Account Executive - R (Education)

The Account Executive-Retentionis responsible for on-going account management, including renewals, settlements, proposals, benefit exceptions and customer reporting and serves as the primary point of contact for external customer relationships in the Education segment.

Develops and executes proactive, creative, and ongoing account initiatives which enhance/maximize sales opportunities.

Accountable for development and execution of sales strategy for each group customer or prospect keeping in line with segment strategy.

Works independently to develop and execute client strategy.

Provides recommendations to Functional Management and/or Senior Management.

Builds effective relationships with customers/clients/brokers/consultants.

Responsible for strategic and consultative presentations of products to customers and prospects

Understands and meets all strategic initiatives and goals within segment, working collaboratively with segment team.

Understands and effectively communicates rating alternatives and funding arrangements applicable within the segment

Partners with Underwriting for development of rate proposals and renewals and for development of renewal /cross sell/pricing strategies.

Identifies health care and cost trends and actively seeks to develop solutions for are and or cost associated with the benefits plan.

Keeps management informed of relevant opportunities.

Mentors other associates in sales techniques, account management, and strategic thinking, to increase their competitive & industry knowledge

Accountable for utilization of CRM tool to maximize sales opportunities.

Must maintain active sales license for position.

Qualifications

Bachelor’s degree in Business, Risk Management, Marketing or a related field or equivalent work experience.

A minimum of 3 years’ sales experience to include experience in health insurance/related industry where building relationships and renewing customers is essential.

Excellent oral and written communication skills required.

Demonstrated ability to develop and facilitate presentations.

Negotiation skills required.

Demonstrated ability to function in a high-volume, highly visible, deadline-oriented environment is essential.

Knowledge of medical & ancillary products, services, and administration required, as well as a broad understanding of health insurance funding and rating methodologies.

Demonstrated experience with the MS Office Suite (Word, Excel, PowerPoint) as well as CRM packages, such as ROAM required.

Candidates must possess active PA State Accident & Health license or obtained within 60 days of hire into position

Candidates must have a valid driver’s license and a reliable car and must have a cell phone.

Depending on segment, extensive local and national travel is 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.