Employee Benefits Account Executive

SDI Staffing; Torrance (CA); Hybrid; USD 115,000 - 150,000; Full time

Job summary

SDI Staffing is seeking an Employee Benefits Account Executive in Torrance, CA. This full-time hybrid role reports to the Vice President and focuses on managing and growing assigned client accounts within self-funded and other benefit plans.

You will lead renewals, develop benefit strategies, submit RFPs, negotiate with carriers, analyze plans, ensure ACA/ERISA/HIPAA compliance, and guide open enrollment. Travel up to 25% regionally and occasionally out of state.

Qualifications

• Bachelor’s degree or equivalent experience.
• Minimum 5 years of employee benefits experience in an independent agency.
• Active CA Life/Accident and Health Insurance Agent license.
• Proficient in MS Office with strong analytical and mathematical skills.
• Excellent verbal and written communication with strong organizational and time-management.
• Strong leadership, decision-making, and client-relationship skills.
• Knowledge of self-funded plans, PBMs, underwriting principles, and compliance.
• Ability to work independently and maintain confidentiality.

Responsibilities

• Maintain and grow a portfolio of 15–20 high-touch client accounts.
• Conduct annual renewal, develop benefit strategies, submit RFPs, and negotiate with carriers.
• Analyze self-funded plans, claim data, and cost containment measures.
• Ensure compliance with ACA, ERISA, HIPAA and other regulations.
• Lead client meetings, presentations, onboarding, and open‑enrollment events.
• Provide cross‑sell and new‑business opportunities and mentor junior staff.
• Coordinate with carriers, vendors, and internal teams; maintain accurate policy data.
• Travel up to 25% regional and occasional out‑of‑state for client meetings.
• Assist Business Development in prospecting and new‑business commissions.

Skills

Analytical thinking

Excellent communication

Leadership

Client relationship management

Time management

Independent working

Education

Bachelor’s degree or equivalent

Tools

MS Office

Job description

Overview

Employee Benefits Account Executive – Insurance Agency, Torrance, CA. Full‑time hybrid position reporting to the Vice President, responsible for managing and growing assigned client accounts within self‑funding and other benefit plans.

Responsibilities

• Maintain and grow a portfolio of 15‑20 high‑touch client accounts.
• Conduct annual renewal, develop benefit strategies, submit RFPs, and negotiate with carriers.
• Analyze self‑funded plans, claim data, and cost‑containment measures.
• Ensure compliance with ACA, ERISA, HIPAA and other regulations.
• Lead client meetings, presentations, onboarding, and open‑enrollment events.
• Provide cross‑sell and new‑business opportunities and mentor junior staff.
• Coordinate with carriers, vendors, and internal teams; maintain accurate policy data.
• Travel up to 25% regional and occasional out‑of‑state for client meetings.
• Assist Business Development in prospecting and new‑business commissions.

Qualifications

• Bachelor’s degree from a four‑year college or equivalent experience.
• Minimum 5 years of recent employee benefits experience in an independent agency.
• Active CA Life/Accident and Health Insurance Agent license.
• Proficient in MS Office, analytical and mathematical skills, detail oriented.
• Excellent verbal and written communication, strong organizational and time‑management.
• Strong leadership, decision‑making, and client‑relationship skills.
• Knowledge of self‑funded plans, PBMs, underwriting principles, and compliance.
• Ability to work independently and maintain confidentiality.

Salary & Benefits

Compensation: $115,000 – $150,000 base, depending on experience. Benefits:

• Medical PPO/HSA with Anthem Blue Cross; employer HSA contribution $1,000 single / $2,000 family (pro‑rated).
• Dental POS plan $2,000 max coverage; Vision coverage.
• Life/AD&D flat $20,000 coverage; Voluntary Life up to $300,000.
• LTD 60% up to $6,000 monthly benefit.
• Voluntary AFLAC benefits (Cancer, Accident, Critical Illness, Hospital).
• 401(k) with employer matching after 1 year.
• Other benefits as listed.

Work Schedule

Full‑time, Monday to Friday, hybrid schedule with in‑office attendance 1–2 times per month, with additional availability as needed.