Account Executive

 Position Summary  

The Account Executive is responsible for determining account management strategies related to client service plans; retention of existing clients, customer satisfaction, revenue growth, client surveys, and new business; providing program management for clients requiring complex service models; and overseeing the work of other local and national program management staff. This is a customer-facing role and requires a polished professional appearance and demeanor. 

Essential Duties and Responsibilities 

The essential functions include, but are not limited to the following:  

• Participates with the implementation of your new sold cases through the sale, customer service, enrollment and fulfillment process for a flawless customer experience. 
• Retains Account Management responsibilities for own book of business. 
• Makes demonstrated effort to interact with all clients under management responsibility, including annual in-person visits for largest revenue accounts.  
• Proactively brings recommended solutions to challenging client situations.  
• Identifies opportunities for improvement within own book of business, Account Management department and company overall.  
• Develops plans of action to address the client concerns and mobilizes resources across organization.  
• Helps team members identify key individuals within client organization for client, program and company success.  
• Ensures consistent engagement with accounts (calls, in-person visits, etc.) across team.  
• Defines high expectations for client service and results across respective book of business.  
• Understands client goals and ensures high quality service plans among team members.  
• Engages clients on recurring basis to ensure satisfaction with service levels and results against client goals, using established guidelines.  
• Captures and shares results with senior team leaders and tracks progress over time (year-to-year).  
• Identifies potential exposures across industries.  
• Develops and recommends customized solutions for own and teams’ clients to drive value.  
• Identifies issues and opportunities within own book of business.  
• Assesses program performance of direct reports and make recommendations on ways to improve. 
• Performs other duties as assigned. 

Minimum Qualifications (Knowledge, Skills, and Abilities)  

• Bachelor’s degree (B.A. or B.S) from a four-year college or university required. 
• 5 years directly related experience. 
• Insurance license preferred but not required. 
• Excellent oral and written communication, including presentation skills. 
• PC literate, including Microsoft Office products. 
• Analytical and interpretive skills.  
• Strong organizational skills.  
• Excellent interpersonal skills.  
• Leadership/management/motivational skills.  
• Ability to work in a team environment.  
• Excellent account rounding ability.  
• Strong understanding of claims management.  
• In-depth knowledge of client servicing. 
• Ability to handle conflict and confront challenging issues in a fast work environment.  
• Ability to meet or exceed Performance Competencies. 
• Able to influence and motivate others through persuasive points-of-view.  
• Able to work with team members to identify where/when these apply as potential client solutions.  
• Has robust understanding of how cost of risk impacts clients financial statements and unique attributes which may hinder solutions (e.g., jurisdictional challenges, union workforces, remote locations, etc.).  
• Solid understanding of industry products and services.