Strategic Account Executive

Role Overview

• The Strategic Account Executive is responsible for managing client interactions and account maintenance
• Manage client book of business with emphasis placed on building and fostering relationships with client or broker contacts through quality service delivery
• Proactively assesses, clarifies and validates customer needs on an ongoing basis
• Collaborate with co-workers and vendor contacts to assist with resolving client concerns or questions on a timely basis
• Attend and coordinate onsite or webinar meetings with client, broker or PBM for prescreening, finalist meetings, market results, quarterly reviews, implementation meetings or ad-hoc
• Escalate any client or broker issues with PBMs
• Analyze plan performance on a quarterly basis and provide recommendations on benefit design edits or savings opportunities
• Manage the implementation timeline with PBM to ensure all tasks are completed on schedule including member communications, eligibility, accumulator and other transition files

Requirements

• Must be eligible to work in the United States without the need for work visa or residency sponsorship
• Manage client book of business with emphasis placed on building and fostering relationships with client or broker contacts through quality service delivery
• Proactively assess, clarify, and validate customer needs on an ongoing basis
• Collaborate with co-workers and vendor contacts to assist with resolving client concerns or questions on a timely basis
• Attend and coordinate onsite or webinar meetings with client, broker or PBM for prescreening, finalist meetings, market results, quarterly reviews, implementation meetings or ad-hoc
• Analyze plan performance on a quarterly basis and provide recommendations on benefit design edits or savings opportunities
• Maintain internal documentation and systems for clients, meeting minutes, action logs, CRM and continuous organization of information contained within client folders

Benefits

• health, wellbeing, retirement, and other financial benefits
• paid time off
• overtime pay for non-exempt employees
• reimbursement of job-related expenses per the company policy
• employee perks and discounts