Account Executive (Meritain Health)

CVS Health; Oregon; Hybrid; USD 52,000 - 101,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

Paid time off

Retirement savings options

Wellness programs

Job summary

CVS Health is seeking an Account Executive to manage broker relationships and oversee renewal processes for our client base. The role emphasizes compliance, effective communication, and collaboration with internal teams to deliver a seamless experience.

Responsibilities include renewal proposals, implementation coordination, Salesforce management, and potential travel for in-person meetings, with a focus on PHI/HIPAA adherence and client satisfaction.

Qualifications

• 2–5 years Group Health employee benefit experience
• Renewal process experience
• 2–5 years Client Management experience
• Excellent verbal and written communication skills
• Ability to establish and maintain relationships with internal business partners
• Ability to work collaboratively with internal and external partners
• Demonstrate follow-through on outstanding items to resolution
• Demonstrate accuracy in information shared internally and externally
• PHI and HIPAA policy adherence
• Health/Life Major Lines Producer License (or obtain within 90 days)

Responsibilities

• Own broker relationships and ensure an exceptional client experience
• Prepare and issue renewal proposals
• Confirm sold proposals and plan changes
• Ensure clients stay compliant with requirements
• Manage Salesforce records and data
• Coordinate virtual open enrollment meetings
• Attend implementation calls
• Handle stop-loss and ad-hoc reporting
• Identify and execute upsell opportunities
• Travel may be required for in-person meetings

Skills

Group Health experience

Renewal process

Client management

Communication skills

Relationship management

Collaboration

Attention to detail

PHI/HIPAA

Health/Life producer license

Travel flexibility

Education

High School Diploma or GED

Bachelor's Degree

Job description

Position Summary

We're building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you'll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger - helping to simplify health care one person, one family and one community at a time.

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

• 2-5 years Group Health employee benefit experience
• Renewal process experience
• 2-5 years Client Management experience
• Excellent verbal and written communication skills
• Ability to successfully establish and maintain relationships with internal business partners (underwriting, sales, operations, business analytics, etc.)
• Ability to work collaboratively with both internal and external business partners
• Exhibit consistency in follow through on outstanding items to point of resolution
• Demonstrate accuracy in information shared internally and externally
• Ability to participate and/or successfully host client meetings as appropriate
• Demonstrate adherence to PHI and HIPPA policies
• Health/Life Major Lines Producer License (or must obtain post-hire within 90 days)

Preferred Qualifications

• Stop-loss/Self-funded Health Insurance Plan experience
• Understand competitive environment and market opportunities
• Bachelors Degree

Education:

• High School Diploma or GED

Anticipated Weekly Hours 40Time Type Full timePay RangeThe typical pay range for this role is: $51,686.00 - $101,286.00This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors.

Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.

Great benefits for great people

We take pride in offering a comprehensive and competitive mix of pay and benefits that reflects our commitment to our colleagues and their families. This full‑time position is eligible for a comprehensive benefits package designed to support the physical, emotional, and financial well‑being of colleagues and their families. The benefits for this position include medical, dental, and vision coverage, paid time off, retirement savings options, wellness programs, and other resources, based on eligibility.

• medical
• dental
• vision coverage
• paid time off
• retirement savings options
• wellness programs
• and other resources

Additional details about available benefits are provided during the application process and on Benefits Moments .

We anticipate the application window for this opening will close on: 11/13/2026

Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.