Independence Blue Cross · 3 days ago
Associate Account Executive
Philadelphia, PA
Full-time
Hybrid
Entry Level
2+ years expIndependence Blue Cross is seeking an Associate Account Executive to manage external customer relationships and assist in sales strategy execution. The role involves building relationships, participating in sales activities, and ensuring all account-related issues are addressed.
Health CareHealth InsuranceInsuranceMedical
Hiring Manager
Joe Geist
Responsibilities
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 and Account Support Representative 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
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
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
Qualification
Required
Bachelor's degree in Business, Risk Management, 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, goal oriented and able to work independently with drive to excel
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
Must have an Android or iOS device which is compatible with the free Microsoft Authenticator app
Preferred
Knowledge of medical & ancillary products, services, and administration preferred
Health insurance experience preferred
Experience with Customer Relationship Management packages, such as ROAM strongly preferred
Company
Independence Blue Cross
The leading health insurer in southeastern Pennsylvania. It is a sub-organization of Independence Blue Cross.
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Alexandra Jorgensen
Senior Vice President Human Resources
Joe Geist
SVP & Market President, National
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