Poms & Associates Insurance Brokers LLC is hiring an Account Executive

Poms & Associates Insurance Brokers LLC is seeking an Account Executive to join our team. In this role, you will partner with a Producer to manage a defined book of business, serving as the primary client advisor and delivering high-quality consulting services for employee benefit programs.

What You'll Do

• Lead consulting for a defined book of business alongside the Producer, serving as the primary advisor across all aspects of employee benefit programs.
• Assist with renewal negotiations, carrier/vendor selection, and plan design strategy aligned to client objectives.
• Provide proactive guidance on cost-containment strategies and plan funding options.
• Deliver expert compliance guidance covering ACA, ERISA, COBRA, HIPAA, Section 125, and IRS affordability requirements.
• Lead client meetings including renewals, stewardship reviews, and open enrollment sessions with clear, actionable recommendations.
• Retain existing clients and identify opportunities to expand services and coverage within the book of business.
• Collaborate with producers on new business development, including proposal development and finalist presentations.
• Build and maintain strong client relationships that drive long-term satisfaction and revenue growth.
• Partner closely with Sr. Account Managers, Account Managers, Coordinators, and Analysts to ensure timely execution and high service standards.
• Coordinate with underwriting, claims analysts, and compliance resources to develop data-driven client strategies.
• Oversee quality control for all client communications, ensuring accuracy, timeliness, and adherence to firm standards.
• Maintain accurate and up-to-date documentation of all client activity within agency management systems.
• Stay current on industry trends, regulatory developments, and carrier changes to anticipate client needs.
• Uphold all agency policies, compliance protocols, and confidentiality standards with the utmost professionalism.

What We're Looking For

• Minimum of five (5) years of experience in employee benefits consulting, brokerage, or carrier account management.
• Active State Life & Health Insurance License required.
• Deep understanding of group health insurance, ancillary benefits, and funding arrangements.
• Strong knowledge of the Affordable Care Act (ACA) and key regulatory compliance requirements.
• Demonstrated ability to manage client relationships with professionalism and a consultative approach.
• Excellent communication, negotiation, and presentation skills; able to convey complex information clearly.
• Proficiency in Microsoft Excel and Microsoft PowerPoint; familiarity with benefits administration platforms and technology solutions.

Nice to Have

• Bachelor's degree in Business, Human Resources, Finance, or a related field preferred.

Technical Stack

• Microsoft Excel
• Microsoft PowerPoint
• Benefits administration platforms and technology solutions

Team & Environment

You will partner directly with a Producer and collaborate closely with a team of Sr. Account Managers, Account Managers, Coordinators, and Analysts.

Benefits & Compensation

• Compensation: $105,000 - $120,000 per year.
• Comprehensive health, dental, and vision coverage.
• Flexible Spending Accounts (FSA) traditional and dependent care.
• Supplemental Insurance including Short Term Disability, Long Term Disability, Long Term Care, and Basic Life and Accidental Death & Dismemberment insurance.
• 401(k) retirement plan with employer matching.
• Worldwide Travel Assistance Program.
• Vacation Time, 3 Floating Holidays, Sick Leave, and Observed Holidays.
• Paid Leave (Jury Duty, Volunteer Time off, Disability, Parental Leave, etc.).
• Employee Assistance & Employee Discount Programs.
• Professional development opportunities, including tuition reimbursement and in-house education classes.
• Career advancement opportunities.
• Flexible work arrangements, including remote work options.

Work Mode

This position operates on a hybrid schedule and is based in California.

Poms & Associates provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics.