Leavitt Group
Sr. Benefits Account Executive & Benefits Lead
San Jose, CA · Senior
Sponsorship not specifiedDetected 8 days ago
SalesAccount ManagementBusiness DevelopmentExcelLeadershipCommunicationCollaborationPublic SpeakingMicrosoft Office
About the role
- The Senior Account Executive & Employee Benefits Lead serves as a senior client advisor, strategic consultant, and operational leader within the Employee Benefits Department.
- This role manages complex client relationships, leads renewal and service strategies, supports business development efforts, mentors team members, and drives operational excellence across the practice.
- The position is designed as a key leadership step within the Employee Benefits career path and supports recruiting, retention, and succession planning.
Responsibilities
- Lead strategic renewal planning, client presentations, vendor and carrier negotiations.
- Support producers with new business opportunities, quoting, and cross-selling initiatives.
- Track activities and maintain documentation in agency systems.
- Maintain executive-level client relationships.
- Lead and mentor Account Managers, Marketing, and CSR's.
- Develop best practices, workflows, and service standards.
- Partner with leadership on growth initiatives and succession planning.
- Support agency growth, profitability, and client satisfaction goals.
- Drive accountability, collaboration, and continuous improvement.
Requirements
- periodic travel required.
Skills
- Strategic consulting and client advisory skills.
- Advanced Excel, PowerPoint, and presentation capabilities.
- Strong analytical, organizational, and project-management skills.
- Prolonged periods of sitting, computer use, and communication.
- Occasional travel to client meetings, events, and conferences.
- Professional office and hybrid work environment; periodic travel required.
- Job duties may be modified as business needs evolve.
- Additional responsibilities may be assigned.
- Leavitt Pacific Insurance Brokers have been serving the California market place for over 20 years.
- Customer Focus
- Communication
- Decision Making
Benefits
- Manage large and complex employee benefits accounts.
- Provide compliance and benefits education support.
- Support career development across the Employee Benefits team.
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This listing is sourced directly from Leavitt Group's careers page and normalized into a canonical job model.