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