Job title: Employee Benefits Account Executive
Job type: Permanent
Emp type: Full-time
Industry: Insurance
Functional Expertise: Account Executive Account Manager
Location: Ladera Ranch, CA
Job published: 05/15/2026
Job ID: 154687

Job Description

Employee Benefits Account Executive

Job Summary

Seeking a highly skilled and experienced Employee Benefits Account Executive to join a growing team. This role is ideal for a professional with a strong background in self-funding and large group benefits, who thrives in a collaborative and dynamic environment. As part of a team, you will work with a diverse portfolio of clients across industries such as hospitality, real estate, non-profit, construction, and property. This is an exciting opportunity to contribute to a rapidly growing organization that values work-life balance, camaraderie, and professional development.

Compensation Package

  • Salary Range: $120,000 - $150,000 annually, commensurate with experience.
  • Work Schedule: Hybrid model with 3 days per week in-office.
  • Additional Perks: Catered lunches, team-building activities, and opportunities for career advancement in a family-oriented environment.

Responsibilities

  • Manage and service a portfolio of large group accounts, ranging from 100 to several thousand lives.
  • Provide expert guidance on self-funded benefits plans, ensuring clients receive tailored solutions that meet their needs.
  • Collaborate with internal teams to quote new and renewal business.
  • Maintain strong relationships with clients across multiple industries, acting as a trusted advisor.
  • Utilize EPIC software to manage client accounts and ensure seamless operations.
  • Stay updated on industry trends and regulatory changes to provide proactive advice to clients.

Qualifications/Requirements

  • Licenses/Certifications: Life & Health (L&H) license is required.
  • Experience:
    • Extensive knowledge and hands-on experience with self-funded benefits plans is mandatory.
    • Proven track record of managing large group accounts (100+ lives).
    • Exposure to multiple industries, including hospitality, real estate, non-profit, construction, and property.
  • Technical Skills: Proficiency in EPIC software is preferred.
  • Soft Skills: Strong communication, problem-solving, and relationship-building skills. Ability to work collaboratively in a team-oriented environment.
  • Work Environment: Must be able to work in-office 3 days per week.

#LI-AP1