Account Executive

Jobtailor; Jacksonville (FL); On-site; USD 65,000 - 110,000; Full time

Job summary

Jobtailor in Florida is seeking a seasoned sales and partnerships professional to evaluate Small Group RFPs, tailor the health product offerings, and counter competitor proposals. You will work with agents and clients to drive growth across markets.

The role requires licensing, strong communication, travel, and the ability to manage multiple priorities while training staff and aligning cross-functional teams to achieve sales targets.

Qualifications

• 3+ years in sales, marketing, or operations in healthcare.
• Bachelor’s degree or equivalent work experience.
• Active Florida health license 2-15 Health, Life and Variable Annuities Upon Hire.
• Strong verbal and written communication.
• Ability to manage multiple priorities.
• Willing to travel frequently.
• Willing to work evenings/weekends.

Responsibilities

• Evaluate and analyze Small Group RFPs to tailor product offerings for customers and agency partners.
• Review competitor offerings and craft counterproposal ideas.
• Collaborate with partners to implement innovative sales strategies.
• Conduct local and regional market research to inform decisions.
• Establish regular communication with agents and clients for timely follow-ups.
• Train agents on Florida Blue Small Group Commercial Markets processes, tools, and pricing.
• Monitor sales metrics and identify improvement opportunities.
• Provide performance updates and collaborate on action plans with agency teams.
• Support cross-functional teams to drive growth and marketing initiatives.
• Promote supplementary products via agents.
• Address and resolve escalated customer issues with internal partners.
• Schedule meetings to strengthen key agent relationships.
• Offer virtual or in-office training to enhance skills.

Skills

Sales experience

Healthcare industry knowledge

Communication skills

Time management

Team collaboration

Travel willingness

Education

Bachelor’s degree

Related experience considered

Job description

Responsibilities

• Evaluate and analyze new Small Group RFPs to identify the optimal product offering for potential customers and agency partners for fully and balance-funded health products
• Conduct a thorough review and analysis of competitor offerings and then provide well-crafted counterproposal ideas
• Collaborate closely with internal and external partners to explore and implement innovative sales strategies that drive business growth
• Conduct thorough market research at the local and regional levels to provide valuable insights for organizations and agencies, aiding them in making informed decisions
• Establish a consistent communication cadence with agents and direct clients to ensure timely follow-up on purchasing decisions and maintain strong customer relationships for long-term business retention
• Thoroughly train agents on all aspects of Florida Blue Small Group Commercial Markets, including processes, tools, products, pricing, policies, and procedures
• Monitor and assess sales metrics of agencies and agents to identify areas for improvement.
• Provide frequent performance updates, track progress toward sales targets, and collaborate on action plans with agency owners' new sales and renewal teams
• Collaborate across segments and departments to implement innovative marketing strategies, including Go to Market, L&D initiatives, and learning programs that drive growth and foster continuous improvement for achieving sales goals
• Increase revenue by offering a range of supplementary insurance products (such as dental, vision, life, and indemnity) to both new and existing customers.
• Utilize agents to effectively promote these products and maximize cross-selling opportunities
• Leverage emotional intelligence, cultivate interpersonal relationships, and employ persuasive techniques to drive desired outcomes
• Efficiently address and resolve customer issues encountered by Agents/Groups through specific channel segments. Make diligent efforts to ensure timely support, leading to greater customer satisfaction and loyalty
• Collaborate closely and proactively with the dedicated sales support staff to effectively identify and resolve any service issues that may arise. By fostering a strong partnership and open communication channels, we can ensure seamless customer experiences and maintain high levels of customer satisfaction
• Thoroughly complete, meticulously process, and diligently maintain all relevant paperwork and records with utmost attention to detail and accuracy, ensuring that every piece of information is carefully documented and organized for easy retrieval and reference when needed
• Provide exceptional service by efficiently handling and resolving escalations in collaboration with internal partners, ensuring a seamless customer experience
• Identify strategic opportunities to strengthen key relationships by scheduling meetings with agents.
• Offer virtual or in-office training to further enhance their skills and knowledge

Requirements

• 3+ years related work experience in sales, marketing, and/or operations within the healthcare industry, specifically in medical and/or ancillary fields.
• Related Bachelor’s degree or additional related equivalent work experience
• Active Florida state health insurance license 2-15 Health, Life and Variable Annuities Upon Hire
• Excellent verbal and written communication skills, including well-developed interpersonal skills.
• Demonstrated time management skills and the ability to manage multiple priorities.
• Experience working independently and as part of a team
• Experience using computers and navigating among multiple systems and screens.
• Experience with listening and relating key information to comparable selling situations to apply appropriate responses and actions.
• The ability to work flexible schedules including evenings and weekends.
• Must be able to travel frequently to multiple locations for work (i.e. travel to attend meetings, events, conferences).