Account Executive 2-99-R - 240421

DESCRIPTION/RESPONSIBILITIES: The Account Executive in the 2-99 sales segment serves as the primary point of contact for external customer relationships and is responsible for on-going sales account management, including renewals, settlements, proposals, benefit exceptions and customer reporting. (where applicable)

Responsibilities: * Develops and executes proactive, creative and ongoing account initiatives which enhance/maximize sales opportunities. * Works independently to develop and execute client strategy. * Provides recommendations to Functional Management and/or Senior Management. * Accountable for development and execution of sales strategy for each group customer or prospect keeping in line with segment strategy. * Builds effective relationships with customers/clients/brokers/consultants. * Responsible for strategic and consultative presentations of Independence products to customers and prospects * Provides professional presentations and/or open enrollments (where applicable) to a variety of audiences in various settings. * Understands and meets all strategic initiatives and goals within segment, working collaboratively with segment team. * Develops high level of expertise with sales competencies to ensure they are modeling the ideal behaviors and skills. * Understands and effectively communicates rating alternatives and funding arrangements applicable within the segment * Partners with Underwriting for development of rate proposals and renewals and for development of renewal /cross sell/pricing strategies. * Actively demonstrates comprehensive understanding of Independence products, the competitive environment and the industry. * Identifies health care and cost trends and actively seeks to develop solutions for are and or cost associated with the benefits plan. * Keeps management informed of relevant opportunities. * Mentors other associates in sales techniques, account management, and strategic thinking, to increase their competitive & industry knowledge * Works with Associate Account Executive and Account Support Representative to ensure that all sales and account related issues are addressed and resolved. * Accountable for utilization of CRM tool to maximize sales opportunities. * Must maintain active PA sales license.

REQUIRED SKILLS: * Bachelor's degree in Business, Marketing or a related field or equivalent work experience. * A minimum of 3 years' sales experience to include experience in health insurance/related industry where building relationships and renewing customers is essential. * Excellent oral and written communication skills required. * Demonstrated ability to develop and facilitate presentations. * Negotiation skills required. * Demonstrated ability to function in a high-volume, highly visible, deadline-oriented environment is essential. * Knowledge of medical & ancillary products, services, and administration required, as well as a broad understanding of health insurance funding and rating methodologies. * Demonstrated experience with the MS Office Suite (Word, Excel, PowerPoint) as well as CRM packages, such as ROAM required. * Candidates must possess active PA State Accident & Health license or obtain license with 60 days of hire into the role. * Candidates must have a valid driver's license and a reliable car and must have a cell phone.

Equal Opportunity Employer-minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity