Account Executive managing client relationships for healthcare insurance organization. Providing consultative services while ensuring positive benefit plan objectives and client satisfaction.
Responsibilities
Fulfills ongoing service needs for Book of Business to be assigned
Coordinates expirations with Producer to obtain renewal and/or new business information
Markets new and renewal business; prepares analyses of alternative benefits proposals; prepares marketing materials and client presentations
Maintains underwriting and marketing information by carrier
Understands products and determines the opportunity for new product integration
Processes renewal or new business enrollment paperwork
Follows-up during process with client and carriers
Schedules and performs Quarterly in-person meetings with the Brokers and Clients throughout the year
Work with brokers and consultants to analyze benefit plan experience, data and industry trends
Serves as a facilitator with regards to calls and/or correspondence from clients and companies regarding insurance, claims, and/or administrative problems, with a goal of successful and efficient problem resolution
Participates in and/or leads annual Enrollment/Benefits meetings for client employees
Stays abreast of ongoing industry practices, trends and regulations through participation in departmental meetings and educational events as well as through continuous attention to industry briefs, updates and legislative news
Regular, predictable attendance is required
Ability to get along and work effectively with others
Requirements
At least five years of sales experience at the Account Manager or Account Executive level
Bachelor's degree or equivalent experience
Five plus years of sales experience in a healthcare insurance organization
Valid Producer License
Advanced training in industry related sales techniques (preferred)
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