Account Executive I

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WebTPA, a Guide Well Company, is a healthcare third‑party administrator with over 30+ years of experience building unique benefit solutions and managing customized health plans.

The Account Executive I is responsible for managing and directing the front line relationship with clients including, but not limited to, key decision makers – HR leadership, distributors (brokers), and C‑level partners, and coordinating internal staff delivering the total healthcare benefit solution. The Account Executive is responsible for managing the strategic partnership with the clients and all vendors/consultants involved, performing analysis and assessment of the benefit plan, recommending strategies and solutions, ensuring superior service levels and plan effectiveness, overall retention of the business, and upsell WebTPA products – where appropriate.

• Key Client Management and Strategy
  • Manage a block of clients – of generally mid‑sized employers
  • Build and maintain effective feedback infrastructure to gather critical intelligence on client satisfaction from all sources related to the client’s total product/service delivery system, including brokers, consultants, vendors, partners, stop‑loss carriers, etc., to assure maximum opportunity to retain the business and related revenues.
  • Analyze and evaluate the client’s plan performance and seek out opportunities to upsell/cross‑sell WebTPA products and services, or revenue‑producing partner products and services, while improving the overall service experience to clients and their members.
  • Build and maintain a strong business/working relationship with clients and distribution networks sufficient to maintain and increase revenues; identify other opportunities and referrals.
  • Develop and maintain a thorough understanding of the client’s objectives for their plan; discuss key performance indicators, analyze issues, and recommend/model changes necessary to achieve those objectives.
  • Evaluate client needs and lead cross‑functional teams to design, plan, configure, and implement products and services on a timely basis – Renewals, New Client implementation.
  • Schedule and lead client/delivery team meetings; develop and communicate progress against the client’s plan management strategy; gather required data, research, and supporting analysis, and handouts/documents to guide the discussion.
  • Review and assess the client’s benefit plans broadly considering key factors – industry, locations, required product/service mix and compliance factors.
  • Communicate and ensure client compliance with federally and state‑mandated requirements.
• Key Client Support
  • Build and maintain a strong understanding of product/service delivery systems and infrastructure adequate to identify and address problems and issues, including information requests, expeditiously.
  • Respond to client inquiries within 24 hours, acknowledging and building expectations for resolution and delivering on commitments.
  • Create and maintain a proactive communication strategy with clients, related distributors, business partners, and consultants adequate to identify and address problems and issues expeditiously.
• Develop and maintain familiarity with WebTPA reporting and analysis tools adequate to report plan performance metrics to brokers, consultants, and clients.
• Work as a responsible team member supporting projects relating to problem resolution, research, implementations, enrollments, and renewals.
• Assure delivery of fully executed client contracts including but not limited to ASA, Plan document, Compliance, Network, PBM, BAA, etc.

• 5+ years related work experience in the health insurance and the benefits administration industry working directly with clients and…