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Account Executive
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POSITION SUMMARY
The Account Executive is responsible for strategy and day-to-day account management for health plan clients. The role focuses on retention, client satisfaction, revenue growth, client surveys, and participation in annual audits. This position provides program management for clients requiring complex service models and coordinates the work of local and national program management resources to deliver a seamless customer experience. This is a client-facing role that requires a polished, professional presence and executive-level communication.
DUTIES AND RESPONSIBILITIES
The essential functions include, but are not limited to the following:
Sales, Quotes, and Renewals
- Handle quote requests and the full RFP process for assigned active and retiree book of business.
- Partner with the SVP, Association Health Plans, to calculate loss ratios and develop employer renewal quotes; present options and recommendations to clients.
- Oversee implementation of newly sold cases through sale, customer service, enrollment, and fulfillment for a flawless customer experience.
Client Management and Advocacy-
Serve as primary point of contact; resolve issues by coordinating with internal teams (claims, billing, eligibility, enrollment, finance).
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Maintain disciplined engagement cadence across accounts, including scheduled calls and in-person visits; complete annual in-person meetings for largest-revenue accounts.
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Understand client goals and ensure delivery against service plans; capture results and year-over-year progress for senior leadership.
Problem Solving and Continuous Improvement
- Proactively surface solutions to complex client situations and mobilize cross-functional resources to execute plans of action.
- Identify exposures and trends across industries and recommend customized solutions to reduce cost of risk and improve outcomes.
- Recommend process and procedure improvements to elevate account management effectiveness company wide.
Team and Stakeholder Leadership
- Provide day-to-day guidance to program management staff supporting your book; set expectations for service quality, timeliness, and results.
- Help team members identify key decision makers within client organizations to drive program adoption and success.
Reporting and Compliance
- Track and report service levels, renewal outcomes, survey results, and financial performance for assigned accounts.
- Ensure adherence to applicable regulations and internal standards, including privacy and data handling expectations.
- Serve as the main point of contact between auditors and the state health plans for annual audits.
- Virtually attend all annual board meetings and executive committee meetings and be fully prepared to present the enrollment reports.
Other job duties include, but are not limited to the following:
- May perform other duties as assigned.
MINIMUM QUALIFICATIONS (KNOWLEDGE, SKILLS, AND ABILITIES)
- Minimum of 5 years of directly related experience in health benefits, association health plans, TPA, carrier, or comparable account management roles.
- Active insurance license preferred; willingness to obtain if not currently licensed.
- Exceptional written, verbal, and presentation communication skills with the ability to deliver clear, persuasive recommendations.
- Strong analytical and interpretive capabilities; advanced proficiency with Microsoft Office.
- Highly organized, with the ability to work autonomously and manage multiple priorities in a fast-paced environment.
- Proven interpersonal effectiveness, including conflict resolution, collaboration, and the ability to influence stakeholders.
- Demonstrated leadership, coaching, and motivational skills; effective contributor in team-based environments.
- Strong understanding of claims management and client servicing best practices.
- In-depth knowledge of cost-of-risk drivers and their impact on client financials, including jurisdictional, labor, and geographic considerations.
- Solid knowledge of industry products and services.
OTHER DETAILS
Supervisory Responsibilities
None.
Work Environment
The noise level in the work environment is usually low to moderate.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus.
Travel Requirements
May require up to 15% travel.
NOTE
This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise.
The Company complies with employment regulations as they apply to the location of service.
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