Account Executive (On-Site or Remote)

About the role

As the Account Executive, you will be the dedicated first point of contact for clients and will collaborate with various departments internally to proactively ensure client satisfaction with OccuNet's services. This involves assisting clients to understand the services we provide and working alongside them to explore and consult on opportunities to improve discounts, member experience, and overall results with our products. The Account Executive partners closely with clients to help them interpret reporting, identify opportunities to improve discounts and exposure, enhance member experience, and drive overall program performance.

What it's Like to Work Here

At OccuNet, you matter like we matter! Our team members share a positive attitude, an outward mindset, problem-solving abilities, and patience, enabling them to provide excellent customer service even during challenging situations. Our culture, plus continuous opportunities for growth, has resulted in an industry-low turnover rate.

A Day in the Life

• Attend and facilitate meetings with clients and partners to address ongoing needs and strategic initiatives.
• Coordinate with internal teams to resolve escalated operational, provider, and member issues.
• Collaborate with the Account Coordinator to ensure timely client follow-ups.
• Analyze client reporting and trends related to claims processing, negotiations, and balance billing to identify improvement opportunities.
• Communicate client expectations, feedback, and workflow updates to internal stakeholders to ensure alignment with client needs.

Responsibilities

• Serve as the liaison between clients and internal teams to address inquiries and proactively identify process improvements.
• Communicate client needs effectively across departments to drive better outcomes.
• Collect, analyze, and present client data to highlight key performance trends and insights during client renewals and business reviews.
• Maintain confidentiality of sensitive client and organizational information.
• Perform other duties as assigned.

Requirements

• Multi-year experience in reference-based pricing, self-funded plans, and fully insured plans is required.
• Proven ability to build and maintain client relationships (employer groups, brokers, TPA, and insurance carriers).

Skills

• Strong eye for accuracy and attention to detail.
• Excellent communication skills – written, verbal, and interpersonal.
• Proactive problem-solving abilities.
• Comfortable managing multiple priorities.
• Organized thinking with the ability to consolidate and communicate relevant information.
• Ability to work independently with excellent judgment.
• Ability to delegate projects/research when necessary.
• Proactive identification of opportunities to improve client and member experiences.
• Proficient computer skills (e.g., Microsoft Office).

Benefits

• 401(k) with matching
• Dental insurance
• Health insurance
• Vision insurance
• Health savings account
• Paid time off

Culture and Opportunities

• We pride ourselves on our outward mindset – supporting each other and putting the team and the clients we serve first.
• High-growth environment with clear opportunities for career growth.
• Welcoming atmosphere and culture.