Associate Account Executive

Associate Account Executive

Point
32

Health is a leading not-for-profit health and well-being organization dedicated to delivering high-quality, affordable healthcare. Serving nearly 2 million members, Point
32

Health builds on the legacy of Harvard Pilgrim Health Care and Tufts Health Plan to provide access to care and empower healthier lives for everyone. Our culture revolves around being a community of care and having shared values that guide our behaviors and decisions. We've had a long-standing commitment to inclusion and equal healthcare access and outcomes, regardless of background; it's at the core of who we are.

We value the rich mix of backgrounds, perspectives, and experiences of all of our colleagues, which helps us to provide service with empathy and better understand and meet the needs of the communities where we serve, live, and work.

The Associate Account Executive is responsible for supporting new business sales executives or existing business account executives.

• Provides support to 2-3 sales executives in all new and/or existing business sales activities, including developing benefit comparisons by reading and analyzing competitive benefit products and comparing them to one of several P32H benefit products, identifying appropriate plan variations based on direction from Sales/Account Executives during sale/renewal process.
• If new business, scrubs presale quote requests, analyzes case information to prepare for submission to Underwriting. If supporting a new business team, manage account set up for products within the Sales Automation tools according to established departmental guidelines.
• If supporting existing business, responsible for managing the renewal of all accounts through Sales tools, triggering all downstream processes. Acts as primary interface with internal/external HRA and HSA contacts and ensures paperwork and set-up of the group is accurate and timely.
• Acts as liaison between member, clients, brokers and P32H internal departments to reach resolution on broker/customer issues. Represents Harvard Pilgrim at enrollment fairs to answer employee questions about benefits, conducts employee presentations regarding the plan offerings Builds and maintains strong partnerships with brokers and internal contacts.
• Attends and manages follow ups from implementation/renewal meetings, both internally, and with the client/broker directly. Performs sales qualification of leads (following marketing qualification) to determine if it is an active lead. Includes working with brokers to obtain additional information on the status of the lead (renewal date, likelihood to change, current carriers, bid status, etc.) to qualify the lead as "sales ready".
  
  Work with Sales Executive to draft and submit requests for proposal (RFPs), ensuring accuracy of proposal and ensure that it meets the broker/client requirements.
• Assists with presentation preparation for finalist meetings, including identifying appropriate content with direction from the Sales/Account Exec. Perform out-of-the-box thinking, collaborate with others, and make a difference every day. Other duties and projects as assigned.

Certification and Licensure

Education

• Required:
  
  (minimum) Bachelor's degree in a related field
• Preferred:
  Master's degree

Experience (minimum years required):

• Required:
  
  (minimum) of 1-3 years of experience. Experience in finance or in the healthcare benefits industry working for a group, insurance carrier, broker or general agency preferred.
• Preferred: 1-3 years of experience in account management

Skill Requirements

• Knowledge of group insurance.
• Must possess strong analytical and problem-solving skills.
• Resilient, collaborative, flexible, innovative.

Working Conditions and Additional Requirements (include special requirements, e.g., lifting, travel):

• Must be able to work under normal office conditions and work from home as required.
• Work may require simultaneous use of a telephone/headset and PC/keyboard and sitting for extended durations.
• May be required to work additional hours beyond standard work schedule.

Salary…