Client Account Executive

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

📋 Description

• Build and nurture relationships with customers, brokers, carriers, and internal stakeholders.

• Act as a knowledgeable resource regarding group health benefit plans, company policies, and pertinent updates.

• Investigate and address client inquiries and service-related concerns.

• Assist in the proposal and placement processes for both new and renewal business opportunities.

• Generate reports, charts, and analyses that detail customer costs and claims experiences.

• Plan and lead customer meetings effectively.

• Aid in the implementation of self-funded customer plans and approved design modifications.

• Address customized reporting requests and disseminate accurate account data.

• Manage customer communications and oversee group mail distributions.

• Represent Allegiance during customer visits and presentations to both new and existing clients.

⛳️ Requirements

• At least 3 years of experience in group health insurance, account management, human resources, benefits administration, or a similar client-facing position.

• Exceptional verbal and written communication skills along with strong presentation and relationship-building abilities.

• Robust analytical, mathematical, research, and problem-solving skills complemented by sound judgment.

• Capacity to prioritize conflicting responsibilities, maintain flexibility under pressure, and adhere to deadlines.

• Proficiency in Microsoft Word, Excel, PowerPoint, Windows, and other relevant business applications.

• Ability to read and understand benefit plan documents, insurance contracts, regulations, and claims-related information.

• Commitment to confidentiality and professionalism in communication with customers, brokers, carriers, and colleagues.

• Willingness to travel to customer locations as needed.

• Capability to obtain the necessary Montana Life, Health, Credit Life, and Disability licenses.

• Bachelor's degree in Business, Human Resources, Healthcare, or a related discipline (preferred).

• Completion of the AHIP Health Insurance Associate program (preferred).

• Familiarity with self-funding, excess loss coverage, claims administration, and Life, AD&D, STD, and LTD insurance products (preferred).

• Understanding of medical terminology and experience with claims-processing or reporting software (preferred).

• Home internet connection via cable broadband or fiber optic service with a minimum of 10Mbps download and 5Mbps upload speed if working remotely.

🏝️ Benefits

• Eligibility for annual bonus plans.

• Access to medical, vision, dental, and well-being and behavioral health programs starting from day one.

• 401(k) retirement plan.

• Company-funded life insurance.

• Tuition reimbursement opportunities.

• A minimum of 18 days of paid time off annually.

• Paid holidays.

• Options for leaves of absence.

• Opportunity for remote work arrangements.