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The role involves managing a territory for employee benefits sales, developing broker relationships, meeting sales goals, and ensuring customer satisfaction through effective service utilization.

Serve as primary contact for large employer groups (500–4,999 lives), manage renewals, negotiate rates and contracts, coordinate onboarding and enrollments, support sales and underwriting, drive retention and profitability through client visits and service.

Perform custom pricing and analysis for elective voluntary benefits (accident, critical illness, hospital indemnity, disability, life). Lead large-case pricing strategy, support product development, collaborate with underwriting, sales, compliance, and finance, and drive projects to improve pricing accuracy, competitiveness, efficiency, and process improvements.

Serve as the primary liaison for policyholders, employers, and employees on group life, disability, and leave claims. Administer and coordinate claims (including death claims), resolve escalations, handle premium administration and contract interpretation, partner with HR/Benefits/Payroll, provide claims reporting and Evidence of Insurability tracking, and support process improvements to enhance customer experience and retention.

Manage RFP/proposal process for new and existing employee benefits business: evaluate underwriting risk, negotiate pricing and product enhancements, analyze RFP documents for accuracy, administer re-quotes/corrections, maintain Salesforce data and pipeline, and collaborate with sales reps, brokers, underwriters, and employers to deliver accurate proposals.

Sell voluntary group and life insurance (including long-term care) across an assigned Southern California territory. Build and maintain broker and agency relationships, recruit and train producers, support enrollment technology and product guidance, collaborate with internal teams to meet production goals, analyze market trends, and drive profitable premium growth. Requires frequent travel within the territory.