Account Executive

The Account Executive is responsible for servicing the broker community and/or clients. The Account Executive will act as the primary contact between The Health Plan and client/broker; will provide account management functions; and will be primarily responsible for determining client's needs and addressing those needs. The Account Executive will prepare for account strategy independently or in conjunction with the client’s broker/consultant. The Account Executive will also provide education, training, guidance and other duties for assigned groups.

Required

• High school diploma or equivalent.
• Ability to manage multiple accounts while seeking new opportunities.
• Ability to understand client needs and services.
• Proficiency in Microsoft Office Programs.
• Willingness to travel as needed to meet with clients and prospects.
• Proven experience as an Account Executive or in other sales/customer service role.
• Excellent communication/presentation skills and ability to build relationships.
• Organizational and time-management skills.
• Must be able to work independently.
• Valid driver's license and mode of transportation.
• Must possess or be able to obtain agent license within three months of hire date.
• Demonstrates high level of integrity, discretion and sound judgement when handling confidential information.
• At least 2-years experience with FSA, HRA, and HSA accounts.
  
  

Desired

• High school diploma or equivalent.
• Ability to manage multiple accounts while seeking new opportunities.
• Ability to understand client needs and services.
• Proficiency in Microsoft Office Programs.
• Willingness to travel as needed to meet with clients and prospects.
• Proven experience as an Account Executive or in other sales/customer service role.
• Excellent communication/presentation skills and ability to build relationships.
• Organizational and time-management skills.
• Must be able to work independently.
• Valid driver's license and mode of transportation.
• Must possess or be able to obtain agent license within three months of hire date.
• Demonstrates high level of integrity, discretion and sound judgement when handling confidential information.
  
  

Responsibilities

• Design health plan structures for prospective or current clients, including making determinations about the products to be offered.
• Prepare presentations to prospective and/or current clients regarding proposed health plan structures.
• Facilitate the re-enrollment process with current clients.
• Make recommendations regarding additional products to be offered to clients based upon personalized knowledge of the client’s account and needs.
• Make determinations regarding employee eligibility requirements for client plans.
• Make recommendations regarding the resolution of claims appeals.
• Make recommendations regarding approval or denial of payment of claims.
• Serve as the primary contact between the client and the underwriting department as part of the rate setting process.
• Revise, finalize and approve language in health plan member handbooks and Summary of Benefits and Coverage documents reflecting benefits to be offered.
• Execution of contracts with clients for the provision of health insurance plans.
• Responsible for the implementation of new and renewing clients.
• Assist in preparation of client renewal premium rates, contracts, and exhibits for presentation to client/broker.
• Provide professional after-sales support to enhance the clients' dedication.
• Responsible for maintaining frequent contact with the clients to understand and address their needs.
• Respond to complaints and resolve issues to ensure client satisfaction and the preservation of The Health Plan's reputation.
• Build and maintain lasting relationships with clients and brokers by understanding focus and needs and anticipating them in advance.
• Facilitate meetings with benefit managers/brokers and/or key decision makers in current clients.
• Participate in community activities to reflect a positive image of The Health Plan.
• Prepare reports and analysis of performance for assigned clients.
• Stay current with company offerings and industry trends.
• Oversee and achieve organizational goals while upholding best practices.
• Support and solve problems for clients by understanding and exceeding their expectations.
• Illustrate the value of products and services to create growth opportunities; compile and analyze data to identify trends.
• Participate in brainstorming, office activities, staff meetings and client meetings, researching and assisting with program development for existing clients and new prospects.
• Follow up with clients regularly to ensure needs are being met and identify opportunities.
  
  

Equal Opportunity Employer

The Health Plan is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws. The Health Plan strictly prohibits and does not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, religion, creed, national origin or ancestry, ethnicity, sex (including gender, pregnancy, sexual orientation, and gender identity), age, physical or mental disability, citizenship, past, current, or prospective service in the uniformed services, genetic information, or any other characteristic protected under applicable federal, state, or local law. The Health Plan employees, other workers, and representatives are prohibited from engaging in unlawful discrimination. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, training, promotion, discipline, compensation, benefits, and termination of employment.

8:00am - 5:00pm

40