Job Overview
Location
San Jose, CA
Job Type
Full-time
Category
HR & Recruiting
Date Posted
July 16, 2026
Full Job Description
đź“‹ Description
- • 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.
- • The role is responsible for managing large and complex employee benefits accounts, leading strategic renewal planning, client presentations, vendor and carrier negotiations, and supporting producers with new business opportunities, quoting, and cross-selling initiatives.
- • The position also serves as a senior escalation point for client service issues and claims concerns, tracks activities, and maintains documentation in agency systems.
- • The Senior Account Executive & Employee Benefits Lead is responsible for maintaining executive-level client relationships, conducting regular stewardship and planning meetings, and providing compliance and benefits education support.
- • The role also leads and mentors Account Managers, Marketing, and CSR’s, develops best practices, workflows, and service standards, and partners with leadership on growth initiatives and succession planning.
- • The position monitors book-of-business performance and retention, identifies operational efficiencies and process improvements, and supports agency growth, profitability, and client satisfaction goals.
- • The Senior Account Executive & Employee Benefits Lead is expected to model Leavitt values and professional standards, drive accountability, collaboration, and continuous improvement, and support career development across the Employee Benefits team.
🎯 Requirements
- • 7–10 years of commercial employee benefits insurance experience, preferably in an Account Executive or similar client-facing role.
- • Previous supervisory, team lead, or people leadership experience is strongly preferred.
🏖️ Benefits
- • Comprehensive benefits package
- • Opportunities for professional growth and development
- • Collaborative and dynamic work environment
Skills & Technologies
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About Leavitt Group Enterprises Inc.
Leavitt Group Enterprises is a national insurance brokerage and risk management firm founded in 1952. Headquartered in Cedar City, Utah, it operates through a network of independently branded agencies across the United States. The company provides commercial, personal, life, health, and benefits insurance, along with consulting and claims advocacy services to businesses, individuals, and governmental entities.
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