Account Executive - Wisconsin

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.

• 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 discuss 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