Employee Benefits Account Executive

Company Description

Mindshare 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 Description

We 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 levels

• Lead 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 models

• Lead OE meetings to educate employees on benefits, including plans & coverage changes, healthcare trends, preferred network dynamics, and available resources

• Develop 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, location

• Advise clients on regulatory compliance, including ACA, ERISA, and other federal and state compliance; and coordinate with internal team on compliance administration & support

Qualifications

• Proficiency in Employee Benefits management, including comprehensive knowledge of healthcare and related health benefits
• Experience in account management, client relationship building, and customer service
• Bachelor’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 license
• Strong organizational and time management skills to handle multiple client accounts and deadlines
• Familiarity with Employee Benefits Technology tools and platforms
• Exceptional written and verbal communication skills
• Strategic and analytical thinking for evaluating and presenting plan options that align with client goals
• Ability to work effectively as part of a collaborative team