Account Executive

1 week ago


Tigard, Oregon, United States WORK180 USA Full time
Job Summary

We are seeking a highly skilled Account Executive to join our team. As an Account Executive, you will be responsible for interacting with clients on a day-to-day basis, developing and maintaining relationships with both client and carrier representatives, and providing expert advice on health and welfare benefits.

Key Responsibilities
  • Negotiate terms, conditions, coverage limits, and pricing with carriers and wholesalers.
  • Develop and maintain ongoing relationships with clients, acting as the subject matter expert on health and welfare benefits and vendor/carrier products and services.
  • Maintain a project plan to ensure client deliverables are provided on time, delegating work to more junior team members as needed.
  • Use online carrier tools to develop quotations, prepare pre-renewal information, and update client proposal tables.
  • Build and maintain strong relationships with carriers, companies, and clients, keeping them apprised of industry trends and events, including state and federal regulatory issues.
  • Anticipate client needs and identify strategies to solve them, reviewing request for proposals and insurance plan analyses, negotiating with carriers, and recommending renewal actions.
  • Oversee implementations of new business, understanding and articulating alternative funding strategies.
  • Work with the director to develop and execute client strategy plans and defined deliverables.
  • Conduct and present annual client compliance audits, ensuring all client data is entered into the CRM system in a timely manner.
Requirements
  • Knowledge of benefits administration, health care reform, industry trends, carrier products, and services.
  • Ability to work independently and anticipate client and team needs.
  • Effective time management and decision-making skills.
  • Diligent follow-up skills.
  • Ability to express ideas clearly in both written and oral communications.
  • Strong Microsoft Excel and PowerPoint skills.
  • Commanding presentation and public speaking abilities.
Education and Experience
  • BA/BS preferred.
  • Typically more than 5 years industry and product line experience.
  • 4+ years of health and welfare consulting experience required.
Certificates, Licenses, Registration
  • Life, Accident, and Health Insurance License required.
  • GBA or CEBS Certification a plus.

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