Account Executive

Our client, a growing insurance brokerage, is seeking a seasoned remote Account Executive - Employee Benefits (Mid-Market and Large Clients) to act as a strategic partner to clients across a diverse employee benefits portfolio. This role blends consulting, financial strategy, and team leadership—ideal for someone who thrives in a client-facing environment and enjoys driving meaningful impact. What You’ll Be Doing Analyze claims data, financial reports, and utilization trends to develop strategic, cost-effective benefits recommendations Lead and guide clients through annual renewals, including market strategy, carrier negotiations, and plan design decisions Build trusted relationships with client stakeholders, serving as a go-to advisor on benefits strategy and long-term planning Collaborate with internal teams to ensure alignment between strategy, execution, and overall client experience Support complex, large-market accounts by partnering with senior consultants to implement strategic initiatives and deliverables Identify opportunities to expand services, strengthen client relationships, and contribute to overall portfolio growth Provide direction and mentorship to junior team members, helping elevate their client readiness and technical skillsets Work closely with carrier and vendor partners to evaluate solutions and bring forward competitive, tailored offerings Translate complex data and market insights into clear, compelling presentations for client decision-makers Quarterly travel for key client meetings What We’re Looking For 8–10+ years of experience in employee benefits within a brokerage or consulting environment Current California Life & Health Insurance License Demonstrated success managing client relationships and delivering strategic benefits solutions Deep understanding of group health, ancillary products, and funding strategies Experience interpreting data and leading financial discussions with clients Knowledge of compliance frameworks including ERISA, HIPAA, and ACA Strong communication skills with the ability to simplify complex concepts for a variety of audiences Proven leadership mindset with experience coaching or supporting team members Nice to Have Familiarity with benefits administration platforms and CRM tools Exposure to automation or AI tools to improve efficiency and insights #J-18808-Ljbffr