Job Title: EB Strategic Account Executive
Department: Employee Benefits
Reports To: Agency President
FLSA Status: Exempt
Job Code: Account Executive
Summary The Strategic Account Executive is a leading account management position and will provide a high level of sales support to the Producer, the service team, and customer service to clients. The position requires a significant degree of independent judgment and discretion in order to meet those service levels. The Strategic Account Executive is also responsible for developing and maintaining relationships with other internal and external business partners.
Assists in selling, direct selling, marketing, and customer service in coordination with the Producer and other Agency personnel.
Directs customer specific initiatives in collaboration with the Producer which deliver value added services through the execution of client specific business plans and service time lines.
Directs account team to insure client’s needs are met and acts as project manager (coordinates efforts of Producer, Financial Analyst, Proposal Analyst, Account Manager, IT, Wellness specialist, and enrollment specialist).
Understands the client’s business and assists in developing Employee Benefit programs that supports the client’s goals and objectives.
Identifies opportunities for adding other lines of coverage or services. Makes sale.
Assures that service issues, claims, billing, and eligibility are resolved in a timely manner for the client or the carrier.
Carries out supervisory responsibilities in accordance with the Agency's policies and applicable laws. Responsibilities include interviewing and training employees; planning, assigning, and directing work; appraising performance; addressing complaints and resolving problems.
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.
Education and/or Experience
College degree or equivalent experience.
Certificates, Licenses, Registrations
All applicable insurance licenses
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.