Client Experience Executive

Apta Health; United States; On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

401(k)

Employee assistance program

Flexible spending account

Health insurance

Health savings account

Life insurance

Paid time off

Vision insurance

Job summary

Novo Professional Services seeks a Client Experience Executive to maintain and expand relationships with assigned clients and represent the full range of products and services. You will lead account planning, meet client needs, and drive satisfaction while coordinating with account teams.

The role requires strong interpersonal skills, prior account management experience, and knowledge of self-funded plans; travel up to 25% is expected in a professional office environment.

Qualifications

• Self-funded health insurance plans knowledge required.
• Account management experience required.
• Excellent interpersonal skills required.
• Bachelor’s degree or equivalent industry experience preferred.
• Strong organizational and time management skills.
• Knowledge of ERISA regulations and PPACA helpful.

Responsibilities

• Establish productive relationships with key personnel in assigned customer accounts.
• Coordinate involvement of company personnel to meet account objectives and expectations.
• Meet targets for profitable sales volume and strategic objectives.
• Lead strategic account planning with financial targets and milestones.
• Proactively assess and validate customer needs on an ongoing basis.
• Travel up to 25% for client meetings.

Skills

Self-Funded Plans knowledge

Account Management

Interpersonal skills

Sales exposure

Education

Bachelor’s degree or equivalent industry experience

Tools

Microsoft Office Suite

Job description

The Client Experience Executive maintains and expands relationships with assigned clients while representing the entire range of company products and services. The Client Experience Executive will lead the customer account planning cycle and ensure assigned clients’ needs and expectations are met by the company. The Client Experience Executive is ultimately accountable for all aspects of the account, from strategic planning to relationship building, and thus should be able to see the big picture and be proactive in assessing needs and providing plan recommendations.

ESSENTIAL FUNCTIONS

• Establishes productive, professional relationships with key personnel in assigned customer accounts.
• Coordinates the involvement of company personnel, including Client Experience Coordinator, and management resources, in order to meet account performance objectives and customers’ expectations.
• Meets assigned targets for profitable sales volume and strategic objectives in assigned accounts.
• Proactively leads strategic account planning that develops financial targets and critical milestones for a one and three-year period.
• Proactively assesses, clarifies, and validates customer needs on an ongoing basis.
• Achieves strategic customer objectives defined by company management.
• Completes strategic customer account plans that meet company standards.
• Maintains high customer satisfaction ratings that meet company objectives and philosophy.
• Accompany a member of the Sales Team to new business and renewal presentations.
• Conduct quarterly account meetings with assigned accounts.
• Coordinate and manage employee enrollment/benefit meetings.
• Perform general customer service including assistance with claim questions from employers/employees.
• Interact professionally and promptly with Client Experience Coordinators, Salespeople, Underwriting,
• carriers, TPA’s, brokers, agents, and employers/employees
• Regularly travel for client meetings, up to 25%.
• Other duties and responsibilities as assigned.

REQUIRED QUALIFICATIONS

• Self-Funded Plans - Prior experience with and strong knowledge of self-funded health insurance plans, including reinsurance and stop-loss contracts, required.
• Account Management - Prior experience, required.
• Excellent interpersonal skills, required.
• Prior sales and marketing exposure, preferred.
• Bachelor’s degree or equivalent industry experience, preferred.
• Highly organized with a strong ability to establish, meet and exceed time-dated objectives.
• Customer service driven with an ability to bridge gaps in communication and build relationships.
• Self-starter who can successfully manage own time. Strong ability to work independently and be self-motivated.
• Excellent problem-solving skills and a proven ability to meet/exceed client expectations.
• Knowledge of ERISA regulations, PPACA requirements and the impact on self-funded plans.
• Strong computer literacy skills, with experience using the Microsoft Office suite.

WORK ENVIRONMENT

This job operates in a professional office setting performing predominantly sedentary work. This role routinely uses standard office equipment such as computers, including computer keyboards and mice; telephones; photocopiers; scanners; filing cabinets.

While performing the duties of this job, the employee is regularly required to talk, see and hear. The employee is frequently required to sit; will occasionally stand and/or walk; use hands and fingers to grasp, pick, pinch, type; and reach with hands and arms. Employee is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; extensive reading; operation of standard office machines and equipment.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

EQUAL EMPLOYMENT/ANTI-DISCRIMINATION

Novo Professional Services is an equal opportunity employer and does not discriminate on the basis of Race, Color, Religion, Creed, National Origin, Ancestry, Sex, Pregnancy, Age, Sexual Orientation

(including transgender status), Physical or Mental Disability, Marriage to a Co-Worker, or for anyone engaging in Protected Activity (opposing a discriminatory practice or participating in an employment discrimination proceeding). Additionally, this employer does not tolerate any employees engaging in discriminatory behavior based on any of the aforementioned protected classes.

PRE-EMPLOYMENT REQUIREMENTS

All offers of employment by this employer are conditional upon the incumbent’s successful completion of pre-employment screenings, including a criminal background check, drug screen, professional reference checks, and verification of the incumbent’s eligibility to work in the United States.

Job Type: Full-time

• 401(k)
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental pay types:

• Commission pay

Experience:

• Account Management: 5 years (Required)
• Self Funded Health Insurance Plan: 5 years (Required)