Account Executive

This is a fully remote position, open to applicants in United States.

📋 Description

• Establish and nurture robust, long-lasting relationships with key clients and their broker partners.

• Conduct regular face-to-face visits with clients and brokers to enhance relationships and pinpoint additional value opportunities.

• Lead internal strategy discussions for high-risk or "jeopardy" accounts to proactively tackle issues and maintain client satisfaction.

• Facilitate weekly meetings with the assigned Account Manager (AM) and Client Service Specialist (CSS) to assess client health and prioritize resolution of issues.

• Attend weekly Client Services leadership meetings to address escalated issues and align on client strategies.

• Act as the escalation point for complex issues that cannot be resolved at the AM level.

• Oversee performance guarantees and ensure timely delivery of necessary reporting to clients.

• Collaborate with the Analytics team to create narratives and insights for Annual Plan Performance Reviews.

• Present performance reports and strategic recommendations to clients and broker partners.

• Contribute to the development of content and data analysis for Quarterly Review Updates.

• Drive the optimization and standardization of workflows, service processes, and departmental documentation.

• Foster organic growth through upselling ancillary lines and targeted solutions.

• Utilize broker relationships to create new growth opportunities.

• Provide renewal proposals as part of a consultative, data-driven dialogue with clients and brokers to aid in strategic decision-making.

• Collaborate with internal stakeholders to assess plan design modifications and formulate strategic recommendations.

• Monitor renewal opportunities and activities within Salesforce.

• Work with internal teams to determine rate actions and above/below-the-line increases.

⛳️ Requirements

• A minimum of 3-5 years of experience in account management or client services within the healthcare, insurance, or employee benefits sector.

• Demonstrated capability to manage extensive, intricate client relationships and navigate renewal processes.

• Excellent presentation and communication skills, with a comfort level in presenting to senior client and broker audiences.

• An analytical mindset with the ability to interpret claims data and derive actionable insights.

• Proficient in CRM systems (e.g., Salesforce) and Microsoft Office Suite.

• Health Insurance Producer license (preferred but not mandatory).

• Willingness to travel for client and broker meetings.

🏝️ Benefits

• Comprehensive health benefits including medical, dental, and vision coverage.

• Competitive salary with performance-based bonuses.

• Opportunities for professional development and career advancement.

• Flexible work environment that promotes work-life balance.

• Collaborative and supportive team culture.