Job Description

Seeking a CA Licensed EB Account Executive Lead for a privately held retail broker out of Irvine, CA.

Summary

Account Executives are responsible for working with Sales Executives to establish and nurture new client relationships while ensuring the retention of existing employee-benefit clients. They foster positive client relationships by delivering strategic benefits solutions, providing proactive service, and supporting clients with the ongoing administration and communication of their employee benefits programs.

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Essential Duties and Responsibilities

• Build and nurture strong, positive relationships with clients, understanding their unique insurance needs and providing exceptional customer service.

• Collaborate with sales executives to identify and pursue new business opportunities, participating in client meetings and presentations as necessary.

• Provide strategic consulting and guidance on benefits plan design, with an emphasis on self-funded arrangements and reference-based pricing solutions.

• Conduct thorough analysis of clients’ current benefit offerings, claims data, and funding structures to identify opportunities for cost savings and plan improvement.

• In partnership with the service team, ensure accurate and timely processing of renewals, plan changes, compliance updates, and other administrative tasks.

• Meet retention targets for the accounts assigned.

• Work with carriers, TPAs, and stop-loss providers to negotiate competitive terms, funding arrangements, and renewal strategies.

Stay current on industry trends, compliance requirements (e.g., ACA, ERISA), and emerging employee benefits solutions, especially related to self-funding and cost-containment models.

• Maintain organized and accurate client records, documentation, and communication through the Agency Management System

Standards Of Performance

• Consistently adhere to high professional standards, exemplifying the company's mission and core values in all daily activities.

• Maintain strict confidentiality regarding all information concerning clients, carriers, and other sensitive company related information.

• Exhibit leadership qualities and set a positive example for others, inspiring team members to excel and fostering a culture of continuous improvement.

• Demonstrate outstanding customer service skills both internally and externally through effective communication, respect, and integrity in all interactions.

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