Benefits Account Executive: Grow & Retain Clients

Insurica; California; On-site; USD 75,000 - 120,000; Full time

Job summary

Insurica is seeking an Employee Benefits Account Executive to maintain and grow an established book of business in California. You will deliver exceptional service, retain clients, and pursue new lines of coverage, leveraging your life/benefits experience and licensure.

Join a fast-paced, client-focused team where you will negotiate with carriers, present proposals, and coordinate renewals while upholding regulatory and confidentiality standards. Some travel may be required.

Qualifications

• 7–9 years of life/benefits experience preferred.
• State-issued life and health insurance license, or willing to obtain one.
• Bachelor's degree preferred.
• Knowledge of insurance markets and ability to travel locally and overnight.

Responsibilities

• Market, service, develop, and retain assigned accounts.
• Prepare renewals, obtain markets, deliver policies, and resolve service problems.
• Retain and develop accounts by recommending risk handling strategies.
• Negotiate with carriers for proper coverage options and price.
• Present programs to key accounts and prospects; maintain client files.
• Inform clients about policy changes and education on coverage needs.
• Travel locally and overnight as needed.

Skills

Life/Benefits experience

Customer service

Communication skills

Travel ability

Education

Bachelor's degree

Life/Health license

Job description

Insurica is seeking an Employee Benefits Account Executive to maintain and grow an established book of business in California. You will deliver exceptional service, retain clients, and pursue new lines of coverage, leveraging your life/benefits experience and licensure.

Join a fast-paced, client-focused team where you will negotiate with carriers, present proposals, and coordinate renewals while upholding regulatory and confidentiality standards. Some travel may be required.