About the role

  • 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)
  • Life Agent License (preferred)

Benefits

  • Health insurance
  • Paid time off
  • Professional development opportunities

Job title

Account Executive

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

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