Account Executive
Listed on 2026-07-12
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Business
Client Relationship Manager
Job Title
Account Executive I
Job DescriptionGet To Know Us!
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.
What is your impact?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.
What Will You Be Doing:
- 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 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 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; developing and communicating progress against client's plan management strategy; gathering required data, research, and supporting analysis, and handouts/documents to guide the discussion.
-Review and assess clients 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 deliver 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.
Qualifications-5+ years related work experience in the health insurance and the benefits administration industry working directly with clients and distribution networks in a healthcare benefit related environment.
-Related Bachelor's degree required in Business, Communications or Healthcare Administration preferred.
-General Lines license
-life, accident, health, and HMO (LAH)
-Detailed knowledge of Healthcare Reform.
-Extensive experience in all MS Office applications including Word, Excel, Access and PowerPoint.
-Stro…
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