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Lead and elevate the client experience for large, complex employee benefits accounts (3,000+ lives). Own renewals, coordinate carriers/vendors, manage multi-disciplinary service teams, navigate self-funded and alternative funding strategies, resolve escalations, provide strategic guidance, support retention and growth, and mentor junior team members.

Manage an assigned book of employee benefits clients as primary contact, coordinate with service teams and consultants, handle renewals and enrollments, advise on cost-effective benefits, assist with filings, drive client communications, and seek cross-sell opportunities while ensuring high service delivery.

Build and maintain Azure Data Factory ingestion pipelines into Snowflake, implement medallion transformations (Coalesce), write Python orchestration and connectors, apply governance with Atlan, collaborate with AI coding agents, participate in CI/CD with Azure DevOps, handle on-call production support, and document runbooks.

Lead and manage Medicare-focused training programs and a team of training staff. Design, deliver, and maintain onboarding, continuous learning, and curriculum updates; partner with cross-functional leaders to close performance gaps; measure training effectiveness and drive employee development and operational excellence.

Provide technical, sales, and marketing support for the Commercial Lines Team, manage insurance processing, and ensure high-level client service.

The Personal Lines Account Manager services existing clients and develops new client relationships while ensuring client satisfaction and processing insurance business.

The Account Manager manages a book of business, serving as the main contact for clients on benefits, conducting needs analysis, and ensuring client satisfaction while collaborating with internal teams to exceed expectations.

The Senior Client Relationship Manager manages client relationships and partners with Plan Advisors to support financial plan governance, compliance, and client engagement. They ensure high-quality service, organize fiduciary meetings, and review investment reports, while managing workflows in Salesforce and facilitating participant education initiatives.

The Account Manager oversees the management of a book of business, serves clients as a main contact, and collaborates with internal teams to meet service deliverables and client expectations, while advising on benefit solutions.

Lead Southern California risk, actuarial, and analytics strategy for employee benefits. Serve as market-facing advisor, drive client retention and growth, oversee advanced modeling (funding, stop-loss, forecasting), lead analytics team, scale delivery, and partner with national centers of excellence to align tools and execution.