Client Executive

Job Title: Account Executive – Employee Benefits / Student Insurance Group
Department: Employee Benefits
Location: Woodland Hills, CA (Hybrid)
FLSA Status: Exempt

About Venbrook

Venbrook Insurance Services is a national leader in insurance and risk management solutions. We support clients across diverse sectors, offering tailored strategies to protect their people and operations. Our Employee Benefits and Student Insurance Group specializes in creating high-value benefit programs, backed by analytics, compliance guidance, and responsive service.

About the Role

We’re hiring an experienced Account Executive to join our Employee Benefits / Student Insurance Group. You’ll oversee a portfolio of clients—primarily in the education and public sector space—while independently driving client service, renewals, upselling, and new business. This role requires strong industry knowledge, confidence in managing client-facing strategy, and the ability to execute and lead across all levels of service delivery.

This position involves travel up to 25% for client meetings and business needs.

What You’ll Do

Book Management & Sales Growth

• Sell and renew a book of business of approximately $1.25 million in revenue

• Upsell and cross-sell additional products to existing clients

• Identify growth opportunities within current accounts to expand service offerings

• Pursue new business opportunities independently through networking, referrals, and outreach

Client Strategy & Service Delivery

• Lead the overall case strategy for each account

• Manage day-to-day client activities, including escalated issues, and prioritize resolution effectively

• Guide clients through annual renewals, open enrollment planning, compliance updates, and program enhancements

• Provide benefit consultation, legislative updates, and market intelligence

• Maintain strong, trusted relationships with clients and carrier partners

Operational Management

• Oversee the invoicing and implementation process to ensure smooth onboarding and billing accuracy

• Coordinate with internal teams (Account Managers, Analysts, and Operations) to ensure deliverables are timely and accurate

• Maintain CRM and agency management systems with all client interactions and activity documented

Qualifications

• 10+ years of experience in Employee Benefits account management or consulting, preferably within a retail insurance brokerage

• Proven ability to manage large groups, complex benefit structures, and varied funding strategies

• Licensed in California for Life & Health insurance (or willing to obtain within 30 days)

• Bachelor’s degree preferred

• CEBS, RHU, or similar designation is a plus

Skills & Competencies

• Strong written and verbal communication

• Strategic thinking with a client-first approach

• Ability to manage multiple priorities and escalated issues under tight deadlines

• Proficiency with Microsoft Excel and benefits platforms like Ease or Employee Navigator

• Familiarity with Salesforce and AMS360 preferred

Compensation & Benefits

• Salary range: $95,000 – $115,000 + bonus

• Full-time, hybrid schedule (Woodland Hills preferred)

• Comprehensive benefits including medical, dental, vision, 401(k), and paid time off

Why Join Venbrook?

You’ll join a high-performing team with deep industry knowledge and a commitment to client success. This role offers both stability and growth potential—ideal for someone looking to expand their impact while owning the full client lifecycle from onboarding to renewal.