Senior Account Executive

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

📋 Description

• The Senior Account Executive (SAE) holds a pivotal leadership position in executing new client strategies and managing the ongoing service and renewal processes for current clients.

• Beyond organizing benefit meetings, creating educational materials, and communicating plan designs, the SAE acts as a reliable advisor for group representatives and brokers.

• This role necessitates close cooperation with internal teams to address intricate service challenges, guide plan designs, and ensure operations run smoothly.

• The SAE is tasked with mentoring junior team members, spearheading high-level client interactions, and implementing retention strategies.

• This position entails considerable travel to conduct face-to-face service meetings and nurture long-lasting client relationships.

• Offer strategic guidance and consultation to key broker partners, steering plan development and adaptation to meet business goals.

• Provide mentorship and support to junior account executives, promoting their professional growth.

• Cultivate high-level client relationship management and retention strategies.

• Collaborate with cross-functional teams to provide integrated solutions.

• Supervise the rollout of new groups and manage service delivery for existing clients and brokers.

• Conduct benefit meetings, create educational materials, and address complicated claims/service issues.

• Convey plan design and renewal updates to internal teams to guarantee smooth execution.

• Develop and deliver tailored employee/employer materials and performance reports.

• Advise clients and brokers on compliance and reporting obligations related to benefit plans and federal regulations.

⛳️ Requirements

• Bachelor’s Degree or equivalent professional experience.

• 5–7 years of experience in client services or account management, preferably within the healthcare or benefits administration sector.

• Proficiency in Microsoft Office Suite, including Word, Excel, Outlook, and PowerPoint.

• Demonstrated ability to manage high-value client accounts and lead strategic projects.

• Strong leadership and mentoring skills.

• Exceptional communication abilities, both verbal and written.

• Highly organized with the capability to handle multiple priorities and deadlines.

• Analytical thinking with attention to detail and a systems-oriented approach.

• Proven ability to work both independently and collaboratively across teams.

• A strong commitment to confidentiality and professional integrity.

🏝️ Benefits

• Medical, Dental, Vision, and Prescription Drug Coverage.

• Fitness Reimbursement Benefit.

• Employee Assistance Program.

• Flexible Spending Account & Health Savings Account.

• 401(k) and Quarterly Bonuses.

• Generous Paid-Time Off & Volunteering Opportunities.

• Educational Assistance & Professional Development Opportunities.