Account Executive - Employee Benefits

Location: Remote (California-based)

Travel: Required for client visits within CA (Walnut Creek, Sacramento, San Francisco, Phoenix)

Salary: $145,000 base + bonus Direct Hire

Overview

Seeking an experienced Employee Benefits professional to manage a book of mid-to-large group clients and lead strategic health & welfare initiatives. This remote role requires California market expertise and the ability to meet clients in person across the state.

Responsibilities

• Serve as the primary advisor for Employee Benefits clients.
• Lead renewals, negotiate with carriers, and develop benefit strategies.
• Deliver all service components including open enrollment, compliance updates, and vendor coordination.
• Analyze claims, stop-loss data, and market trends to guide client decisions.
• Maintain strong CA carrier relationships and stay current on regulatory changes.
• Collaborate with internal service teams to ensure accurate, timely deliverables.

Qualifications

• 7-12+ years in Employee Benefits consulting or brokerage.
• Valid California Life, Accident & Health license.
• Strong knowledge of CA medical and ancillary markets.
• Experience with fully insured, self-funded, and level-funded plans.
• Solid understanding of ACA, ERISA, COBRA, and HIPAA.
• Excellent communication, presentation, and client-facing skills.
• Ability to work remotely and travel for client meetings in

Walnut Creek, Sacramento, San Francisco, Phoenix.

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance.