Associate Account Executive (2-99R)

Independence Blue Cross, LLC; Newtown Square (Delaware County); On-site; USD 65,000 - 90,000; Full time

Job summary

Independence Blue Cross, LLC is seeking an Associate Account Executive to collaborate with Account Sales Reps and Management in managing relationships with external customers, consultants, or brokers. You will help develop and execute sales strategies, participate in meetings, and address all sales and account-related issues.

The role involves presenting products, coordinating with communications for materials, and potentially managing a client on an interim or permanent basis.

Qualifications

• Excellent oral and written communication skills required.
• Demonstrated ability to develop and facilitate presentations.
• Negotiation skills required.
• Ability to function in a high-volume, deadline-oriented environment is essential.
• Experience with customer relationship management tools and MS Office Suite.

Responsibilities

• Builds relationships with customers, clients, consultants, or brokers to maximize sales opportunities.
• Develops and executes sales strategy for each group customer or prospect.
• Participates in sales meetings, presentations, and site visits to cultivate account relationships.
• Communicates status, issues, risk, exposure, and recommendations to the Account Sales Rep.
• Provides consultative presentations of products to customers and prospects; coordinates with Communications for materials.
• Mentors less experienced teammates in sales techniques and strategic thinking.
• Uses CRM to maximize sales opportunities and tracks renewals/proposals as needed.

Skills

Excellent communication

Presentation skills

Negotiation skills

High-volume environment

Team collaboration

Education

Bachelor's degree in Business/Marketing or related field

Tools

ROAM CRM

MS Office Suite

Job description

The Associate Account Executive works with the Account Sales Rep and Management to manage external customer, client, consultant, or broker relationships. Assists in the development and execution of sales strategy for each group customer or prospect. Participates in sales meetings, presentations, and site visits to cultivate account relationships. Ensures all sales and account related issues are addressed.

• Builds effective relationships with customers, clients, consultants, or brokers in which maximize sales opportunities
• Participates in sales meetings, presentations, and site visits to cultivate account relationships with Group Leaders, Consultants, Brokers, and Members. Attends external events with clients as needed.
• Works with Account Sales Rep to ensure that all sales and account related issues are addressed. Communicates status, issues, risk, exposure, and recommendations to same on a timely basis.
• Builds effective relationships with customers/clients/consultants/brokers in which maximize sales opportunities
• Depending on segment may manage a client on an interim or permanent basis.
• Responsible for strategic and consultative presentations of products to customers/clients and prospects. Provides input and partners with Communications department regarding presentations and sales materials as needed.
• Provides professional presentations and/or open enrollments (where applicable) to a variety of audiences.
• Works collaboratively with Functional Management, Account Sales Rep, segment team to understand and meet all strategic initiatives and goals within the segment
• Develops high level of expertise with the Sales competencies to ensure they are modeling the ideal behaviors and skills.
• Works with Account Sales Rep and segment partners to understand and effectively communicate rating alternatives and funding arrangements applicable within the segment. May deliver renewals/quotes/no quote decisions (where applicable).
• Actively demonstrates comprehensive understanding of products offerings, the competitive environment, and the industry.
• Analyzes and interprets trend data to provide recommendations to maximize sales opportunities.
• Participates in ongoing account management, (depending on segment size) including renewals, proposals, etc.
• May mentor less experienced Associate Account Executives in sales techniques and strategic thinking, to increase the ASRs'/ AAEs' competitive & industry knowledge
• Identifies trends, actively seeks to work for resolution of customer issues within segment.
• Accountable for utilization of CRM tool to maximize sales opportunities.
• Must maintain active sales license
• Performs other duties and special projects as required

QUALIFICATIONS

• Bachelor's degree in Business, Marketing or a related field or equivalent work experience.
• A minimum of 3 years' sales experience to include experience in health insurance/related industry where building relationships and renewing customers is essential.
• Excellent oral and written communication skills required.
• Demonstrated ability to develop and facilitate presentations.
• Negotiation skills required.
• Demonstrated ability to function in a highvolume, highly visible, deadlineoriented environment is essential.
• Knowledge of medical & ancillary products, services, and administration required, as well as a broad understanding of health insurance funding and rating methodologies.
• Demonstrated experience with the MS Office Suite (Word, Excel, PowerPoint) as well as CRM packages, such as ROAM required.
• Candidates must possess active PA State Accident & Health license or obtain license with 60 days of hire into the role.
• Candidates must have a valid driver's license and a reliable car and must have a cell phone.

IBX is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to their age, race, color, religion, sex, national origin, sexual orientation, protected veteran status, or disability.

Must have an Android or iOS device which is compatible with the free Microsoft Authenticator app.