Benefits Account Executive

The Liberty Company is one of the fastest growing independent insurance brokers in the nation and we are seeking a talented Employee Benefits Account Executive to support our growing team in California!

Position Summary

The Account Executive is responsible for the ongoing management of a benefits book of business. In this role, you will work closely with clients, carriers, vendors, and Producers to deliver and manage each client’s group benefits package. This includes ongoing service, marketing, renewals, compliance, and strategic planning.

Essential Duties and Responsibilities

• Responsible for the oversight and management of assigned clients of various sizes, funding methods and plan designs with minimal input from Producers
• Serve as the primary contact for clients to deliver excellent customer service, compliance and benefits expertise
• Manage client renewals, marketing and carrier negotiations
• Foster deep client relationships to support client retention
• Create presentations, organize, and lead/co-lead client meetings, including renewal, open enrollment, strategic planning, etc.
• Work with Producers on prospective client initiatives and new client implementation
• Identify cross-selling and upselling opportunities to drive revenue growth
• Communicate effectively with Producers, clients and other key stakeholders
• Educate clients on compliance obligations and facilitate broker compliance tasks while indemnifying company risk
• Develop strategies to support client goals
• Proactively anticipate and address client needs
• Leveraging internal and external resources, act as the technical expert for issue resolution, compliance questions and general support
• Complies with agency management data standards and timing requirements
• Acknowledge and respond to all client requests timely and professionally
• Develop and maintain excellent carrier and vendor relationships
• Performs other tasks on projects as needed/assigned to support the overall development and advancement of the Employee Benefits team.

Knowledge, Skills and Abilities

• 4+ plus years of group employee benefits experience with a minimum of 2 years broker experience supporting clients with 100-1,000 employees
• Competent in group benefits (medical, dental, vision, ancillary) and ERISA compliance
• Active CA Accident Life & Health License required
• Strong communication and presentation skills, both written and verbal, in-person and virtual
• Experience with MS Office and data management software; benefits administration software highly desired
• Strong attention to detail, pride of work ownership, ability to work independently and with a team
• Enjoy working in a fast-paced environment leveraging strong planning, organizational and prioritization skills
• This is a remote position that requires a reliable internet connection and a distraction free working environment
• Ability to travel for client and prospect meetings as needed

Promoting Peace of Mind for All.

At Liberty, we take great care to promote peace of mind for all. We create a safe space to find your Joy of Being as your most authentic self. Being uniquely YOU, with your unique experiences and ideas, we will continue to strengthen our company as we grow together.

HABU has nothing to do with age, gender identity, race, sexual orientation, physical or mental ability, or ethnicity. We pursue people who value: Integrity, excellence, caring, kindness, fairness, teamwork, good feelings, and fun! Liberty empowers our team with tools and knowledge to support the purposeful spread of positive energy, kindness, and good feelings with others.

We recognize that our industry has more work to do in advancing diversity and inclusion. Our dream is to become the north star others can look to for direction as we advance together.