About this role

Develops strong personal and collaborative internal and external relationships to manage book of business
Accountable for building and maintaining strong relationships with a locally-aligned book of business
Determine concerns/barriers for retention of customers; identify top concerns and review mitigation strategy with leadership
Discuss and present solutions and partners with internal partners to enhance customer experience
Collaborates with account team members and functional support areas on more complex product or service issues
Offers creative product and service solutions to address client’s evolving needs
Monitors client’s product lines and services to ensure customer satisfaction
Responsible for the financial performance for assigned portfolio including negotiations with Plan Sponsor and Producer
Reviews and consultatively presents customer reporting with meaningful analytics, trending and insightful recommendations

Account Executive

Key skills