Description Job Summary: The Account Executive (AE) is a key detail oriented responsible for managing existing client accounts while also assisting in acquiring new business. AEs work closely with company managers, internal teams, and clients to deliver tailored solutions that meet client needs in relation to their benefit plans. The position is based in Los Angeles, CA. Prior experience is preferred, but on-the-job training will be provided for the right candidate. General Duties: Independently manage client relationships and oversee all aspects of account management. Stay up-to-date with knowledge of assigned client plans/groups and apply this knowledge effectively. Implement client requirements and manage changes to benefit programs. Facilitate client meetings, including preparing agendas, taking meeting notes, and following up on action items. Review and approve client financial statements, plan descriptions, benefit communications, and other related documents. Monitor client revenue, expenses, and profitability, ensuring alignment with the company’s financial goals. Recommend client fee increases and prepare contracts and amendments. Provide feedback to management regarding market trends, competitive threats, unmet client needs, and opportunities for enhancing company offerings. Maintain strong communication and working relationships with clients, internal teams, and external stakeholders, such as government agencies, unions, attorneys, and consultants. Approach all interactions in a consultative manner, striving to make yourself and the company indispensable to the client. Support long-term staff development through performance management, goal setting, training, and fostering positive employee relations, where appropriate. Build and nurture relationships with third-party partners and other external entities essential for delivering comprehensive solutions to clients. Work closely with the New Business Team to identify, acquire, and transition new clients into the company’s book of business. Demonstrate leadership qualities when managing staff, fostering an environment aligned with the company’s values and mission. Requirements Bachelor's Degree in a related field, or an equivalent combination of education and work experience. Excellent verbal and written communication skills, including interpersonal and group presentation skills. Ability to exercise independent judgment, manage multiple priorities and deliver high-caliber results. Ability to understand complex situations and effectively resolve issues. Knowledge of Microsoft Office (i.e. Word, Excel, Outlook, and PowerPoint) required. Preferred Qualifications: Minimum of 5 years of experience in a relationship management role, preferably in an insurance, benefits, or TPA environment. Prior experience in sales or sales management

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