Remote Account Executive, Multiple Cities

The Difference Card; New York (NY); Remote; USD 60,000 - 100,000; Full time

Job summary

An innovative firm is seeking a Remote Account Executive to join their dynamic team. This role focuses on building strong relationships with brokers and clients, ensuring client retention, and providing valuable consultation on health plans. You will be responsible for conducting educational meetings, analyzing client needs, and collaborating with internal departments to deliver exceptional service. With a commitment to accountability and respect, this position offers a unique opportunity to make a significant impact in the health benefits industry while enjoying the flexibility of remote work. If you thrive in a fast-paced environment and are passionate about client success, this role is perfect for you.

Qualifications

• Bachelor’s degree or equivalent industry experience is required.
• State health insurance license within six months of employment.

Responsibilities

• Work with brokers to retain and grow existing client business.
• Conduct meetings to educate clients and brokers about products.
• Cross-sell additional lines of business to existing clients.

Skills

Client retention

Public speaking

Health insurance knowledge

Microsoft Office proficiency

CRM systems (Salesforce)

Problem analysis

Spanish fluency

Education

Bachelor’s degree

Equivalent industry experience

Tools

Salesforce

Microsoft Office

Zoom

Job description

Remote Account Executive, Multiple Cities

Join to apply for the Remote Account Executive, Multiple Cities role at The Difference Card.

Company Mission
The Difference Card helps organizations build the most cost-effective health plan. Since 2001, The Difference Card has provided its clients with an average net savings of over 18%. The product utilizes proprietary medical reimbursement systems, risk transfer solutions, and wellness strategies. In doing so, The Difference Card has delivered millions of dollars in savings to its clients while providing the highest level of employee benefits. For more information, visit www.differencecard.com.

Job Description

Our values
Passion, Accountability, Innovation, and Respect.

Role And Responsibilities

• Work with broker distribution networks to retain and grow an existing client book of business.
• Maintain strong relationships with existing strategic broker partners.
• Retain customers in the small and mid-market business range through channel distribution broker partners.
• Understand customer needs and provide value-added consultation. Conduct midyear, pre-renewal broker, and renewal client meetings to ensure business renewal.
• Support brokers with education and implementation of The Difference Card products, including conducting broker education meetings.
• Conduct employee open enrollment meetings to educate members, aiming to reduce inquiries, increase enrollments, and improve retention.
• Travel as required for client meetings.
• Develop and maintain relationships with internal departments such as Operations, Technology, Finance, and Underwriting.
• Cross-sell additional lines of business to existing clients.
• Convert large accounts to the self-funded Difference Health Plan when appropriate.
• Respond promptly to client inquiries via email and phone.
• Other duties as assigned.

Position Metrics

• Number of meetings and client interactions.
• Accuracy of renewal exhibits and benefits summaries.
• Client retention rates and cross-selling success.

Education And Licensure Requirements

• Bachelor’s degree or equivalent industry experience.
• State health insurance license within six months of employment.

Skills And Experience

• Experience in retaining and growing client books in insurance.
• Excellent public speaking skills.
• Experience with health insurance carriers and brokers.
• Proficiency in Microsoft Office, Zoom, and CRM systems like Salesforce.
• Spanish fluency preferred.
• Ability to analyze problems and present strategic solutions.

Compensation

• Base salary plus variable commission.

Job Type: Full-Time (exempt)

Travel Required: Yes, 20-40%