Account Executive I

WEB-TPA, Inc.; Irving (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

WebTPA, a GuideWell Company, is seeking an Account Executive I to manage the front-line relationships with mid-sized employers, brokers, HR leaders, and C-level partners, coordinating internal staff to deliver the total healthcare benefit solution. The role requires 5+ years in health insurance/benefits administration, a Bachelor’s degree, and a LAH license.

You will analyze plan performance, work with cross-functional teams, and pursue upsell opportunities while ensuring compliance and client

Qualifications

• 5+ years related work experience in the health insurance and benefits administration industry.
• Bachelor's degree in Business, Communications or Healthcare Administration.
• General Lines license – life, accident, health, and HMO (LAH).
• Detailed knowledge of Healthcare Reform.
• Proficient in MS Office (Word, Excel, Access and PowerPoint).

Responsibilities

• Manage a block of mid-sized clients and maintain strong relationships with HR leaders, brokers, and C-level partners.
• Lead cross-functional teams to design, renew, and implement client plans on time.
• Analyze plan performance and identify upsell/cross-sell opportunities while improving service experience.
• Coordinate with brokers, consultants, vendors, and partners to retain business and revenues.
• Prepare data, research, and presentations to guide discussions and decisions.

Skills

Communication

Negotiation

Self-management

Project management

Education

Bachelor's degree

Tools

MS Office

Job description

Get To Know Us!

WebTPA, a GuideWell 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 the 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 the 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; develop and communicate progress against the client’s plan management strategy; gather required data, research, and supporting analysis, and handouts/documents to guide the discussion.
  • Review and assess the client’s 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 delivering 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.
• Strong verbal and written communication skills. Writing samples may be requested as proof.
• Comfortable working and communicating across operational areas within the organization.
• Ability to present to clients and executives in a confident manner.
• Managing the message to the intended audience consistent with business objectives.
• Negotiating.
• Extremely driven with the ability to self‑manage.
• Ability to analyze and identify problems/issues and propose high‑performing solutions.
• Ability to segment and prioritize workload based on time sensitivities and critical success factors.
• Well‑developed project management skills.

General Physical Demands

Sedentary work: Exerting up to 10 pounds of force occasionally to move objects. Jobs are sedentary if traversing activities are required occasionally.

Physical/Environmental Activities

Must be able to travel to multiple locations for work (i.e., travel to attend meetings, events, conferences). Occasionally.

We are an Equal Employment Opportunity employer committed to cultivating a work experience where everyone feels like they belong and can perform at their best in pursuit of our mission. All qualified applicants will receive consideration for employment.