Associate Account Executive (Education)

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.
• May create benefit exceptions and submit rate quotes and RFPs.
• 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 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.
• Actively 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, settlements, proposals, benefit exceptions, and customer reporting.
• 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.
• Depending on segment, may be responsible for project management of implementation of sold accounts, including creation of transition sheets with pertinent information to move sold accounts from new business to retention team.
• Must maintain an active sales license.
• Performs other duties and special projects as required.

Qualifications

• Bachelor’s degree in Business, Risk Management, Marketing, or related field, or equivalent experience is required.
• A minimum of two years’ work experience, preferably in sales or a fast-paced environment where building relationships and repeat customers is essential.
• Excellent oral and written communication skills; ability to develop and facilitate presentations.
• Demonstrated ability to function in a high-volume, highly visible, deadline-oriented environment; flexibility in a variety of settings and ability to work under pressure.
• Demonstrated experience with the MS Office Suite (Word, Excel, PowerPoint).
• Strong strategic and analytical skills; ability to analyze data and provide solutions.
• Excellent customer and broker/consultant relationship skills.
• Able to work collaboratively with functional areas within the segment.
• Self-motivated and goal-oriented; able to work independently with drive to excel.
• Knowledge of medical and ancillary products, services, and administration preferred.
• Health insurance experience preferred.
• Experience with Customer Relationship Management packages, such as ROAM, strongly preferred.
• Candidates must possess an active PA State Accident & Health license (or obtain within the first 60 days of hire).
• Candidates must have a valid driver’s license, a reliable car for visits to client or consultant meeting locations, and a cell phone. Out-of-area travel may be required.

Schedule

This role follows a hybrid model, with associates working in the office 3 days a week (Tuesday, Wednesday, and Thursday) and remotely 2 days a week (Monday and Friday). Remote work must be performed in the Tri-State Area of Delaware, New Jersey, or Pennsylvania.