Senior Account Executive – Strategic Accounts

This is a fully remote position, open to applicants in California.

📋 Description

• Act as a senior operational leader for intricate client accounts.

• Collaborate closely with the Producer, Managing Consultant, and Senior Benefit Consultant to implement client strategies.

• Take ownership of and consistently enhance the overall client experience.

• Serve as the main point of contact for senior client stakeholders.

• Lead the execution of complex renewal cycles.

• Oversee and coordinate all daily service delivery across a multi-disciplinary team.

• Foster accountability within the service team by managing timelines, deliverables, and quality standards.

• Ensure service delivery is aligned with the client’s wider business objectives.

• Identify, anticipate, and proactively address service risks and gaps.

• Mentor and develop junior team members.

⛳️ Requirements

• Over 7 years of experience in employee benefits account management.

• Demonstrated expertise in supporting self-funded and complex benefit structures.

• Bachelor’s Degree is preferred.

• Life & Health License is required.

• Advanced proficiency in Microsoft Excel and PowerPoint is necessary.

• Experience with data, reporting, and analytics tools is preferred.

• Willingness and ability to attend in-person client meetings and travel as required.

🏝️ Benefits

• Health insurance.

• Wellbeing programs.

• Retirement plans.

• Paid time off.

• Overtime pay for non-exempt employees.

• Comprehensive learning and development programs.

• Reimbursement for job-related expenses.

• Employee perks and discounts.