General Summary:
The Account Executive reports to the Director of Client Relations. This position will lead clients as a strategic consultant and will serve as the key interface between Consociate Health, and new and existing clients and brokers in relationship to the management and administration of client accounts.
Principal Duties and Responsibilities:
- The Account Executive will drive strategy alignment and serve as the face of Consociate Health in relationship to daily interaction with their client base.
- Develop and execute service strategies tailored to client needs.
- Track and trend issues to determine common issues that require process improvement.
- Responsible for quality assurance and assisting all departments with seamless customer support.
- Create and maintain an annual timeline of services per each client group.
- Resolve Client issues.
- Conduct Employer Meetings, (review health plan reports, conduct enrollment meetings, explain internal procedures and new product offerings).
- Manage Broker relationships.
- Oversee implementation of new groups.
- Present renewals.
- Review Contract Specifications.
- Review TPA Agreements.
- Review monthly reporting
- Set up and account management of client specific Pharmacy Benefit Manager, (PBM).
- Review and distribute SPD’s, SBC’s and Plan Amendments to appropriate departments.
- Coordination and creation of client/broker requested reports.
- Responsible for providing reporting and information to clients upon request or at scheduled quarterly/annual meetings.
- Other possible duties as may be assigned.
General Expectations:
- Present a positive image of Consociate Health at all times.
- Provide and promote the delivery of services with a prevailing attitude of respect and recognition of the personal worth and dignity of every individual whether they are a customer or a coworker.
- Communicate in a clear and concise manner, while also demonstrating receptivity through active listening.
- Identify and perform work that has not been specifically assigned, as needed.
- Continuously seek opportunities for improvement and suggest ways in which procedures/systems may be modified to accomplish tasks/goal efficiently and effectively.
- Demonstrate a teamwork philosophy by working cooperatively with others inside and outside the Client Relations Division.
- Attend required in-service and staff meetings.
- Seek other educational opportunities directly related to this position.
- Preserve the confidentiality of all business-sensitive information, including but not limited to that of insured groups and individuals, employees and applicants.
- Adheres to established safety standards and utilizes proper techniques to avoid work-related injuries.
Knowledge, Skills and Ability Requirements:
- Bachelor degree in health, business or related field or comparable work experience.
- Understanding of the Insurance Industry, marketing and sales.
- Licensing in Life, Health and Accident.
- Excellent human relations skills.
- Must be articulate, possess a professional business manner and have excellent organizational and communication skills.
- Strong ability to identify appropriate resources for research and problem resolution.
Physical and Mental Abilities:
- Ability to perform sedentary work for extended periods of time.
- Ability to utilize personal computer, telephone system, and communicate with a variety of customers.
- Ability to concentrate, meet deadlines, work on several projects during the same period, and adapt to interruptions.
Reporting Structure/Supervision:
- Reports to the Director of Client Relations
Working Conditions:
- Position may be performed offsite with some time spent onsite in the Corporate Office as needed.
- Travel to customer locations for meetings as needed, approximately 40% travel required during 4th quarter each year.
