Employee Benefits Account Executive

Company DescriptionMindshare Group, founded in 2001, is a trusted partner in Employee Benefits, HR Services, and Retirement Plans. Our diverse and dedicated team, comprised of advisors, analysts, client account managers, HR professionals, and retirement specialists, is committed to delivering exceptional value and personalized solutions. With a people-first approach, we take pride in fostering meaningful relationships that create success and deliver impactful outcomes. Our clients include small- to medium-sized companies and non-profit organizations throughout the SF Bay Area and beyond. Role DescriptionWe are seeking an Employee Benefits Account Executive to join our team. In this role, you will manage and nurture client relationships by providing expert consulting and delivering tailored solutions to meet each client's needs.In addition, you may be involved, working closely with our Senior Advisor, in helping to close new business. Collaboration, problem-solving, and proactive communication are essential to success in this role.Key Responsibilities:Build and manage relationships with clients, acting as the main contact for strategic planning and benefits initiatives and work closely with clients at multiple levelsLead the entire renewal process from planning and analysis through open enrollment communications, including alignment of organizational and cost objectives, analyzing plan design and options, carrier negotiations, and competitive market analysis Collaborate with Benefits Analysts to analyze benefits & coverage, cost data, and claims information to recommend optimal plan designs and funding modelsLead OE meetings to educate employees on benefits, including plans & coverage changes, healthcare trends, preferred network dynamics, and available resourcesDevelop benchmarking reports by gathering data from reliable sources, surveys, and industry reports; analyze and compare client's plans to other benchmark companies by size, stage, locationAdvise clients on regulatory compliance, including ACA, ERISA, and other federal and state compliance; and coordinate with internal team on compliance administration & support QualificationsProficiency in Employee Benefits management, including comprehensive knowledge of healthcare and related health benefits Experience in account management, client relationship building, and customer serviceBachelor's degree in Business, Finance, or a related field 8+ years of demonstrated progressive experience in employee benefits (within a brokerage or consulting firm preferred)Active CA Life and Health insurance licenseStrong organizational and time management skills to handle multiple client accounts and deadlinesFamiliarity with Employee Benefits Technology tools and platformsExceptional written and verbal communication skillsStrategic and analytical thinking for evaluating and presenting plan options that align with client goalsAbility to work effectively as part of a collaborative team

Created: 2026-05-09