Senior Account Executive-R

Bring your drive for excellence, teamwork, and customer commitment to Independence. Join us as we renew and reimagine the future of health care. Together we will achieve our mission to enhance the health and well-being of the people and communities we serve.

The Senior Account Executive is the primary point of contact for the external customer relationships and ongoing account management within the Health & Welfare sales segment (key accounts). Accountable for the development and execution of the sales strategy for each group customer or prospect keeping in line with segment strategy. Develops and executes proactive, creative, and ongoing account initiatives which enhance or maximize sales opportunities.

• Responsible for on-going account management, including renewals, settlements, proposals, benefit exceptions and customer reporting for all assigned Labor accounts.

• Serves as the primary point of contact for external customer relationships

• Develops and executes proactive, creative, and ongoing account initiatives which enhance/maximize sales opportunities.

• Works independently to develop and execute client strategy.

• Provides recommendations to Functional Management and/or Senior Management. May actively engage with Senior Management.

• Accountable for development and execution of sales strategy for each group customer or prospect keeping in line with segment strategy.

• Builds effective relationships with customers, clients, brokers, or consultants.

• Responsible for strategic and consultative presentations of Independence products to customers and prospects

• Provides professional presentations and/or open enrollments (where applicable) to a variety of audiences in various settings.

• Understands and meets all strategic initiatives and goals within segment, working collaboratively with segment team.

• Understands and effectively communicates rating alternatives and funding arrangements applicable within the segment

• Partners with Underwriting for development of rate proposals and renewals and for development of renewal, cross sell, and pricing strategies.

• Actively demonstrates comprehensive understanding of Independence products, the competitive environment, and the industry.

• Identifies health care and cost trends and actively seeks to develop solutions for are and or cost associated with the benefits plan.

• Mentors associates in sales techniques, account management, and strategic thinking to increase their competitive & industry knowledge

• Works with Associate Account Executive and Account Support Representative to ensure that all sales and account related issues are addressed and resolved.

• Keeps management informed of relevant opportunities and may work with National Business Consultant on new business opportunities.

• Accountable for utilization of CRM tool to maximize sales opportunities.

• Must maintain active sales license for position.

• Performs other duties and special projects as assigned

Qualifications

• Bachelor’s degree in Business, Risk Management, Marketing or a related field or equivalent work experience.

• A minimum of 5 years’ sales experience to include experience managing own book of business in health insurance/related industry where building relationships and renewing customers is essential.

• Excellent oral and written communication skills required.

• Strong strategic and analytical skills

• Demonstrated ability to develop and facilitate presentations.

• Negotiation skills required.

• Demonstrated ability to function in a high-volume, highly visible, deadline-oriented environment is essential.

• Knowledge of medical & ancillary products, services, and administration required, as well as a broad understanding of health insurance funding and rating methodologies.

• Demonstrated experience with the MS Office Suite (Word, Excel, PowerPoint) as well as CRM packages, such as ROAM required.

• Candidates must possess active PA State Accident & Health license or obtained within 60 days of hire into position

• Candidates must have a valid driver’s license, access to a reliable car and must have a cell phone.

• Local and national travel is required.