Strategic Account Executive

2 weeks ago

Moorestown NJ USA, United States Innovative Benefit Planning Full time
About the Role

We are seeking a highly skilled Strategic Account Executive to join our team at Innovative Benefit Planning. As a key member of our team, you will be responsible for fortifying and expanding relationships with our clients, ensuring growth and profitability in our Employee Benefits Practice.

Key Responsibilities
  • 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.
  • Ensure effective client communication.
Additional Duties:
  • 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.
  • 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.
Requirements
  • Bachelor's degree or equivalent experience.
  • 5+ years of experience in Employee Benefits.
  • Valid Life and health insurance license.
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.

Culture at Innovative:

  • We cultivate a team environment with special celebrations including team building events, monthly employee recognition, and endless snacks and freebies in the office cafe.
  • Commitment to workplace wellness programs and events.

About You:

  • We are looking for a dedicated professional with a passion for client success and a strong background in Employee Benefits.

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