Account Executive

The Account Executive is responsible for strategy and day-to-day account management for health plan clients. The role focuses on retention, client satisfaction, revenue growth, client surveys, and participation in annual audits. This position provides program management for clients requiring complex service models and coordinates the work of local and national program management resources to deliver a seamless customer experience. This is a client-facing role that requires a polished, professional presence and executive-level communication.

The essential functions include, but are not limited to the following:

• Handle quote requests and the full RFP process for assigned active and retiree book of business.
• Partner with the SVP, Association Health Plans, to calculate loss ratios and develop employer renewal quotes; present options and recommendations to clients.
• Oversee implementation of newly sold cases through sale, customer service, enrollment, and fulfillment for a flawless customer experience.

• Serve as primary point of contact; resolve issues by coordinating with internal teams (claims, billing, eligibility, enrollment, finance).
• Maintain disciplined engagement cadence across accounts, including scheduled calls and in-person visits; complete annual in-person meetings for largest-revenue accounts.
• Understand client goals and ensure delivery against service plans; capture results and year-over-year progress for senior leadership.

• Proactively surface solutions to complex client situations and mobilize cross-functional resources to execute plans of action.
• Identify exposures and trends across industries and recommend customized solutions to reduce cost of risk and improve outcomes.
• Recommend process and procedure improvements to elevate account management effectiveness company wide.

• Provide day-to-day guidance to program management staff supporting your book; set expectations for service quality, timeliness, and results.
• Help team members identify key decision makers within client organizations to drive program adoption and success.

• Track and report service levels, renewal outcomes, survey results, and financial performance for assigned accounts.
• Ensure adherence to applicable regulations and internal standards, including privacy and data handling expectations.
• Serve as the main point of contact between auditors and the state health plans for annual audits.
• Virtually attend all annual board meetings and executive committee meetings and be fully prepared to present the enrollment reports.

• Minimum of 5 years of directly related experience in health benefits, association health plans, TPA, carrier, or comparable account management roles.
• Active insurance license preferred; willingness to obtain if not currently licensed.
• Exceptional written, verbal, and presentation communication skills with the ability to deliver clear, persuasive recommendations.
• Strong analytical and interpretive capabilities; advanced proficiency with Microsoft Office.
• Highly organized, with the ability to work autonomously and manage multiple priorities in a fast-paced environment.
• Proven interpersonal effectiveness, including conflict resolution, collaboration, and the ability to influence stakeholders.
• Demonstrated leadership, coaching, and motivational skills; effective contributor in team-based environments.
• Strong understanding of claims management and client servicing best practices.
• In-depth knowledge of cost-of-risk drivers and their impact on client financials, including jurisdictional, labor, and geographic considerations.
• Solid knowledge of industry products and services.