Strategic Account Advisor

About the role

This role requires associates to be in-office 1 - 2 days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance.

The Strategic Account Advisor is responsible for client retention in the 10-99 level funded space, fully insured in the 51-99 space, cross-selling dental, vision, and supplemental accident.

Responsibilities

• Responsible for obtaining assigned persistency and cross-selling goals as assigned on an annual basis.
• Work in conjunction with underwriting and implementation to renew and install plans and plan changes.
• Achieves retention and growth targets through execution of sales process.
• Cultivates trust-based relationships and develops comprehensive understandings of client needs and priorities.
• Acts as a consultative collaborative partner with brokers, consultants, and key decision makers.
• Develops business plans to address broker and client needs.
• Conducts broker and/or agency education on pertinent topics.
• Acts as primary customer contact.
• Coordinates with internal partners to meet and exceed client expectations.
• Drives opportunities for additional growth and product sales.
• Ability to learn and become familiar with the industry and products at the local, state, and federal level.
• Continuously updates knowledge in a rapidly changing environment.

Requirements

• Requires a BA/BS and a minimum of 2 years of sales experience; or any combination of education and experience which would provide an equivalent background.
• Sales license and appointment required where necessary upon hire or is required to be obtained and appointed within sixty (60) days of hire.

Skills

• Client facing experience strongly preferred.
• Experience with office tools, cloud-based software, social media & collaboration tools strongly preferred.
• Ability to travel up to 25% throughout WI.

Benefits

We offer a range of market-competitive total rewards that include merit increases, paid holidays, Paid Time Off, and incentive bonus programs, medical, dental, vision, short and long term disability benefits, 401(k) +match, stock purchase plan, life insurance, wellness programs and financial education resources.

Company Culture

Elevance Health is a health company dedicated to improving lives and communities - and making healthcare simpler.

We are creating a culture that is designed to advance our strategy but will also lead to personal and professional growth for our associates.

Our values and behaviors are the root of our culture.