Senior Benefits Account Executive – Benefits Lead

Role Overview

• Manage large and complex employee benefits accounts.
• Lead strategic renewal planning, client presentations, vendor and carrier negotiations.
• Support producers with new business opportunities, quoting, and cross-selling initiatives.
• Serve as senior escalation point for client service issues and claims concerns.
• Track activities and maintain documentation in agency systems.
• Maintain executive-level client relationships.
• Conduct regular stewardship and planning meetings.
• Provide compliance and benefits education support.
• Lead and mentor Account Managers, Marketing, and CSR’s.
• Develop best practices, workflows, and service standards.
• Partner with leadership on growth initiatives and succession planning.
• Monitor book-of-business performance and retention.
• Identify operational efficiencies and process improvements.
• Support agency growth, profitability, and client satisfaction goals.
• Model Leavitt values and professional standards.
• Drive accountability, collaboration, and continuous improvement.
• Support career development across the Employee Benefits team.

Requirements

• 7–10+ years of employee benefits, insurance, or HR consulting experience.
• Experience managing large and complex client accounts.
• Strong presentation, communication, and relationship-management skills.
• Current Health & Life License required.
• Continuing education and applicable compliance training required.
• Strategic consulting and client advisory skills.
• Advanced Excel, PowerPoint, and presentation capabilities.
• Strong analytical, organizational, and project-management skills.

Benefits

• Professional office and hybrid work environment; periodic travel required.