Account Executive II
About the role
The Account Executive II serves as a trusted advisor and primary point of contact for a portfolio of clients. In this role, you'll build strong client relationships, proactively identify opportunities for enhancement and growth, and collaborate across departments to ensure exceptional service delivery and long-term client success.
At Liberty Dental Plan, our mission is to improve access to quality dental care while delivering outstanding service to our members, clients, providers, and communities. We foster a collaborative, purpose-driven culture where innovation, teamwork, and professional growth are encouraged and celebrated.
Responsibilities
- Serve as the lead contact for day-to-day client service and strategic account support.
- Develop and execute relationship management strategies aligned with each client's business goals and objectives.
- Analyze plan utilization, performance trends, and client needs to provide proactive recommendations and solutions.
- Lead renewal activities, including developing and presenting renewal options, benefit design changes, and pricing strategies.
- Partner with internal teams including Claims, Eligibility, Provider Relations, and Finance to resolve escalated issues effectively and efficiently.
- Identify opportunities to enhance client satisfaction, improve plan performance, and expand service offerings.
- Facilitate client meetings, quarterly business reviews, and strategic planning sessions.
- Support open enrollment strategies, employee education initiatives, and presentation development.
- Maintain accurate client records, service documentation, and renewal milestones within company systems.
- Monitor contractual performance expectations and ensure service commitments are achieved.
- Mentor and support junior team members in client service and account management best practices.
Qualifications
Education: Bachelor's degree in Business Administration, Marketing, or a related field, or an equivalent combination of education and relevant work experience.
Experience: Minimum of 4 years of experience in health insurance account management, client services, employee benefits, or a related field. Experience managing mid-sized or complex client accounts strongly preferred. Dental or ancillary benefits industry experience is a plus.
Skills
- Strong knowledge of group health and dental insurance concepts, including underwriting, plan design, compliance, and claims operations.
- Exceptional relationship-building and consultative account management skills.
- Excellent communication, presentation, and stakeholder management abilities.
- Strategic mindset with the ability to identify growth opportunities and deliver value-driven solutions.
- Strong analytical skills with the ability to interpret data and translate insights into action.
- Outstanding organizational skills and attention to detail.
- Proficiency with Microsoft Office Suite and CRM systems.
- Ability to collaborate effectively across cross-functional teams.
- High degree of professionalism, discretion, and sound judgment.
Benefits
- Competitive pay structure and savings options to help you reach your financial goals.
- Excellent 401(k) retirement benefits, including employer match, Roth IRA options,