Account Executive

• Build and maintain client relationships while meeting specified client retention goals
• Coordinate and direct assigned client activities within the client services team
• Develop a strong understanding of clients' businesses and strategic priorities
• Develop and execute renewal and/or marketing strategies in accordance with client instructions
• Manage new client implementation processes
• Execute analysis and deliver creative, practical client solutions
• Lead and coordinate evaluation of marketing
• Serve as a valued advisor to clients and build strategic relationships with key decision makers
• Negotiate renewal actions with carriers based on client needs
• Educate clients on applicable legislation and market trends
• Monitor clients closely and provide innovative industry solutions aligned with business needs and goals
• Participate in RFP processes and finalist presentations
• Identify and propose additional services to existing clients
• Ensure compliance with all regulatory guidelines
• Perform additional responsibilities as assigned

• High School Diploma or GED required
• Up to 6 years of experience managing multiple clients of increasing complexity in the insurance industry
• Must maintain current required licenses and certifications relevant to field of expertise
• Technical knowledge relative to industry, including contract provisions, renewal and claims processing, plan knowledge, and carrier funding
• Expertise in managing clients with alternative funding arrangements
• Proficient use of applicable technology
• Expert knowledge of state and federal legislation
• Ability to set priorities and manage workflow for efficient, timely, and accurate deliverables
• Demonstrated verbal and written communication throughout all levels of the organization, internally and externally
• Advanced problem solving and critical thinking skills
• Must be able to travel based on client and business needs

Demonstrates expertise in client relationship management, strategic planning, and compliance within the insurance industry, while effectively utilizing problem-solving and communication skills to deliver tailored solutions.

• Client Relationship Management
• Insurance Industry Expertise
• Regulatory Compliance
• Strategic Planning
• Problem Solving

• Client Retention Strategies
• Renewal Processing
• Claims Processing
• Contract Provisions Knowledge
• Alternative Funding Arrangements
• Market Trend Analysis
• RFP Process Participation
• Technical Knowledge of Legislation

• Verbal Communication
• Written Communication
• Critical Thinking
• Time Management

• Required Licenses and Certifications

• Insurance
• Client Services
• Legislation
• Market Trends
• Client Implementation

• Client Management Software
• Data Analysis Tools