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Account Advisor

United States, Woodland Hills Employment contract 76912.00 - 120384.00 USD / Year · Job Posted May 27, 2026
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Job Description

The Account Advisor is responsible for partnering with sales and account associates in the growth and retention of existing accounts.

Job Responsibility

  • Builds relationships internally and externally to meet client needs and understand priorities
  • Manages high profile sales, claims, and benefit issues by researching, resolving and responding to accounts, members, and brokers
  • Conducts and facilitates meetings with clients to educate, promote, persuade, and drive opportunities for additional growth and product sales
  • communicates with internal partners to assist with upsells
  • Responds to request for proposal ("RFP") in coordination with sales support
  • Collaborates with internal stakeholders to meet and exceed client expectations
  • Utilizes internal and external client reporting
  • Respond directly to client on the behalf of strategic account associates as needed
  • Mentors and coaches team members while acting as subject matter expert on processes
  • Completes projects outside the department on matters of significance with the authority to represent the department
  • Assists with competitive situations within assigned accounts or group market, analyzes information, and develops proposals and execution plans to management

Requirements

  • BA/BS and a minimum of 4 years of related experience
  • any combination of education and experience which would provide an equivalent background
  • Sales license required where necessary or the ability to obtain within 60 days of hire

Nice to have

  • Client facing experience preferred
  • Ability to travel monthly throughout CA strongly preferred

What we offer

  • comprehensive benefits package
  • incentive and recognition programs
  • equity stock purchase
  • 401k contribution
  • merit increases
  • paid holidays
  • Paid Time Off
  • incentive bonus programs
  • medical
  • dental
  • vision
  • short and long term disability benefits
  • 401(k) +match
  • stock purchase plan
  • life insurance
  • wellness programs
  • financial education resources

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