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An established industry player is seeking an Account Executive to enhance broker relationships and ensure exceptional client experiences. This role involves managing client communications, preparing renewal proposals, and utilizing Salesforce to streamline processes. The ideal candidate will have a strong background in health insurance, excellent communication skills, and the ability to collaborate effectively with internal teams. Join a forward-thinking organization that values its employees and offers competitive benefits while making a significant impact in the health solutions sector.
At CVS Health, we're building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care.
As the nation's leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues - caring for people where, when and how they choose in a way that is uniquely more connected, more convenient and more compassionate. And we do it all with heart, each and every day.
Position Summary
Eligible to apply anywhere in the US. Position is eligible to be fully remote.
The Account Executive owns the relationship with the broker. The goal of this role is to build and maintain broker relationships for an exceptional experience for our clients. This is achieved through communicating and demonstrating Meritain's total cost of care, through simplicity, transparency and versatility.
Responsibilities of the Account Executive role include:
- Relationship management/Consultative services
- Prepare and issue renewal proposal
- Confirm sold proposal and plan changes
- Ensure client is up to date with compliance requirements
- Salesforce management
- Virtual open enrollment meetings
- Attend implementation calls
- Stop Loss & Ad-hoc reporting
- Point solution upsell
- May require travel to offsite locations for in-person meetings.
Required Qualifications