Account Executive

About the role

Unified Group Services is a full-service third-party administrator (TPA) for self-insured group health plans, dedicated to providing excellent customer service and the flexibility customers desire in administering employee benefit plans. The Account Executive will focus on maintaining customer and broker relationships by addressing their needs and requirements, managing a personal list of customers, and serving as the liaison for these groups. Travel is required to visit customer locations to review medical plans and consult on cost‑saving ideas, with occasional attendance at conferences and health fairs. Training is provided, and after developing strategies and confidence, the employee will work independently.

Responsibilities

• Maintaining customer and broker relationships
• Meet with each customer at least three times a year to present reviews and renewals
• Communicate any changes the customer would like made to internal team members to implement in their health plan
• Respond to all customer requests for information
• Ability to build strong relationships that promote Unified professionally, emphasizing value and superior customer service
• Proactively prepare for meetings and presentations
• Learn and stay current on industry changes and health care options; may be asked to obtain a certification when necessary

Requirements

• Bachelor's degree required
• 3+ years of customer management experience
• Valid Driver's License required

Skills

• Friendly, professional demeanor that is customer focused
• Demonstrates the ability to use sound judgment and discretion regarding confidential information
• Strong project management skills, including coordinating and balancing multiple projects in a time‑sensitive environment, under pressure, and meeting deadlines
• Proven critical thinking and problem‑solving skills
• Ability to work effectively and collaboratively in a team environment
• Strong communication skills, both verbal and written
• Possess good language skills using proper grammar and diction
• Proficient in Microsoft Word, Outlook, Excel, and PowerPoint

Benefits

• Medical, dental, and vision insurance
• Matching 401K plan
• Life insurance
• Short‑ and long‑term disability
• Student loan debt payments
• Vacation and PTO time
• Health Clinic
• Sponsored wellness programs
• Family‑oriented, positive work environment
• Weekends off
• Voluntary overtime during peak season
• Recently voted one of the Best Places to Work in Indiana!