VP Account Executive Team Lead
Position Overview
We are seeking a high-performing, strategic leader to join our Northern California Employee Benefits practice as a VP, Account Executive Team Lead. This individual will be responsible for managing a book of complex, large-market client relationships while also leading, mentoring, and developing a team of Account Executives.
This is a highly visible role requiring deep technical expertise in employee benefits, strong client relationship management skills, and a proven ability to drive team performance, growth, and retention in a fast-paced brokerage environment.
Key Responsibilities
Client Leadership & Advisory
- Serve as the senior strategic advisor for a portfolio of large, complex clients (typically 1,000+ lives, including public sector, nonprofit, and corporate accounts)
- Lead annual strategic planning, renewal negotiations, and ongoing benefits program optimization
- Provide consultative guidance across health & welfare programs including medical, dental, vision, pharmacy, and voluntary benefits
- Present to executive stakeholders (C-suite, HR leadership, boards) with confidence and credibility
- Identify opportunities for cross-sell and expansion within existing accounts
Team Leadership & Development
- Lead, mentor, and develop a team of Account Executives and client service professionals
- Establish performance goals, provide regular coaching, and conduct performance evaluations
- Foster a collaborative, high-accountability team culture
- Partner with leadership on talent development, succession planning, and recruiting efforts
- Ensure consistency in service delivery, client strategy execution, and best practices
Business Development & Growth
- Support new business efforts by participating in finalist presentations and RFP responses
- Collaborate with producers to expand market presence and deepen client relationships
- Contribute to regional growth strategy and revenue targets
Operational Excellence
- Oversee client service execution to ensure high retention and client satisfaction
- Partner with internal subject matter experts (compliance, analytics, actuarial, wellbeing) to deliver integrated solutions
- Ensure adherence to compliance, regulatory standards, and brokerage best practices
- Drive process improvements and efficiencies within the team
Qualifications
- 10+ years of experience in employee benefits brokerage or consulting
- Demonstrated success managing large, complex client relationships
- Prior experience leading or mentoring Account Executives or client service teams
- Strong technical expertise in health & welfare plan design, funding arrangements, and market trends
- Proven ability to influence senior-level decision-makers
- Experience working with public sector or multi-employer clients is a plus
- California Life & Health License required (or ability to obtain promptly)
Key Competencies
- Strategic leadership and team development
- Executive presence and communication
- Client relationship management and retention
- Problem-solving and analytical thinking
- Collaboration and cross-functional partnership
- Results-oriented with a growth mindset
Compensation & Benefits
- Competitive base salary + performance-based bonus
- Comprehensive benefits package (medical, dental, vision, 401(k), etc.)
- Hybrid work flexibility within Northern California
FAQs
Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your resume and details on file so when we see similar roles or see skillsets that drive growth in organizations, we will always reach out to discuss opportunities.
Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.
We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business.
That's why we recommend registering your resume so you can be considered for roles that have yet to be created.
Yes, we help with resume and interview preparation. From customized support on how to optimize your resume to interview preparation and compensation negotiations, we advocate for you throughout your next career move.