- Salary
- $150k – $175k
- Location
- San Jose, CA
- Workplace
- Hybrid
- Type
- Full-time
- Department
- Insurance
- Experience
- 7+ years
- Closing date
- Today
- Source
- Vincere
Description
Senior Benefits Account Executive & Lead
Job Summary
Seeking a highly skilled and experienced Senior Benefits Account Executive & Lead to join a dynamic team. This role is pivotal in managing complex client relationships, leading strategic renewal and service strategies, mentoring team members, and driving operational excellence within the Employee Benefits Department. The ideal candidate will bring a wealth of expertise in employee benefits, a proven track record of leadership, and a passion for delivering exceptional client service.
Compensation Package
- Salary Range: $150,000 - $175,000 annually
- Comprehensive benefits package, including health, dental, and vision insurance
- Opportunities for professional development and career advancement
- Hybrid work environment with 2-3 days in the office
- Supportive and collaborative team culture
Responsibilities
Client Management
- Manage a portfolio of large and complex employee benefits accounts, including fully insured and partially self-funded groups.
- Build and maintain executive-level client relationships.
- Conduct regular stewardship and planning meetings with clients.
- Provide compliance and benefits education support to clients.
Strategic Leadership
- Lead strategic renewal planning, client presentations, and vendor/carrier negotiations.
- Support producers with new business opportunities, quoting, and cross-selling initiatives.
- Serve as the senior escalation point for client service issues and claims concerns.
Team Leadership
- Mentor and lead a team of 10, including Account Managers, Marketing staff, and CSRs.
- Develop and implement best practices, workflows, and service standards.
- Partner with leadership on growth initiatives, succession planning, and team development.
Operational Excellence
- Monitor book-of-business performance and retention metrics.
- Identify and implement operational efficiencies and process improvements.
- Support agency growth, profitability, and client satisfaction goals.
Qualifications/Requirements
Minimum Qualifications
- 7–10 years of experience in commercial employee benefits insurance, preferably in an Account Executive or similar client-facing role.
- Previous supervisory, team lead, or people leadership experience is strongly preferred.
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Skills
Compliance
