Strategic Account Executive

Join Our Team as a Strategic Account Executive

About Us

Innovative Benefit Planning is a woman owned business that thrives on innovation and integrity, shaping employee benefits, wellness, HR Consulting, and group retirement planning nationwide. For 35 years, our commitment to putting people first has been at the heart of everything we do.

Your Impact Matters

In a smaller company, bureaucracy does not dilute your influence. Your insights will be heard, valued, and acted upon. You will not be just another cog in the machine - you will be a linchpin, an indispensable part of the team driving meaningful change and growth. Your ideas will be the catalyst for innovation, and your efforts will directly contribute to our success story.

Collaborative Environment:

Collaboration is not just a buzzword here; it is the essence of how we operate. You will have the opportunity to collaborate closely with colleagues from various departments, fostering an environment where every voice is heard, and every opinion matters.

Professional Growth

Your professional development is not just a checkbox; it is a commitment. We are invested in your growth and provide you with opportunities to expand your skills and advance your career. Your success is our success, and we will work together to ensure you reach your full potential.

If you are ready to make a real impact, take ownership of your work, and be an integral part of a thriving company, your journey towards professional fulfillment starts here.

A day in the life as a Strategic Account Executive:

As a full-time Strategic Account Executive, you will fortify and expand relationships with our clients, ensuring growth and profitability in our Employee Benefits Practice.

Responsibilities include:

Strategic Client Lifecycle Management:

• Oversee strategic planning and consulting advice to clients including overseeing efforts in the production of Requests for Proposal (RFP), coordination of vendor responses, analysis and comparison of RFP responses, and preparation of a client report with recommendations.
• Work with all clients' related stakeholders.
• Facilitate communication, and all other action plans associated with client compliance.
• Oversee new client onboarding and annual renewal implementation.
• Oversee "Annual Service Calendar" deliverables.
• Ensure effective client communication.

Other Duties: Consulting

• Manage the day-to-day projects of selected account managers and others in the employee benefits practice to ensure an elevated level of client satisfaction with Innovative as measured by 100% consistent, positive feedback from clients.
• Monitor the educational needs of the account management position and coordinate/teach any courses/tutorials needed to maintain account manager proficiency.
• Attend regular meetings with Innovative principles to review and discuss issues relating to account management and the operation of the company, business needs, etc.
• Conduct regular meetings with Innovative staff to discuss timely and/or relevant issues relating to the company or industry.
• Maintain education in the industry as measured by enrollment in or possession of various certification/degree programs (RHU, CEBS, AHIP, etc.)
• The ability to develop and amend internal service systems and processes as needed due to changes in market or Innovative business conditions.
• Adopt and promote the Innovative culture as a company who truly takes care of its people, defined as both customers and employees. This philosophy must manifest itself in each employee in their dealings with clients, prospects, vendors, and any other person who encounters Innovative.
• Support Innovative's effort to generate new business with existing clients.
• Support Innovative's efforts to create new products or services and bring them to market.
• Participate in Innovative's seminars to our target markets.
• Develop, coordinate, and evaluate benefit plans to clients with varied funding arrangements.
• Establish professional business relationships with markets, service providers, and insurance companies.
• Negotiate with vendors regarding contractual rates by reviewing contracts as against organization's performance standards.
• Establish measurements to guarantee effectiveness of programs.
• All other duties as assigned.

CORE COMPETENCIES:

• Demonstrate a thorough knowledge of employee benefit programs, employee benefit consulting, and the legal, tax, and administrative issues pertaining to them as measured by licensing, accreditation, certification, testing, and training in each field.,
• Proficiency with Microsoft Office Suite to include Word, Outlook, PowerPoint and particularly Excel.

• A high degree of organization and the ability to prioritize managing multiple projects, tasks, and deadlines.

• Experience delegating and following up on work assignments.
• The ability to interact and communicate with various carriers and vendors.
• Must be able to travel to clients' worksite. Excellent verbal and written communication skills; good listener.
• Critical Thinking /Decision making - able to identify problems or opportunities and develop solutions.

Why Innovative?

Join a culture that values your growth and supports your career aspirations. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Life at Innovative:

• We offer a hybrid work environment to ensure a positive work life balance.
• Enjoy competitive benefits and a vibrant workplace designed for your success.
  • Medical, dental, vision, life, and disability plans
  • 401(k) plan with employer contributions
  • Life insurance and disability coverage
  • Legal Shield/ID Shield options
  • Tuition Reimbursement program
• Competitive salary
• Flexible PTO policy with 2 weeks of PTO for the first year and open PTO after your 1-year anniversary
• Sixteen hours of paid Volunteer Time Off annually

Culture at Innovative:

We cultivate a team environment with special celebrations including:

• Team building events.
• Monthly employee recognition.
• Endless snacks and freebies in the office cafe.
• Commitment to workplace wellness programs and events.

About You:

• Bachelor's degree or equivalent experience.
• 5+ years of experience in Employee Benefits.
• Valid Life and health insurance license.

Join us at Innovative Benefit Planning and make a meaningful impact on the lives of our clients and their employees. If you are a dedicated professional with a passion for client success and meet the qualifications outlined above, we invite you to apply here: www.ibpllc.com/careers

Innovative Benefit Planning is an equal opportunity employer.