers. Their goal is to simplify the complexity of providing employee benefits. SBMA is different because of its personal service, speed of implementation, and innovative approach to benefits coverage.

SBMA is currently seeking an Account Manager I to join our growing team.

To perform this job successfully, an individual must be able to satisfactorily perform each essential duty. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

Essential Duties and Responsibilities:

  • Manage client accounts, either as a hybrid role or for a specific account as assigned.
  • Communicate in a clear, professional, and tactful manner.
  • Demonstrate proficiency in Excel, Outlook, and Microsoft Office.
  • Handle inbound/outbound calls from clients, brokers, and GAs
  • Provide information and support to resolve customer inquiries and issues.
  • Verify client coverage & plan-related questions as needed.
  • Scan, email, and manage documents as needed.
  • Process ID card requests.
  • Serve as a backup for COBRA administration, including enrollments, answering rate questions, and ensuring timely processing.
  • Perform daily office tasks such as Outlook inbox management.
  • Assist with eligibility, enrollment, implementation, renewal, and annual review processes.
  • Manage time effectively and handle multiple tasks simultaneously.
  • Collaborate well in a team environment.
  • Health and Life Insurance License preferred, or willingness to obtain within 6 months of employment.
  • If licensed, respond to call center calls year-round as they come in.
  • Participate in special projects and complete other duties as assigned.
  • Minimum of 1 year Insurance experience required.
  • Minimum of 1-year Medical Benefits-related experience required.
  • Minimum of 1-year prior experience with benefits/eligibility portals required.
  • Bilingual skills are a plus but not required.

This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.

Competencies:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and Experience:

  • 1 Years of prior insurance experience, required
  • High school diploma or the recognized equivalent, required
  • 1 years of prior medical benefits-related insurance experience, required
  • Working knowledge of Microsoft Office (intermediate to advanced Excel knowledge)
  • 1 years of prior experience working in an administrative/office setting

Other Qualifications:

  • Must possess excellent verbal and written communication skills
  • Ability to work well independently on assigned duties and collaborate effectively with a team
  • Must be comfortable with Microsoft Office (Excel, Word, Outlook, etc.)

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

  • Moderate stress due to regular deadlines and daily challenges
  • High finger dexterity while typing documents and forms
  • Occasionally lift up to 20lbs.

Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Work is done in a temperature-controlled, non-smoking office
  • Workstations are cubicles with moderately high sides
  • The noise level in the work environment is usually moderate

Job Type: Full-time

Pay: $26.00 - $28.00 per hour

Work Location: Hybrid remote in San Diego, CA 92108

Salary : $26 - $28

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