Account Executive - Wisconsin

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Charles Taylor is a highly successful global provider of professional services to the insurance industry. We are seeking an experienced Account Executive to join our Third-Party Administration team.

This candidate must have 5+ years of experience in the commercial health insurance industry, specific to employee benefits, and live in Wisconsin.

The Account Executive will support the sales and service of the health plan for school districts, municipalities and counties participating in the WCA GHT throughout the State of Wisconsin.

• Proactively manages relationships with clients and agents/brokers in all aspects including:
  • Manages the renewal process for assigned clients
  • Proposes appropriate plan design for clients based on deductibles, copayments, drug tiers, and acceptable design features for the client
  • Produces and reviews utilization reports with clients; educates members on benefit’s claims, eligibility, interpretation, and other plan requirements unique to the GHT
• Obtains plan documents and amendments as necessary for clients
• Responds to customer service requests from members including but not limited to enrollment questions, investigating claims issues, change requests, and
• Evaluates department processes and procedures for improved efficiencies; makes appropriate recommendations
• Assists with initial client implementations, which includes preparing enrollment forms, attending employee information sessions, and answering questions
• Responds to formal request for proposal (RFPs) for prospective clients; provide formal presentations to boards and/or committees if required
• Collects underwriting risk information and discusses with corporate management to determine underwriting risk and to assist corporate management in determining appropriate pricing for client
• Represents the GHT at conferences and trade shows
• Attends GHT Board meetings as requested
• Participates in social events scheduled for the department, and as a representative of the GHT
• Maintains and grows relationships with vendors who have programs that add value to the GHT
• Approximately 25–40% of the role involves travel within the state; overnight stays are typically required for conventions and occasionally for client meetings

• Proficiency in the full Microsoft Office suite, including Teams, with intermediate Excel skills
• Demonstrated ability to maintain strong retention and long-term relationships
• Solid understanding of insurance benefit principles, terminology, eligibility, coordination of benefits, plan documents, health insurance renewal processes, and pooling concepts
• Ability to build and maintain effective working relationships across teams and stakeholders
• Adaptability to evolving technologies and the ability to quickly learn new systems and tools
• Commitment to delivering a high level of customer service
• Excellent verbal and written communication skills, including the ability to present complex insurance information to large audiences
• Strong sense of confidentiality and discretion
• Effective problem-solving skills
• High level of accuracy and attention to detail
• Ability to multitask, prioritize, and meet deadlines
• Strong organizational skills
• Active listening skills

• Bachelor’s degree in insurance or finance or equivalent work experience
• Minimum 5 years’ experience in the commercial health insurance industry, specific to employee benefits

• Professional certifications such as:
  • HCSA (Healthcare Customer Service Associate)
  • RHU (Registered Health Underwriter)
  • HIA (Health Insurance Associate)

• State of WI Insurance License – Life and Health designation

Charles Taylor offers a competitive salary commensurate with experience and excellent benefits including medical, dental, vision, life insurance and 401(K) with match.

At Charles Taylor, our values define our identity, principles and conduct. This person will demonstrate and champion Charles Taylor Values by ensuring Agility, Integrity, Care, Accountability and Collaboration.