Job Details

Seeking a EB AE working in the national accounts that can be housed hybrid out of LA, Irvine, San Diego or fully remote

The Account Executive (AE) is a client-facing benefits strategist responsible for leading consulting and renewal strategy for mid-market clients and supporting strategy execution on large and national accounts (5k+ lives)

For mid-market clients, the AE serves as the lead consultant, partnering with the Client Executive/Producer and Account Manager to develop, deliver, and execute benefits strategy. The AE owns the renewal process, financial strategy, and client recommendations, acting as the primary strategic advisor to the client.

For large and national clients, the AE partners with the Client Executive/Producer and Senior Benefits Consultant (SBC) to execute strategy, translating strategic direction into actionable plans, coordinating deliverables, and supporting financial storytelling and client presentations.

Across all clients, the AE leads alignment between strategy, financial analysis, and execution—while providing direction to the service team to ensure a consistent, high-quality client experience. This role is a key leadership position within the service model, operating as a player-coach and building toward full consulting autonomy.

Essential Duties and Responsibilities (include but are not limited to):

• Client Service Oversight & Relationship Management
• Lead the overall client experience for assigned accounts, ensuring alignment between strategy, service delivery, and client expectations
• For mid-market clients, serve as the primary strategic contact, leading client conversations and guiding decision-making
• For large clients, support the SBC and Producer in client engagement, ensuring follow-through and clarity of execution
• Conduct regular client meetings to ensure satisfaction, alignment, and proactive planning
• Build and maintain strong, trust-based relationships with client stakeholders
• Drive client retention by identifying opportunities to strengthen relationships and expand services
• Provide guidance to the Client Service Team in resolving client concerns and take ownership of complex or escalated issues