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Account Executive
5 months ago
We are seeking an experienced and driven professional to be responsible for developing and managing sales partners in our distribution channels including agency/broker relationships, among others, engaged in the promotion and sales of a variety of different health care access and health insurance related products and services to the consumer and small business market. Our ideal applicant will have a bachelor's degree in business and have several years of experience as an Account Executive, health insurance agent/broker or a similar role.
Requirements:Duties and responsibilities
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Build and maintain strong relationships with prospects and clients, specifically health insurance brokers, consultants, and agents as sellers of our solutions – in the individual health plan market and employer-focused health programs/alternative health plan offerings.
- Drive revenue to meet and exceed corporate and individual sales goals.
- Support external sales channel relationships through general agent education, technology support, and other troubleshooting as needed in conjunction with Director of Strategic Growth.
- Respond to Request for Information (RFI) and Request for Proposal (RFP) in a timely and accurate fashion.
- Create and conduct professional, accurate, and informative sales presentations.
- Share expertise and best sales practices with new recruits and co-workers to drive sales goals and operational excellence.
- Lead process, operational, and customer service improvements through collaboration with internal departments.
- Leverage available technology in order to meet company and client needs.
- Provide market intelligence to Director of Strategic Growth to identify product and process improvement areas.
- Promote various alternative health plan offerings through honest and effective communication.
- Lead in meeting and exceeding KPIs (i.e.) lead generation, out-bound calls, talk-time, members added & retained, consultations, & member satisfaction.
- CRM responsibilities: keep info accurate & updated, timely data & note entry, monitor, track, & report new opportunities.
- Act as a knowledge expert competitive landscape to educate the consumer market on feature-rich sharing programs and our virtual health solution. Suggest solutions to program challenges.
- Drive solution engagement and retention.
- Forecast new enrollments, revenue and retention accurately.
- Identify client needs and long-term goals to promote and align features of solutions.
- Other duties as assigned
Skills and Qualifications
- A strong background in health insurance / health plan sales and/or marketing.
- Experience with selling through brokers, agencies, associations and other distribution types in the health insurance field
- Software SaaS or PaaS experience is a plus.
- 3+ years of successful account sales/account management required.
- Bachelor’s degree in business or related field.
- Comprehensive knowledge of consumer, B2C, B2B, and sales theory.
- Extremely proficient and professional communication, both verbal and written.
Working conditions
This job operates in a professional office environment and is a full-time in-office position. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines
Physical requirements
- The worker is subject to inside environmental conditions: Protection from weather conditions but not necessarily from temperature changes.
- The worker is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading; visual inspection involving small defects, small parts, and/or operation of machines (including inspection); using measurement devices; and/or assembly or fabrication of parts at distances close to the eyes.
- Sedentary work: Exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects, including the human body. Sedentary work involves sitting most of the time. Jobs are sedentary if walking and standing are required only occasionally, and all other sedentary criteria are met.
- Reaching: Extending hand(s) and arm(s) in any direction.
- Standing: Remaining upright on the feet, particularly for sustained periods of time.
- Fingering: Picking, pinching, typing or otherwise working, primarily with fingers rather than with whole hand or arm as in handling.
- Grasping: Applying pressure to an object with the fingers and palm.
- Talking: Expressing or exchanging ideas by means of the spoken word; those activities where detailed or important spoken instructions must be conveyed to other workers accurately, loudly, or quickly.
- Hearing: Perceiving the nature of sounds at normal speaking levels with or without correction, and having the ability to receive detailed information through oral communication, and making fine discriminations in sound.
- Repetitive motions: Making substantial movements (motions) of the wrists, hands, and/or fingers.
Direct reports
This role has no direct reports.