Associate Account Executive (2-99R)

About the role

The Associate Account Executive works with the Account Sales Rep and Management to manage external customer, client, consultant, or broker relationships. Assists in the development and execution of sales strategy for each group customer or prospect.

Responsibilities

• Participates in sales meetings, presentations, and site visits to cultivate account relationships with Group Leaders, Consultants, Brokers, and Members.
• Attends external events with clients as needed.
• Works with Account Sales Rep to ensure that all sales and account related issues are addressed; communicates status, issues, risk, exposure, and recommendations on a timely basis.
• Builds effective relationships with customers, clients, consultants, or brokers to maximize sales opportunities.
• Depending on segment, may manage a client on an interim or permanent basis.
• Responsible for strategic and consultative presentations of products to customers, clients, and prospects; provides input and partners with Communications department regarding presentations and sales materials as needed.
• Provides professional presentations and/or open enrollments (where applicable) to a variety of audiences.
• Works collaboratively with Functional Management, Account Sales Rep, and segment team to understand and meet all strategic initiatives and goals within the segment.
• Develops a high level of expertise with the Sales competencies to model ideal behaviors and skills.
• Works with Account Sales Rep and segment partners to understand and effectively communicate rating alternatives and funding arrangements applicable within the segment; may deliver renewals, quotes, or no-quote decisions (where applicable).
• Demonstrates comprehensive understanding of product offerings, the competitive environment, and the industry.
• Analyzes and interprets trend data to provide recommendations that maximize sales opportunities.
• Participates in ongoing account management, including renewals and proposals (depending on segment size).
• May mentor less experienced Associate Account Executives in sales techniques and strategic thinking to increase competitive and industry knowledge.
• Identifies trends and actively seeks resolution of customer issues within the segment.
• Accountable for utilization of CRM tool to maximize sales opportunities.
• Maintains an active sales license.
• Performs other duties and special projects as required.

Requirements

• Bachelor’s degree in Business, Marketing, or a related field or equivalent work experience.
• A minimum of 3 years’ sales experience, including experience in health insurance or a related industry where building relationships and renewing customers is essential.
• Excellent oral and written communication skills.
• Demonstrated ability to develop and facilitate presentations.
• Negotiation skills.
• Ability to function in a high-volume, highly visible, deadline-oriented environment.
• Knowledge of medical and ancillary products, services, and administration, as well as a broad understanding of health insurance funding and rating methodologies.
• Experience with the MS Office Suite (Word, Excel, PowerPoint) and CRM packages, such as ROAM.
• Active PA State Accident & Health license or ability to obtain one within 60 days of hire.
• Valid driver’s license, reliable car, and cell phone.
• Must have an Android or iOS device compatible with the free Microsoft Authenticator app.