Vice President, Employee Benefits Account Management Team Lead Greater Anaheim, CA Area

The Company is seeking a Vice President, Employee Benefits Account Management Team Lead to lead and develop account management staff while overseeing the retention and growth of a portfolio of client accounts. The role is accountable for service quality, renewal and client satisfaction metrics, and strong relationships with senior client stakeholders. Responsibilities include developing strategic account plans, coordinating annual service calendars, reviewing team deliverables, resolving client issues, and identifying opportunities to strengthen client relationships and grow accounts. The Team Lead also supports new business and client onboarding, collaborates with carriers and vendors, monitors account profitability, and ensures client records and processes are maintained accurately. Candidates should bring at least 10 years of practical account management experience with a health and welfare carrier or broker, plus at least two years of experience coaching, mentoring, or leading projects. A bachelor’s degree is preferred, and a California Resident Life and Health license is required. The role calls for strong knowledge of employee benefits, insurance products, regulatory compliance, strategic planning, and financial analysis, including modeling benefit program implications and negotiating with carriers. Applicants should also demonstrate team leadership, organization, sound judgment, and excellent communication skills, with advanced proficiency in Microsoft Excel, PowerPoint, and Word.

Hiring Company

Foundation Risk Partners