Responsible for renewal and management of existing accounts.
Maintains strong service relationships with clients and agents.
Researches/compiles presentations and sales materials as needed.
Coordinates client and agent input into renewal process.
Obtains client signoff on administrative service agreements.
Responsible for renewal reporting.
Gathers and analyzes data from client and/or agent to compile, approve and deliver marketing packages.
Manages related communications relating to existing account renewals.
Provides ongoing account management.
Responsible for development of new account sales.
May work with marketing area to execute marketing strategy for new business in assigned territory/relationship network.
Compiles, approves and delivers presentations and presents proposal packages for new groups.
Obtains client signoff on administrative service agreements.

Bachelor's degree
any major
Seven years program management, customer service, finance, technology-related industry and/or healthcare insurance
2 of the 7 years must have been in sales and marketing role in one or more of the areas listed.
Department of Insurance Licensure must be obtained within 90 days of hire in state employed.
Client management success
Client management principles and techniques
Experience with strategy development and execution
Financial and plan utilization critical/analytical thinking skills balanced with sound judgement.
Ability to work independently, organize, and prioritize effectively.
Ability to lead a team in a matrix reporting environment.
Effective individual and group presentation skills (both virtual and in-person).
Microsoft Office Suite
Excel, PPT (extensive experience), MS Teams, Outlook, and Word.

National Account Executive

Key skills