Account Executive

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Remote, US

SUMMARY

The Health Benefits Risk Pool (“Pool”) Account Executive is responsible for retaining Pool membership by building and maintaining strong relationships with members (the insured). They act as a trusted advisor, facilitating strategic discussions on health benefit design decisions within budgetary constraints. The Account Executive promotes member engagement and loyalty by highlighting the Pool's value and benefits and educating members on programs for better outcomes and lower costs.

They employ a consultative approach to understand member needs and develop recommendations. Responsibilities include pre-renewal strategic discussions, performance reporting, renewal negotiations, and ensuring exceptional customer service, working closely with the Account Manager. The Account Executive presents company products and services and assists brokers/consultants with presentations, staying informed about competitor products and industry trends.

ESSENTIAL DUTIES AND RESPONSIBILITIES - include the following. Other duties may be assigned:

• Develop and maintain a positive working relationship with Benefit Coordinators and decision makers of assigned groups. Establishes and maintains a high level of trust and confidence with groups, their employees and respective brokers/consultants.
• Performs strategic quarterly, semi-annual, and pre-renewal reviews, interpreting claim reports and providing aa consultative approach to understand member needs and develop personalized recommendations to groups as appropriate.
• Coordinates with and delegates to Account Manager service issues that may arise from the Benefit Coordinator, broker/consultant or decision maker. Follows up on service issues that have been delegated to Account Manager and tracks progress to ensure timely and accurate resolution of issues.
• Present a positive image of TX Health Benefit Pool and serve as a “champion” for TXHB.
• Communicate with the Director of Marketing and Senior Marketing Manager of new and changes of current Member Group / Broker relationships in addition to sharing potential new opportunities to strategize on continued market growth within the Territory and Region.
• Works closely with the Account Manager throughout the existing group renewal process, ensuring renewal paperwork is accurate, timely, and complete per established timelines.
• Provides competitive analysis and market vulnerabilities feedback from Member Groups and Broker/Consultants to the Sales Executive and Marketing Manager for assigned groups.
• Attend regional and council meetings, bid openings when and where possible at the Senior Marketing Manager and Marketing Leadership’s request.
• Proactive education and dialogue with Benefit Coordinators to ensure appropriate and timely decisions related to benefits and services.
• Promotes webinar education, Benefit Coordinator training, wellness events, and regional meetings to encourage attendance/participation.
• Maintains daily and accurate documentation in appropriate systems (Salesforce, Member Database, etc.) Document all interactions with Member groups in Salesforce or other systems as appropriate. Ensure that cases are set up on a timely basis, referred to the appropriate party, and tracked throughout the process for resolution.
• Conducts open enrollment meetings to provide member education, enrollment, benefit updates.
• Work in cooperation with Account Manager to create, edit, and share targeted group reporting packages and presentation slide decks for open enrollment, strategic meetings, and other group meetings as assigned.
• Protects the…