Associate Account Executive (Education)

Independence Blue Cross, LLC; Harmonville (PA); Hybrid; USD 60,000 - 80,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Independence Blue Cross, LLC in Harmonville, PA, seeks an Associate Account Executive to support the Account Sales team, manage relationships with customers, brokers, and consultants, and help execute sales strategies. The role includes participating in meetings, site visits, and renewals to maximize account opportunities.

You will develop strategic, consultative presentations, maintain CRM data, and monitor trends to improve sales outcomes.

Qualifications

• Bachelor's degree in Business, Risk Management, Marketing, or related field.
• Minimum two years' sales experience in a fast-paced environment.
• Excellent oral and written communication.
• Ability to develop and facilitate presentations.
• Experience with MS Office Suite (Word, Excel, PowerPoint).
• Knowledge of medical and ancillary products preferred.

Responsibilities

• 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 to maximize sales opportunities.
• May mentor less experienced Associate Account Executives in sales techniques and strategic thinking.
• Accountable for utilization of CRM tool to maximize sales opportunities.

Skills

Relationship building

Presentation skills

Communication skills

Data analysis

Independent work

Education

Bachelor's degree in Business, Risk Management, Marketing, or related field

Tools

MS Office Suite

ROAM CRM

Job description

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.


• May create benefit exceptions and submit rate quotes and RFPs.


• 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, settlements, proposals, benefit exceptions and customer reporting.


• 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.


• Depending on segment may be responsible for project management of implementation of sold accounts. May be responsible for creation of transition sheets with pertinent information of tasks required to move sold accounts from new business to retention team.


• Must maintain active sales license


• Performs other duties and special projects as required.

Qualifications

• Bachelor's degree in Business, Risk Management, Marketing, or related field, or equivalent experience is required.


• A minimum of two years' work experience, preferably in sales or fast paced environment where building relationships/repeat customers is essential.


• Excellent oral and written communication skills required.


• Must have the ability to develop and facilitate presentations.


• Demonstrated ability to function in a highvolume, highly visible, deadlineoriented environment is essential. Flexibility in a variety of settings and ability to work under pressure.


• Demonstrated experience with the MS Office Suite (Word, Excel, PowerPoint).


• Strong strategic and analytical skills. Ability to analyze data and provide solutions.


• Excellent customer and broker/consultant relationship skills.


• Able to work collaboratively with functional areas within segment.


• Selfmotivated and goal oriented.


• Able to work independently with drive to excel.


• Knowledge of medical & ancillary products, services, and administration preferred.


• Health insurance experience preferred.


• Experience with Customer Relationship Management packages, such as ROAM strongly preferred.


• Candidates must possess active PA State Accident & Health license (or obtained within the first 60 days of hire into position).


• Candidates must have a valid driver's license and a reliable car for visits to client or consultant meeting locations and must have cell phone. Out of area travel may be required.

Independence has implemented a "Hybrid" model which consists of Associates working in the office 3 days a week (Tuesday, Wednesday & Thursday ) and remotely 2 days a week (Monday & Friday). This role is designated as a role that fits into the "Hybrid" model. While associates may work remotely on our designated remote days, the work must be performed in the TriState Area of Delaware, New Jersey or Pennsylvania

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.