National Account Manager - California

Are you someone who thrives on steering high-profile accounts toward long-term success? We're seeking a National Accounts Manager with a knack for strategic thinking and a talent for building lasting partnerships. We offer a competitive base salary, amazing benefits, bi-weekly auto allowance, bi-weekly remote allowance, and the opportunity to participate in the company's sales bonus program. 

 

Please note that this book of business is located primarily in California with a small number of accounts in Nevada and Utah.  Applicants residing in CA, AZ, UT, will be considered with a preference for Southern CA.  Relocation assistance is not available for this role.   

• Revenue Growth: Drive revenue growth through thoughtful upsells and retention strategies, focusing on financial gains at renewal
• Portfolio Management: Proactively manage a portfolio of large, high-value, complex national accounts, balancing client needs with business goals
• Renewal Strategy: Design renewal strategies and rate recommendations based on financial analysis, aiming for solutions that benefit all parties
• Pipeline Oversight: Forecast revenue growth opportunities over a 3–5-year period, identifying and capitalizing on potential avenues for success
• Analytical Skills: Lead deal tactics using comprehensive market knowledge, collaborating with cross-functional peers to drive results
• Partnership Building: Foster impactful partnerships with clients and brokers, enhancing outcomes through effective communication and collaboration
• Customer Advocacy: Serve as the primary point of contact, ensuring exceptional customer experiences by resolving concerns and facilitating solutions

• 2+ years of experience in employee benefits (broker, health insurance) with a bachelor’s degree.  Experience in lieu of degree will be considered
• Sophisticated business math and complex analytical skills with the ability to position financial outcomes that contribute to revenue goals across assigned portfolio
• Excellent consultative selling and negotiation skills with the ability to influence decision makers associated with high-value, complex customers
• Strong time management skills and experience with simultaneously managing overlapping projects under tight deadlines
• Ability to meet specific deliverables within an environment of tight deadlines and considerable pressure
• Capable of frequently working independently, demonstrated resourcefulness and requiring little guidance
• Outstanding communication skills, both written and verbal with special emphasis in formal business presentations
• Ability to effectively communicate with others, of all levels in the organization, in a collaborative environment
• Advanced problem-solving skills with ability to work cross-functionally to resolve complex issues and generate results
• Outstanding attention to detail and strong organizational skills
• 35% travel including overnight. Use of personal car and ability to sustain expenses until reimbursed
• Proficiency with Microsoft Office (Word, Excel, PowerPoint, Teams) and CRM (Salesforce)
• National account management experience of 3,000+ lives/employees highly preferred
• Reside in CA preferably.  Residence in AZ, NV, or UT will be considered. 
• Must have a valid driver's license and the ability to successfully complete a motor vehicle record check.   The person in this role will need to purchase and maintain a $250,000/$500,000 collision damage liability insurance policy for the vehicle which they will receive the company allowance
  
  Licenses:
• Active CA State life and health producer license or ability to obtain this license within 90 days of employment is required; must maintain license through completing continuing education requirements
• Active Driver License, valid and in-state
   

 

 

Behind the smile! We are dedicated to safeguarding the health and financial stability of our employees and their loved ones. This commitment extends beyond the workplace to foster personal growth and holistic wellbeing. Our life-changing rewards package includes:

• Competitive base and incentive pay 
• 401(k) with robust matching and non-matching contributions
• Rich medical & pharmacy benefits
• 100% employer-paid dental and vision benefits
• Holistic wellbeing program with deep financial incentives
• Generous paid time off plus 12 paid holidays and your birthday off
• Culture of growth and learning: career development; tuition reimbursement; recognition program
• Family support: adoption assistance, fertility treatment,