Employee Benefits Associate Account Manager (Fintech)

Location: On-site in San Jose, California; the description also references Costa Mesa, California

Salary: $24–$28 per hour

Company

hirify.global is a global fintech company providing insurance, reinsurance, payroll, employee benefits, cybersecurity, mortgage, and related services.

What you will do

• Support Employee Benefits Account Managers with eligibility changes, enrollment updates, billing inquiries, claims issues, carrier follow-up, and account maintenance.
• Process service requests and maintain accurate account activity records in the EPIC Agency Management System.
• Coordinate with carriers, vendors, clients, and internal teams to resolve issues and complete service deliverables.
• Assist with renewal preparation, including collecting carrier requirements, client census data, applications, questionnaires, presentations, and correspondence.
• Support open enrollment and new client implementation through project tracking, enrollment materials, carrier coordination, setup, and documentation.
• Prepare reports and client deliverables, maintain electronic files, and identify workflow improvements.

Requirements

• High school diploma or equivalent required; an associate’s or bachelor’s degree is preferred.
• Strong customer service, communication, active listening, organization, project coordination, problem-solving, and attention-to-detail skills.
• Ability to manage multiple priorities, work independently, collaborate effectively, and handle confidential information with discretion.
• Prior customer service, insurance, employee benefits, benefits administration, human resources, or account management support experience is preferred.
• California Life & Health Insurance License preferred, or ability to obtain it within one year of hire.
• Experience with Microsoft Outlook, Word, Excel, PowerPoint, Teams, EPIC, benefits administration platforms, carrier portals, and AI-enabled productivity tools is relevant.

Culture & Benefits

• On-site work supports collaboration, team leadership, and cross-functional partnership.
• Medical, dental, vision, life, disability, fertility, wellness, and paid sick-time benefits.
• Paid time off, holidays, an Employee Assistance Program, and a Calm app subscription.
• Immediate 401(k) vesting, HSA and FSA options, commuter benefits, and employee discounts.
• Paid maternity and paternity leave, including for adoptive parents, plus legal-plan and pet-insurance options.