What you'll doThe Senior Account Executive (SAE) plays a strategic leadership role in managing the implementation of new client plans and overseeing the ongoing service and renewal processes for existing clients. In addition to coordinating benefit meetings, educational materials, and plan design communications, the SAE serves as a trusted advisor to group representatives and brokers. This role requires close collaboration with internal teams to resolve complex service issues, guide plan design, and ensure seamless operations.
The SAE is also responsible for mentoring junior team members, leading high-level client engagements, and driving retention strategies. This position involves significant travel to conduct in-person service meetings and foster long-term client relationships.
In this role, you'll also:
- Provide strategic oversight and consultation to key broker partners, guiding plan development and evolution to align with business objectives.
- Mentor and support junior account executives, fostering professional development.
- Drive high-level client relationship management and retention strategies.
- Collaborate with cross-functional teams to deliver integrated solutions.
- Oversee the implementation of new groups and manage service delivery for existing clients and brokers.
- Conduct benefit meetings, produce educational materials, and resolve complex claims/service issues.
- Communicate plan design and renewal changes to internal teams to ensure smooth execution.
- Develop and present customized employee/employer materials and performance reports.
- Advise clients and brokers on compliance and reporting requirements related to benefit plans and federal mandates.
What you bring- Bachelor's Degree or equivalent work experience
- 5-7 years of experience in client services or account management, preferably in the healthcare or benefits administration industry.
- Proficiency in Microsoft Office, including Word, Excel, Outlook and PowerPoint
- Proven ability to manage high-value client accounts and lead strategic initiatives.
- Strong leadership and mentoring capabilities.
- Excellent communication skills, both verbal and written.
- Highly organized with the ability to manage multiple priorities and deadlines.
- Analytical mindset with attention to detail and systems thinking.
- Demonstrated ability to work independently and collaboratively across teams.
- Commitment to confidentiality and professional integrity.
Why choose us?- We're a people-first company and value giving back to our community. Ask us about our volunteer opportunities.
- Our space is a reflection of who we are-innovative, open and collaborative.
- We think feeling your best is an important factor in producing great work, so we embrace a "smart casual" dress code and work at ergonomic desks.
- Need to reenergize? When at our Westborough headquarters, take a break to chat in the onsite café, go for a walk on one of the beautiful trails in our office park, or get in a quick workout at one of the campus gyms.
Our Benefits PackageWe care about you and believe the greatest gift you can give yourself, your family, and the world is a healthy you! We offer a comprehensive and competitive benefits package to help you lead a happy, healthy life, including:
- Medical, Dental and Vision and Prescription Drug Coverage
- Fitness Reimbursement Benefit
- Employee Assistance Program
- Flexible Spending Account & Health Savings Account
- 401(k) and Quarterly Bonuses
- Generous Paid-Time Off & Volunteering Opportunities
- Educational Assistance & Professional Development Opportunities
So, think you want to join the HPI team? We hope to hear from you!
You can read more about us at hpitpa.com/about-us/careers/
