Strategic National Account Manager - Southern California

Do you excel at guiding complex, high-profile accounts toward sustained success through insight, strategy, and strong relationships? We're looking for a National Accounts Manager who thrives in a consultative role—someone who can combine deep analytics, strategic storytelling, and trusted partnerships to deliver exceptional outcomes.

In this role, you'll serve as both strategist and advocate, shaping renewal and growth plans that align with client goals while advancing our business objectives. You'll be a trusted partner to executives, brokers, and stakeholders, translating complex data into clear, compelling narratives that inspire decisions and drive results.

We offer a competitive base salary, excellent benefits, bi-weekly auto and remote allowances, and participation in our sales bonus program.

Location Note: This book of business is primarily based in California, with some accounts in Nevada and Utah. Applicants in California, Arizona, or Utah will be considered, with a preference for Southern California. Relocation assistance is not available.

Responsibilities:

• Strategic Revenue Growth: Identify and execute growth opportunities through consultative upselling and retention strategies that balance financial performance with client value.
• Portfolio Leadership: Proactively manage a portfolio of large, complex national accounts, developing tailored strategies to strengthen relationships and optimize outcomes.
• Renewal Storytelling: Craft renewal strategies and rate recommendations backed by robust financial analysis, presenting them in clear, persuasive narratives that resonate with decision makers.
• Long-Term Pipeline Development: Forecast and plan revenue growth opportunities over a 3–5-year horizon, anticipating client needs and market shifts.
• Analytical Expertise: Apply deep market insights to shape deal strategies, collaborating cross-functionally to develop innovative solutions.
• Relationship Building: Cultivate meaningful, trust-based partnerships with clients and brokers, positioning yourself as a long-term strategic advisor.
• Customer Advocacy: Serve as the primary point of contact, championing client needs while aligning them with organizational goals.

• 2+ years of account management experience in employee benefits (broker or health insurance) with a bachelor's degree (or equivalent experience).
• Proven ability to interpret and leverage complex financial and analytical data to influence outcomes.
• Strong consultative selling, negotiation, and executive communication skills.
• Track record of managing multiple high-value, complex accounts under tight deadlines.
• Skilled in developing and delivering compelling business presentations and proposals.
• Ability to work independently while collaborating effectively across teams.
• Advanced problem-solving and organizational skills, with exceptional attention to detail.
• Proficiency in Microsoft Office and CRM tools (Salesforce preferred).
• National account management experience with 3,000+ lives highly preferred.
• Willingness to travel up to 35%, including overnight stays.
• Ability to cover eligible business expenses for up to 30 days, with reimbursement provided

• Competitive base and incentive pay
• 401(k) with robust matching and non-matching contributions
• Rich medical & pharmacy benefits
• 100% employer-paid dental and vision benefits
• Holistic wellbeing program with deep financial incentives
• Generous paid time off plus 12 paid holidays and your birthday off
• Culture of growth and learning: career development; tuition reimbursement; recognition program
• Family support: adoption assistance, fertility treatment, child, elder & pet care assistance
• Social responsibility and volunteer opportunities
• Employee discount program