Sr. Employee Benefits Account Executive

The Jonus Group•San Jose, CA

2d•Hybrid

About The Position

Seeking a highly skilled and experienced Senior Benefits Account Executive & Lead to join a dynamic team. This role is pivotal in managing complex client relationships, leading strategic renewal and service strategies, mentoring team members, and driving operational excellence within the Employee Benefits Department. The ideal candidate will bring a wealth of expertise in employee benefits, a proven track record of leadership, and a passion for delivering exceptional client service.

Requirements

7–10 years of experience in commercial employee benefits insurance, preferably in an Account Executive or similar client-facing role.
Previous supervisory, team lead, or people leadership experience is strongly preferred.

Responsibilities

Manage a portfolio of large and complex employee benefits accounts, including fully insured and partially self-funded groups.
Build and maintain executive-level client relationships.
Conduct regular stewardship and planning meetings with clients.
Provide compliance and benefits education support to clients.
Lead strategic renewal planning, client presentations, and vendor/carrier negotiations.
Support producers with new business opportunities, quoting, and cross-selling initiatives.
Serve as the senior escalation point for client service issues and claims concerns.
Mentor and lead a team of 10, including Account Managers, Marketing staff, and CSRs.
Develop and implement best practices, workflows, and service standards.
Partner with leadership on growth initiatives, succession planning, and team development.
Monitor book-of-business performance and retention metrics.
Identify and implement operational efficiencies and process improvements.
Support agency growth, profitability, and client satisfaction goals.