Associate Account Executive (Education)

Independence Blue Cross; Harmonville (PA); On-site; USD 55,000 - 75,000; Full time

Job summary

Independence Blue Cross is seeking an Associate Account Executive to partner with Account Sales Reps and Management, managing relationships with customers, brokers, and consultants. You will help develop and execute sales strategies, participate in meetings and site visits, and ensure timely resolution of issues.

The role emphasizes relationship building, presentation delivery, and collaboration across segments. A PA license in health/ accident coverage and a valid driver’s license are required.

Qualifications

• Bachelor’s degree in Business, Risk Management, Marketing, or related field, or equivalent experience.
• At least two years’ work experience, preferably in sales or fast-paced environment with relationship building.
• Excellent oral and written communication skills; ability to develop and deliver presentations.
• Must have an active PA State Accident & Health license or obtain within 60 days; valid driver’s license.

Responsibilities

• Builds effective relationships with customers, clients, consultants, or brokers to maximize sales opportunities.
• Participates in sales meetings, presentations, and site visits to cultivate account relationships with Group Leaders, Consultants, Brokers, and Members.
• Works with Account Sales Rep to address sales and account issues; communicates status, issues, risk, and recommendations.
• May create benefit exceptions and submit rate quotes and RFPs.
• Responsible for strategic, consultative presentations of products to customers and prospects; coordinates with Communications for materials.

Skills

Relationship building

Presentation skills

Communication skills

Self-motivation

Sales mindset

Team collaboration

Education

Bachelor’s degree in Business/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.
• 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 on-going 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 high-volume, highly visible, deadline-oriented 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.
• Self-motivated 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.
• 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 high-volume, highly visible, deadline-oriented 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.
• Self-motivated 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.

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.

Inclusion and Belonging

At IBX, everyone can feel valued, supported, and comfortable to be themselves, and all associates have a fair opportunity to achieve their full potential. We put these principles into action every day by acting with integrity and respect. Celebrating and embracing diverse thoughts and perspectives that make up our workforce means our company is more vibrant, innovative, and better able to support the people and communities we serve.

About Our Company

Serving more than 8 million people nationwide, including 2.5 million in southeastern Pennsylvania, Independence Health Group - together with its subsidiaries - is the leading health insurance organization in the Philadelphia region. Our mission to build healthier lives for you, your family, and your employees shapes our actions and decisions every day.

At Independence, we see each of our members as an individual, with unique needs and concerns. We’re dedicated to harnessing the very latest ideas and technologies to deliver access to care that meets those needs and surpasses your expectations. For more information about Independence access our website at www.ibx.com . We’re revolutionizing health care, and our focus is on you!

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.