Employee Benefits Account Executive

Poms & Associates Insurance Brokers LLC•Calabasas, CA

18d•$105,000 - $120,000•Hybrid

About The Position

The Employee Benefits Account Executive partners with the Producer to manage a defined book of business, serving as the day-to-day primary point of contact for clients. This role is responsible for managing and retaining a portfolio of assigned accounts while delivering high-quality employee benefits consulting services. Working in close collaboration with internal account managers, analysts, and producers, the Account Executive brings strategic guidance, compliance expertise, and cost-containment solutions tailored to each employer group's unique needs.

Requirements

Bachelor's degree in Business, Human Resources, Finance, or a related field preferred.
Minimum of five (5) years of experience in employee benefits consulting, brokerage, or carrier account management.
Active State Life & Health Insurance License required.
Deep understanding of group health insurance, ancillary benefits, and funding arrangements.
Strong knowledge of the Affordable Care Act (ACA) and key regulatory compliance requirements.
Demonstrated ability to manage client relationships with professionalism and a consultative approach.
Excellent communication, negotiation, and presentation skills; able to convey complex information clearly.
Proficiency in Microsoft Excel and PowerPoint; familiarity with benefits administration platforms and technology solutions.

Responsibilities

Lead consulting for a defined book of business alongside the Producer, serving as the primary advisor across all aspects of employee benefit programs.
Assist with renewal negotiations, carrier/vendor selection, and plan design strategy aligned to client objectives.
Provide proactive guidance on cost-containment strategies and plan funding options (fully insured, level-funded, self-funded).
Deliver expert compliance guidance covering ACA, ERISA, COBRA, HIPAA, Section 125, and IRS affordability requirements.
Lead client meetings including renewals, stewardship reviews, and open enrollment sessions with clear, actionable recommendations.
Retain existing clients and identify opportunities to expand services and coverage within the book of business.
Collaborate with producers on new business development, including proposal development and finalist presentations.
Build and maintain strong client relationships that drive long-term satisfaction and revenue growth.
Partner closely with Sr. Account Managers, Account Managers, Coordinators, and Analysts to ensure timely execution and high service standards.
Coordinate with underwriting, claims analysts, and compliance resources to develop data-driven client strategies.
Oversee quality control for all client communications, ensuring accuracy, timeliness, and adherence to firm standards.
Maintain accurate and up-to-date documentation of all client activity within agency management systems.
Stay current on industry trends, regulatory developments, and carrier changes to anticipate client needs.
Uphold all agency policies, compliance protocols, and confidentiality standards with the utmost professionalism.

Benefits

Comprehensive health, dental, and vision coverage
Flexible Spending Accounts (FSA) traditional and dependent care
Supplemental Insurance including Short Term Disability, Long Term Disability, Long Term Care, and Basic Life and Accidental Death & Dismemberment insurance
401(k) retirement plan with employer matching
Worldwide Travel Assistance Program
Vacation Time
3 Floating Holidays
Sick Leave
Observed Holidays
Paid Leave (Jury Duty, Volunteer Time off, Disability, Parental Leave, etc.)
Employee Assistance & Employee Discount Programs
Professional development opportunities, including tuition reimbursement and in-house education classes
Career advancement opportunities
Flexible work arrangements, including remote work options