Strategic Account Executive

• Meet target revenue and revenue per eligible rates for each assigned account
• Represent Purchasing Power at the executive level of our clients and brokers to build strong relationships and be able to educate each audience (broker, client, and consumer) of our value proposition
• Proactively offer guidance to help educate our broker and client partners for needed training programs
• Expand and cultivate each account and assigned broker region through frequent visits, ongoing communication, and accurate reporting
• Develop marketing opportunities for promotion to maximize program effectiveness for each account, utilizing broker portals and other communication tools available
• Ensure that account contract terms are adhered to and that all account needs are addressed
• Provide insight and information to cross-functional internal departments to assist SAE to become a valuable resource and partner
• Understand of account industry trends as well as voluntary benefit trends to identity new business opportunities with client and broker partners
• Proactively identify and report potential risks associated with each client and broker
• Effectively identify and partner with brokers to execute any upsell opportunities
• Optimize client and broker experience across sales, client services, marketing, and customer experience
• Serve as account owner and decision maker on relationship affecting issues/escalations
• Develop strategic recommendation for continual improvement and expansion of client and broker relationships
• Document new processes/policies/procedures relating to the client and oversees training on these to applicable internal staff

• Bachelor's degree in Business or related field or equivalent relevant experience.
• 5+ years of Account management experience
• Experience with managing employee benefit offerings / programs
• Possess financial acumen, analytical and operations skills
• Experience using Microsoft Office products (Pivot tables, Power Point, etc)
• Experience using CRM tools (Salesforce)
• Able to travel as needed for client steward ships, benefit fairs, client/broker, and events
• Proven annual goal attainment
• Superior written and oral communication skills and excellent presentation skills
• Strong time management and organizational skills; ability to maintain a high quality of work in a deadline driven environment
• Ability to build relationships & network both internally and externally
• Ability to work in-office 3 days a week
• Ability to travel 35% of the time

Demonstrates expertise in Account Management, with a strong focus on building relationships with clients and brokers, optimizing client experiences, and achieving revenue targets. Proficient in financial acumen and analytical skills to identify business opportunities and risks while ensuring adherence to contract terms.

• Account Management Experience
• Employee Benefit Program Management
• Financial Acumen
• CRM Tools (Salesforce)
• Superior Communication Skills

• Account Management
• Employee Benefit Offerings
• Financial Analysis
• Analytical Skills
• Operations Skills

• Relationship Building
• Time Management
• Organizational Skills
• Presentation Skills

• Voluntary Benefit Trends
• Client Stewardship
• Broker Relationships
• Marketing Opportunities
• Account Contract Terms

• Microsoft Office
• Salesforce