Achieves individual cross sell, growth/retention targets and customer satisfaction levels.
Creates collaborative partnerships with sales to develop a comprehensive growth strategy for assigned book of business that is aligned with customers objectives, financial position and employee benefit strategy while providing cross-sell opportunities and profitable revenue and growth to Aetna.
Executes tactical components of the account teams business plan for each customer. Demonstrates proactive ability to diagnose and fix root cause drivers of service problems.
Develops and manages service plans in the most proactive and strategic manner possible, and finds new and innovate ways to show customers the value of the products and services they have purchased.
Proactively identifies potential service issues and takes steps to resolve those service issues that arise.
May lead and mentor account managers to resolve simple and complex issues and develop solutions proactively.
Takes the lead on management of the integration of clients and Aetnas internal organizations, with full responsibility for ensuring a smooth installation that will be a building block to gaining the trust of key client personnel.
Educates customer on Aetna specific policies, product information, and procedures as well as industry issues and related current topics
-Uses financial analysis to evaluate strategic options and opportunities
-Translates organizational strategies into clear objectives and business action
5-10+ years sales and/or account management experience
The highest level of education desired for candidates in this position is a Bachelor's degree or equivalent experience.
LICENSES AND CERTIFICATIONS
Insurance/Health and Life Insurance Company Operations (LOMA) is required
Functional - Claims/Policies & procedures/1-3 Years
Functional - Underwriting/Rating methodologies and/or functions (rating and accounting)./1-3 Years
Functional - Communications/Communication Delivery - Public Speaking/1-3 Years
Functional - Sales & Service/Complex negotiations/1-3 Years
Functional - Marketing/Strategy development/1-3 Years
Technical - Desktop Tools/Microsoft PowerPoint/1-3 Years/Administrator
Technical - Desktop Tools/Microsoft Outlook/1-3 Years/Administrator
Leadership/Developing and Executing Strategy/ADVANCED
Leadership/Collaborating for Results/ADVANCED
Sales/Selling Products and Services/ADVANCED
Service/Providing Solutions to Constituent Needs/ADVANCED
ADDITIONAL JOB INFORMATION
College degree or equivalent experience.
Licensure as required by state.