You must be located within the Greater Irvine market to be considered. Client Managers/Account Executives are expected to travel locally up to 40% of the time, attend key meetings in the local sales office, and work remotely otherwise.

• Estimated Salary: $100,0000 - $130,000, plus annual bonus opportunity
• 401(k) plan with a 2% company contribution and 6% company match.
• Work-life balance with vacation, personal time and paid holidays. See our benefits and perks page for details.
• Applicants for this position must not now, nor at any point in the future, require sponsorship for employment.

• Lead strategic service delivery for large, complex accounts—driving consultative discussions on benefit design, compliance, and education to ensure broker and customer programs deliver maximum value.
• Own the client relationship from onboarding through renewal—building stewardship plans, managing C-suite-level engagement, and guiding re-enrollment strategies that drive participation, persistency, and growth.
• Drive proactive, high-touch support by coordinating implementation, enrollment, billing, claims, and admin processes, resolving complex issues through collaboration across internal teams and external partners.
• Contribute to business development by identifying soft cross-sell opportunities, delivering finalist presentations, and supporting renewal strategies with data-driven insights and service performance reviews.
• Stay ahead of industry needs by using tools like Salesforce, understanding client tech environments (APIs, EDI feeds), and maintaining ongoing education and communication with brokers and customers.

• 5–7 years of experience managing group benefits national or strategic broker/customer accounts, with a proven ability to lead complex client relationships and deliver consultative, results-driven service.
• Strong business acumen and problem-solving skills, with the ability to anticipate issues, offer solutions, and influence stakeholders—even without direct authority.
• Exceptional communication and negotiation abilities, including polished presentation, active listening, and a talent for bridging internal teams with external partners.
• Deep understanding of benefit administration platforms and compliance topics (FMLA, PFML, ADA), with a strong grasp of industry trends and competitor insights.
• State Life, Accident and Health license for all states within the office’s assigned territory or the ability to obtain within 90 days of hire.
• Ability to travel up to 35-40%.
• You promote a culture of diversity and inclusion, value different ideas and opinions, and listen courageously, remaining curious in all that you do.
• Ability to work at our office located in Irvine, CA in a hybrid environment.