Account Executive (Meritain Health)

4062 Aetna Resources, LLC; Texas; Hybrid; USD 52,000 - 101,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

Paid time off

Retirement savings options

Wellness programs

Job summary

CVS Health is seeking an Account Executive to manage broker relationships and drive renewal proposals for client plans. The role emphasizes compliance, data accuracy, and collaborative work with internal teams.

You will contribute to open enrollment meetings and may travel for in-person client engagements. Required experience includes 2–5 years in group health benefits, renewal processes, and client management, with strong communication skills and familiarity with PHI/HIPAA policies.

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 partners.
• Ability to work collaboratively with internal and external partners.
• Demonstrate accuracy in information shared internally and externally.
• Ability to host client meetings as appropriate.
• Adhere to PHI and HIPAA policies.
• Health/Life Major Lines Producer License or plan to obtain post-hire within 90 days.

Responsibilities

• Manage broker relationships and provide consultative services.
• Prepare and issue renewal proposals.
• Confirm sold proposals and plan changes.
• Ensure clients stay compliant with requirements.
• Salesforce management and data accuracy.
• Coordinate virtual open enrollment meetings.
• Attend implementation calls.
• Provide stop loss & ad-hoc reporting.
• Identify opportunities for upsell of solutions.
• Travel to offsite locations for in-person meetings when needed.

Skills

Relationship management

Communication skills

Client management

Collaborative work

Attention to detail

Education

Bachelor's Degree

High School Diploma or GED

Tools

Salesforce

Job description

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.

Position Summary 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 40

Time Type Full time

Pay Range The typical pay range for this role is: $51,686.00 - $101,286.00. This 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.

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. 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.

The Work Experience is the combination of everything that's unique about us: our culture, our core values, our company meetings, our commitment to sustainability, our recognition programs, but most importantly, it's our people. Our employees are self-disciplined, hard working, curious, trustworthy, humble, and truthful. They make choices according to what is best for the team, they live for opportunities to collaborate and make a difference, and they make us the #1 Top Workplace in the area.