Senior Account Executive

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Pacific Source is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to status as a protected veteran or a qualified individual with a disability, or other protected status, such as race, religion, color, sex, sexual orientation, gender identity, national origin, genetic information or age. Pacific Source values the diversity of our community, including those we hire and serve.

We are committed to creating and fostering a work environment in which individual differences and diversity are appreciated, respected and responded to in ways that fully develop and utilize each person’s talents and strengths.

Secure, build, and sustain positive working relations with key constituents including groups, brokers, external vendors, and internal departments. Foster a partnership and enhance dialogue with groups, while acting as a subject matter expert. Assist large employer groups of 51 or more eligible and brokers in building strategically designed benefit programs to support cost containment, quality care, wellness programs and compliance with legal and regulatory guidelines.

Lead the renewal process for assigned groups. Lead the evaluation of, and responses to, requests for proposals for existing groups. Actively seek opportunities to sell other Pacific Source services to current groups. Ensure existing groups are satisfied with and recognize the value offered by Pacific Source. A Senior Account Executives’ block of business will typically consists of more complex groups such as, but not limited to, complex fully insured groups, student health plans and self-funded group plans, and is characterized by a high percentage of self-funded groups.

Essential Responsibilities:

Coordinate with Sales Executive to make sure there is a clear understanding of the products and services sold to any new Pacific Source groups. For renewing groups within your block of business communicate any services sold that would apply ly responsible and act independently for negotiating the renewal; thoroughly understand underwriting model. Complete any documentation necessary to implement or renew groups.

Consult with groups to ensure they are informed regarding Pacific Source products, administrative procedures, population health strategies, and legislative and compliance requirements. Follow service model guidelines for client outreach.

Serve as a resource for benefits, compliance, and plan information. Communicate with groups, providers, Pacific Source departments, and Sales to assure clear communication between all constituents.

Attend internal and external meetings as required. Share best practices with team.

Work to identify potential issues and seek resolution(s).Liaison to outside vendors which provide services/products to our groups, including but not limited to, Pharmacy Benefit Managers, Wellness Programs, EAP Providers, Benefit Administration Systems, 834 Vendors, and other ancillary programs or services

Work with groups and brokers to develop the strategic direction of the groups’ employee benefit plans. Create and help execute a roadmap to accomplish groups’ goals.

Present and review client reporting package, identify trends, tools, and proposed course of action to help meet client goals. Where applicable, offer additional Pacific Source solutions that resolve a client want/need.

Lead internal and external implementation and renewal meetings with support of Sales and Service Coordinator.

Review internal documentation required to implement a new or renewing group and coordinate completion of documentation with Sales and Service Coordinator on all internal documentation.

Review plan documents before delivery to ensure accuracy. Deliver and review the plan administrator manual, contract documents, amendments, benefit books, billing procedures, and other group information.

Negotiate with brokers and group in order to renew accounts and maintain financials.

Follow up with consultant/brokers on renewal status, renewals rates, develop alternate or…