VP, Managing Director managing a book of business of defined contribution plans. Building relationships with clients and Fidelity personnel to deliver excellent service and solutions.
About the role
- Account Management Executive managing and coordinating account service activities for national accounts at Elevance Health. Responsible for retention strategy and business development.
Responsibilities
- Defines and oversees the execution of account management and retention strategy for a defined book of accounts
- Identifies opportunities for penetration sales
- Supports pursuit of new business opportunities either directly with a broker/consultant or potential client, or through a team approach with field office sales staff
- Provides support for field sales staff with request for proposal (RFP) responses, proposals, client presentations, and underwriting coordination on new business sales opportunities
- Develops business relationships with brokers, consultants, and key decision makers in order to meet or exceed new and renewal sales targets
- Manages the annual renewal process for accounts, including underwriting negotiation, preparation of renewal analysis, and client presentations
- Coordinates and controls new business implementation activities
- Works directly with sales and account management teams to assure that all aspects of account service run smoothly
- Travels to customer sites or other offsite locations as necessary
Requirements
- Requires a BA/BS and a minimum of 5 years of experience in account management or sales
- Sales license required or the ability to obtain within 60 days of hire
- Experience in a client facing role preferred
- Specialty sales experience preferred (dental, vision, etc)
- Ability to travel throughout SE preferred.
Benefits
- merit increases
- paid holidays
- Paid Time Off
- incentive bonus programs (unless covered by a collective bargaining agreement)
- medical
- dental
- vision
- short and long term disability benefits
- 401(k) +match
- stock purchase plan
- life insurance
- wellness programs
- financial education resources
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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