Senior Benefits Account Executive – Benefits Lead

Leavitt Group

Senior Account Executive managing employee benefits accounts at Leavitt Pacific Insurance Brokers. Leading client presentations, renewal strategies, and mentoring team members in a hybrid environment.

Posted 7/14/2026full-timeSan Jose • California • 🇺🇸 United StatesSenior💰 $150,000 - $175,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing large employee benefits accounts, leading strategic planning and client presentations, and providing compliance support. Proven ability to mentor teams, drive operational efficiencies, and maintain executive-level client relationships.

Highest-signal resume keywords

Employee Benefits ManagementClient Relationship ManagementHealth & Life LicenseStrategic ConsultingAdvanced Excel

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Employee BenefitsInsurance ConsultingProject ManagementAnalytical SkillsOrganizational Skills

Soft Skills

Presentation SkillsCommunication SkillsRelationship ManagementMentoringCollaboration

Tools & Technologies

PowerPoint

Certifications & Qualifications

Health & Life LicenseContinuing Education

Industry Keywords

Client ServiceVendor NegotiationsCross-SellingCompliance SupportOperational Efficiencies

About the role

Key responsibilities & impact

Manage large and complex employee benefits accounts.
Lead strategic renewal planning, client presentations, vendor and carrier negotiations.
Support producers with new business opportunities, quoting, and cross-selling initiatives.
Serve as senior escalation point for client service issues and claims concerns.
Track activities and maintain documentation in agency systems.
Maintain executive-level client relationships.
Conduct regular stewardship and planning meetings.
Provide compliance and benefits education support.
Lead and mentor Account Managers, Marketing, and CSR’s.
Develop best practices, workflows, and service standards.
Partner with leadership on growth initiatives and succession planning.
Monitor book-of-business performance and retention.
Identify operational efficiencies and process improvements.
Support agency growth, profitability, and client satisfaction goals.
Model Leavitt values and professional standards.
Drive accountability, collaboration, and continuous improvement.
Support career development across the Employee Benefits team.

Requirements

What you’ll need

7–10+ years of employee benefits, insurance, or HR consulting experience.
Experience managing large and complex client accounts.
Strong presentation, communication, and relationship-management skills.
Current Health & Life License required.
Continuing education and applicable compliance training required.
Strategic consulting and client advisory skills.
Advanced Excel, PowerPoint, and presentation capabilities.
Strong analytical, organizational, and project-management skills.