Summary:
The Enterprise Account Executive is the main point of contact with our enterprise clients and works directly with the broker and clients to understand the customer culture and business objectives as it relates to their benefit plan design. They will provide consultative services to ensure the positive movement toward meeting their benefit plan objectives. The Account Executive identifies marketplace opportunities, prospects and engages new clients, develops proposals for renewals, manages the renewal and contract process that leads to a successful implementation of client groups, works to retain an assigned book of business and, look for opportunities for growth within assigned accounts.
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.
TravelThis position may occasionally require up to 30% travel in support of Outside Sales Executive and client engagement. Travel may be in or outside the local area and could sometimes require overnight.
Qualifications - 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
Preferred Education and Experience- Advanced training in industry related sales techniques.
- Life Agent License.
