Account Manager - Mountain View, CA; Vancouver, WA

Account Manager

Job Location: Mountain View, CA; Vancouver, WA

Excellence in Client Service is such an overused phrase, except when a company’s purpose for existence is to make life easier & better, while enriching the lives we touch, in order to create relationships worthy of loyalty.

The Client-Centric Framework

Client Support at Vita starts with the end in mind. Would our clients enthusiastically recommend us to a friend or colleague? And, more importantly, what do we need to do on a day to day basis such that every customer interaction sets a foundation for that enthusiastic referral? At Vita, we see every interaction as an opportunity to do the following:

  • Ensure an experience that enriches the lives we touch, and creates relationships worthy of loyalty; and
  • Engage clients to provide an excellent level of knowledge-based service that exceeds expectations.

The Role & Expected Results

An Account Manager at Vita is a client-facing role, with responsibility for providing knowledge, service and excellence for client employee benefit plans. This is a full-time position in our fast-paced, professional office environment! At Vita, Account Manager’s work directly with our clients to manage all aspects of benefits for companies.

Responsibilities include, but are not limited to:

  • Command and manage all aspects of clients’ accounts through micro and macro analysis of client specific details;
  • Facilitate client meetings, as well as present new hire and OE meetings;
  • Develop and maintain relationships with clients at an administrative level, as well as some at a decision-making level;
  • Build/update accurate cost models;
  • Proactively manage renewal process;
  • Confirm all necessary compliance processes and documentation;
  • Manage all policies, certificates, and contractual agreements;
  • Be an advocate for our clients and drive for resolution all claims and issues as they arise; and
  • Engagement in training and development of other team members.


This is not a sales position. The right candidate should have at least 3-5 years of experience in employee benefits or human resources. Direct experience in employee benefits preferred. You must be self-confident, highly accurate in all your work, well-organized, flexible, highly self-disciplined (follow through, attention to detail, self-starter), able to work proactively and independently, possess critical thinking skills, have a professional demeanor and business owner empathy, and excellent communication skills (both written and verbal). You are driven by a continual improvement process mindset. Proficiency in Microsoft Office. Bachelor’s degree preferred. The workload is very diverse and demanding, and requires an intelligent, flexible, enthusiastic person who is a team player and willing to do whatever it takes to get the job done.

Who is Vita?

Our mission is to make everyday life easier and better by providing a customer experience unsurpassed in the employee benefits industry. We aspire to enrich the lives we touch, creating relationships worthy of loyalty.

Vita’s success is built on four core values that define how we behave:

  • Knowledge - Unparalleled commitment to knowledge that enriches the lives we touch is the foundation;
  • Service - A level of service that consistently makes life easier & better is our goal;
  • Excellence - A passion for measured excellence drives everything we do; and
  • Relationships - Developing meaningful relationships worthy of loyalty.
  • Our values permeate through every aspect of Vita life, whether internal, with insurance carriers, or with our clientele.

What is Vita?

The Vita Companies is an employee benefits brokerage and consulting firm. Our Corporate Headquarters is located in the heart of Silicon Valley in Mountain View, CA. We also have an office in Vancouver, WA.


Starting salary dependent on experience and education. An excellent benefits package including medical, dental, vision, long-term disability, life insurance, 401(k) plan, and a comprehensive wellness program (with incentives) is offered.

Do not send a resume or contact our office regarding this position. Instead, please write a short essay (1-2 paragraphs) about why you are interested in this position and in our company based upon the information you’ll find in our website ( Please send your essay to