Benefits Strategy & Client Growth Executive

Military, Veterans and Diverse Job Seekers; San Diego (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

Military, Veterans and Diverse Job Seekers seeks an Account Executive II focused on employee benefits in San Diego. You will manage a diverse book of business, grow relationships, and coordinate with producers to develop benefit strategies for groups of varying sizes.

You will present plans, renewals, and wellness options to HR leaders and C-suite executives, ensure on-time delivery of services, and mentor junior team members while driving client satisfaction and retention.

Qualifications

• 5–7 years of related experience and/or training or equivalent
• Must hold a CA Life Agent license or will obtain
• Brokerage or insurance carrier account or sales management experience preferred
• Problem solving and analytical abilities
• Project management with budget and timeline control
• Customer service excellence and responsiveness
• Strong industry knowledge of employee benefits and related laws
• Analytical evaluation of data to support client recommendations
• Proficient in Word, Excel and PowerPoint for presentations
• Relationship management and teamwork orientation
• Leadership and ability to coach others

Responsibilities

• Manages assigned book of business, develops client relationships and delivers to grow and retain clients.
• Partners with producers to develop and implement clients benefits strategies.
• Prepares a plan for each account to identify short and long term needs.
• Interfaces with HR managers/directors and C-Suite executives to understand objectives.
• Maintains regular interactions with clients to advise on new offerings and gather feedback.
• Ensures services are implemented per project plans and meet quality standards.
• Acts as quarterback directing the account team on all client work.
• Coaches and mentors the account team on RFPs, renewal strategies and timelines.
• Explores wellness initiatives and coordinates with Wellness Consultants to implement.
• Provides direction on contribution modeling and opens enrollment execution.
• Shares feedback to sales, account management and marketing for service enhancements.

Skills

Account Management

Client Relationship

Benefits Knowledge

Regulatory know-how

Negotiation

Project Management

Presentation Skills

Problem Solving

Team Leadership

Sales/BD

Education

CA Life Agent license

Job description

Military, Veterans and Diverse Job Seekers seeks an Account Executive II focused on employee benefits in San Diego. You will manage a diverse book of business, grow relationships, and coordinate with producers to develop benefit strategies for groups of varying sizes.

You will present plans, renewals, and wellness options to HR leaders and C-suite executives, ensure on-time delivery of services, and mentor junior team members while driving client satisfaction and retention.