Account Executive - Employee Benefits West Coast
Full-time
US
Nov 5, 2026
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About the Role
SUMMARY Acts as an agent of Producer assigned accounts, including servicing and/or solicitation activities. Manages book of business and directs the work of a service team. ESSENTIAL DUTIES AND RESPONSIBILITIES Manages all client required services and maintains client relationship with minimal input from Producers; Manages mid market book of business through direction of employees on service team; Receives and develops new business leads from Producers or identifies and develops cross-sell opportunities; Acts as direct point of contact for client from time of lead; Acts as the lead representative to an assigned book-of-business; Participates in team selling process including finalist interviews and RFP responses; Prepares and presents to client renewal analysis; Sells renewal business to existing clients and where applicable, sells additional lines of coverage; Promotes to clients other services offered by our agency by way of preparing Producer Service Proposals; Provides analysis and recommendations concerning client's existing coverages; Selects carriers for solicitation and negotiates with carriers for benefit and premium considerations; Receives and responds to client inquiries including benefit and claim questions and issues; Reviews client coverage contracts and amendments for accuracy; Manages and negotiates third party vendor relationships and contracts on behalf of the client; Manages dedicated service team; Serves as technical expert, assisting department members t