Client Executive, Advisory Market - Northern California & Pacific Northwest

Responsibilities

• Manage a portfolio of sophisticated client accounts focusing on retention, growth, and profitability
• Build and maintain trusted relationships with clients and broker partners
• Lead the entire renewal process, including strategy development and execution
• Develop and drive client strategies that support key business priorities
• Collaborate with sales, underwriting, and internal teams for integrated client solutions
• Conduct client strategy discussions, balancing client needs with business goals
• Identify growth opportunities to expand and strengthen client relationships

Qualifications

• 5+ years of group insurance or account management experience with large or complex clients
• Proven ability to manage broker and consultant relationships effectively
• Strong analytical skills to translate data into actionable strategies
• Consultative selling mindset to identify growth and cross-sell opportunities
• In-depth understanding of group benefits products and client lifecycle
• Excellent communication and presentation skills for engaging senior stakeholders
• Ability to navigate a complex, matrixed organization effectively
• Proficient in Microsoft Office, Salesforce, Tableau, and related tools

Benefits

• Opportunities for skill-building and leadership development
• Philanthropic opportunities to build communities
• Flexible work arrangements to support personal and professional goals
• Commitment to a diverse and inclusive workplace
• Comprehensive benefits package for full-time eligible employees