- Manage Ochs' larger accounts
- Develop annual business plan and successfully execute strategies
- Make connections or deepen connections with prospective, new or current clients through finalist presentations, networking events, research, implementation and/or service calls and visits, and other marketing tactics
- Establish and maintain relationships with current clients
- Retain clients by meeting proactive service requirements
- Active involvement in renewal process and negotiation for all lines of coverage
- Identify cross sale opportunities with existing clients and provide that information to internal teams
- Act as a primary liaison for renewal and complex policy level communication with clients
- Meet with clients to identify needs; technical, quality, cost, specifications, etc.
- Implement solutions for clients to drive satisfaction using appropriate resources
- Responsible for working with internal teams towards client retention goals
- Resolve client concerns in an expeditious and tactful manner
- Accountable to achieve retention goals
- Train and mentor more junior team members
- Manage and schedule client visits in an appropriate manner and frequency
- Present benefit plans to client's employees during group enrollment meetings and health fairs as necessary
- Organize meetings, coordinate materials, and schedule travel as needed
- Provide progress reports to management team
- Follow all internal processes including but not limited to Salesforce entry, renewal process, amendment process, implementation process etc.
- Be available and adaptable to shifting focus as company and client needs change
- Assist the sales department in finalist presentations
- Travel up to 25%
- Bachelor's degree preferred
- Previous sales or account management work experience
- Life/Health licensing (can be obtained after hiring)
- Strong verbal and written communication
- Ability to present to both small and large groups of people
- Ability to work independently and with self-motivation
- Ability to find successful resolutions to client problems
- Competency with Microsoft Office (Outlook, Word, Excel, PowerPoint)
- Salesforce experience preferred
- Full-time access to a motor vehicle and valid driver's license
- The ability to work a minimum of 37.5 hours per week
- Ability to utilize keyboard, mouse and computer for approximately 1-4 hours per day
- Ability to utilize telephone for approximately 1-4 hours per day
- Ability to meet the physical demands of travel. This includes the ability to operate a motor vehicle
- Ability to lift/carry/push/pull up to 25 pounds
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Account Executive - St Paul, United States - Ochs
1 week ago
Description
This role provides account management and focused service to a defined number of business accounts. The Account Executive is responsible for creating and implementing a business plan for client retention; including benefit plan consulting, enrollment support and identifying opportunities to increase product lines for existing clients. Additionally, the Account Executive serves as a liaison between clients and internal teams to ensure a thorough understanding of client needs and successfully complete renewal negotiations.
Client definition: Human Resources Personnel, Broker Contacts, and Channel Partners.
Responsibilities:
Additional Responsibilities:
Qualifications and Skills:
Physical Requirements:
The physical job requirements described above are representative of those that must be met by an employee to successfully perform the essential functions of this job.Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
