Sr. Benefits Account Executive & Benefits Lead at Leavitt — San Jose, CA

Leavitt Pacific Insurance Brokers in San Jose, CA is looking to add new talent to their busy agency.

Position Summary

The Senior Account Executive & Employee Benefits Lead serves as a senior client advisor, strategic consultant, and operational leader within the Employee Benefits Department. This role manages complex client relationships, leads renewal and service strategies, supports business development efforts, mentors team members, and drives operational excellence across the practice. The position is designed as a key leadership step within the Employee Benefits career path and supports recruiting, retention, and succession planning.

Responsibilities

• 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.

Client Management

• Maintain executive-level client relationships.
• Conduct regular stewardship and planning meetings.
• Provide compliance and benefits education support.

Leadership

• 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.

Operational & Strategic Support

• Monitor book-of-business performance and retention.
• Identify operational efficiencies and process improvements.
• Support agency growth, profitability, and client satisfaction goals.

Leadership Expectations

• Model Leavitt values and professional standards.
• Drive accountability, collaboration, and continuous improvement.
• Support career development across the Employee Benefits team.

Minimum Qualifications

• 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.

Licenses & Certifications

• Current Health & Life License required.
• Continuing education and applicable compliance training required.

Knowledge, Skills & Abilities

• Strategic consulting and client advisory skills.
• Advanced Excel, PowerPoint, and presentation capabilities.
• Strong analytical, organizational, and project-management skills.

Leadership Competencies

• Customer Focus
• Communication
• Decision Making
• Planning & Organizing
• Quality Standards
• Teamwork
• Compliance & Ethics

Physical Demands

• Prolonged periods of sitting, computer use, and communication.
• Occasional travel to client meetings, events, and conferences.

Work Environment

• Professional office and hybrid work environment; periodic travel required.

Disclaimer & Employee Acknowledgment

• Job duties may be modified as business needs evolve. Additional responsibilities may be assigned.

#LI-DM1