The Account Executive (AE) is a client-facing benefits strategist responsible for leading consulting and renewal strategy for mid-market clients
Serve as the lead consultant, partnering with the Client Executive/Producer and Account Manager to develop, deliver, and execute benefits strategy
Own the renewal process, financial strategy, and client recommendations
Conduct regular client meetings to ensure satisfaction, alignment, and proactive planning
Drive client retention by identifying opportunities to strengthen relationships and expand services
Lead the full renewal lifecycle, including financial review, strategy development, carrier engagement, and client presentation
Maintain working knowledge of compliance requirements including HIPAA, ERISA, IRS Section 125, PPACA, and 5500 filings
Partner closely with the Account Manager to ensure seamless execution of strategy and deliverables
Engage in ongoing learning to build consulting, financial, and leadership capabilities

8-10 years of employee benefits experience in a broker/consulting environment
Proven success managing a client book and leading complex service deliverables
Strong working knowledge of group health & ancillary products, funding strategies, plan design, and market landscape
Familiarity with quoting, carrier negotiations, and financial/renewal analysis
Understanding of compliance requirements including ERISA, HIPAA, Section 125, PPACA, and carrier contracting processes
Advanced project management, prioritization, and organizational skills
Strong analytical and problem-solving ability; comfortable interpreting plan data and renewal analysis
Proficiency in MS Office, especially Excel and PowerPoint; CRM/benefits technology systems experience preferred
Current California Life & Health Insurance License (required)
Bachelor’s degree preferred or equivalent industry experience
Active pursuit or willingness to pursue professional designations (e.g., CEBS, SHRM, NAHU certifications)

health, pharmacy, long and short-term disability, vision, dental and other insurance solutions
variable compensation, commission, and/or annual bonus based on individual and company performance
health, wellbeing, retirement, and other financial benefits
paid time off
overtime pay for non-exempt employees
robust learning and development programs
reimbursement of job-related expenses as per company policy
employee perks and discounts

Account Executive

Key skills