Strategic Relationship Manager/Account Executive, Student Health

About the role

The Strategic Relationship Manager (SRM) is responsible for providing oversight on high-level accounts that involve direct client engagement. The SRM will provide strategic directions and consultation to the client, including managing escalated service issues, presenting and implementing best practices, improving operational efficiency, and assisting with annual renewals.

Responsibilities

• Develop relationships with key decision makers and administrative staff at client accounts, including consultants and brokers where applicable
• Lead presentations with clients, including Wellfleet service initiatives, stewardship meetings, and assist with renewal discussions
• Serve as a liaison with internal account management teams to support effective client satisfaction and positive impression/satisfaction with Wellfleet brand
• Ensure that Wellfleet products are competitively positioned based on client needs, requests, and expectations
• Collaborate with the Underwriting team to ensure product/service requirements are clearly understood, relevant claims information has been obtained, requested aspects are documented and accounted for, and marketplace competition positions are anticipated
• Understand the clients’ product and service requirements and works with sales and product leadership to align Wellfleet’s product development, case set-up, underwriting and other internal resources and services to meet the clients’ needs
• Review plan utilization to identify trends, claim drivers, and expense patterns that tie into renewal rate actions
• Identify inefficiencies in service deliverables across departments, reengineer processes to streamline operations, with scalable solutions to support profitability while improving client outcomes
• Lead strategic change management efforts, minimizing disruption and maximizing adoption during process improvements and product rollouts
• Conduct thorough root cause analyses of operational and client-related challenges, driving continuous improvement initiatives to address recurring issues and improve overall performance
• Engage with client through the renewal process to achieve expected retention results

Requirements

• Bachelor’s degree in business or related field and 2+ years of relevant client services or operations management experience or equivalent combination of education and experience
• Possess and maintain an active and valid Accident, Health and Sales Producer license or have the ability to obtain required industry licensing
• Demonstrated ability to communicate with external parties to develop long-term strategic relationships
• Knowledge of health and accident insurance
• Familiarity with purchasing practices in public and private higher education, including formal bid protocols, centers of influence on decision making, and networking avenues through local and national conferences, seminars, and industry events
• Excellent presentation and public speaking skills
• Exceptional verbal and written communication skills

Qualifications

• Comprehensive knowledge of administrative processes related to health insurance products, including policy filings, enrollment practices, waiver administration and audit, billing, invoicing and collections, claims reporting, analytics, underwriting practices, and customer service

Skills

• Knowledge of insurance within the higher education industry preferred

Benefits

Wellfleet offers a competitive compensation package and comprehensive benefits package including medical, vision and dental insurance options, life and accident insurance, 401(k), and short-term and long-term disability insurance. For a more detailed overview, visit our careers website at: wellfleetinsurance.com/about/careers.

Pay

The annual gross base salary range is $90,000 to $140,000. This range anticipates the low and high end of the salary for this position. Actual salaries will vary and are based on factors such as a candidate’s qualifications, skills and competencies.

Schedule

National travel may be required.