Job Title: Senior Account Executive I

Department: Employee Benefits

Reports To:   Director - Employee Benefits

FLSA Status: Exempt

Summary:

Responsible for strategic management of assigned book of business in conjunction with Sales Executive to understand the client’s business and assist in developing Employee Benefit programs and initiatives that support the client’s goals and objectives.

Delivers enrollment, benchmarking, financial and utilization data based on financial review standards and make recommendations as appropriate.  Acts as project manager by clearly communicating and collaboratively guiding the account team to execute customer specific initiatives. These initiatives deliver unique value through the execution of client specific business plans, service timelines, and corporate communication. The successfull candidate will have the ability to focus on delivering exceptional customer service while working in a fast paced environment with minimal supervision.

• Retain existing client base by answering product and service questions in a timely and efficient manner
• Market annual renewals according to company policy.
• Assist Sales Executives with research and preparation for client presentations by evaluating current product results, identifying needs to be filled, monitoring competitive options, and analyzing and relaying customer experience.
• Recommend information about other products and services for additional organic sales growth.
• Build, expand, and solidify relationships with existing clients at all levels within the company.
• Delegate items when appropriate to the internal sales and marketing team to ensure all client deliverables are met timely.
• Direct the implementation and execution of sold accounts to the carrier and/or third party administrator.
• Follow applicable processes and procedures to ensure that expectations and turnaround times are met.
• Sustain customer records by updating account information in all applicable database systems when applicable.
• Remain abreast of the health insurance environment and constantly changing insurance legislation.
• Respond to routine and non-routine correspondence.
• Handle highly confidential and sensitive information.
• Work independently and within the team on special nonrecurring and ongoing projects.
• Represent Assured Partners Consulting in a positive and professional manner with both internal and external customers.
• Maintain composure and effectiveness under pressure in a deadline driven environment.
• Perform other duties and special projects as assigned.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Skills/Experience: 

• Bachelor’s degree or combination of education and/or equivalent work experience.
• Proficient in Microsoft Office applications and demonstrated ability to learn new software systems
• Life & Health License (Required)
• 5+ Years Industry Experience
• SCA (Service Contract Act) health plan knowledge and experience is preferred but not required

Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this Job, the employee is regularly required to sit and talk or hear. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision and ability to adjust focus.