Account Executive II Job at Canonsburg General Hospital (Working at Home

Job Description

This job is directly responsible for the retention, growth and profitability of an assigned customer base, focused on medium, large and key accounts. The incumbent negotiates the financial renewal for assigned clients, assists sales executives in the sale of new business, negotiates contracts, manages client issues to resolution, and implementation of business. The territory for this role is CA, Arizona, and New Mexico.

Job Responsibility

Account Planning & Management
Develop account renewal strategy to retain customers, membership and drive UCD profitability
Perform Product & Network assessments and develop competitor positioning and strategies to market against the competition
Identify growth and retention opportunities and develop strategies to win this business
Perform profitability analysis and develop strategies to increase customer profitability and interface and collaborate with underwriting, actuarial, provider relations, and product to deliver total product solution and best value to customer
Engage with customer to identify and implement meaningful customer specific reporting
Manage customer open enrollment needs (materials, meetings, etc.)
Manage customer issues to timely and complete resolution while ensuring customer satisfaction and aligning with corporate goals and objectives and meet with customer to perform plan reviews and consultative assessments
Manage customer specific performance guarantees (PGs) including annual confirmation of sold PGs, reporting accuracy of PGS, and timely delivery of PGs to customer
Ensure document compliancy with customer (i.e. documented renewal letters, contracts, Performance Guarantees and other legal documents) and file within corporate repository
Manage implementation of customer plans and restructures
Document meetings and contacts with customer or broker, etc. in SalesForce or other management identified method
Relationship Management
Develop strong working relationships with customers that influence customer insight and perspective of UCD value
Develop strategies to increase customer satisfaction and develop strategies to increase producer/consultant knowledge and insight of UCD value
Sales
Negotiate renewals with customer either directly or with producer/consultant involvement to drive retention, persistency and profitability goals
Strategically position UCD in RFP responses to win renewal business
Negotiate contracts with customers (ASO, BAA, TPA, etc.)
Perform finalist presentations for existing customer
Perform finalist presentations for new business customers with sales executive
Continue to educate customers and producers/consultants on UCD products (including policies and regulatory impacts), capabilities, networks, and overall value

Requirements

Bachelor's Degree in Business Administration/Management or related field
6 years of progressive related experience in lieu of Bachelor's degree
2 - 5 years of proven experience in Account Management, Sales, Marketing, Client Facing position
State specific Producer License in Accident & Health or obtained within 90 days from hire date
Valid Drivers License
Proven ability to develop strong customer/client relationships to influence people and affect change
Negotiation skills and demonstrated ability to influence decision makers
Demonstrated ability to teach new insights and perspectives to customers, producers, consultants & partners
Proven problem solving and analytical skills
Strong business acumen
Excellent communication and presentation skills
Strong organizational and time management skills to prioritize and mange a large customer base
Ability to develop and execute business plans to meet goals
Demonstrated ability to work independently to resolve customer issues, maintaining Customer satisfaction while ensuring alignment with company objectives
Highly motivated, enthusiastic, results oriented and ability to learn quickly

Nice to have

Master's Degree in Business Administration/Management or related field
2 - 5 years in the Insurance Industry
2 - 5 years in Employee Benefits
2 - 5 years in MS Office Products or SalesForce
Spanish language skills

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Account Executive II

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