Strategic Account Executive

Strategic Account Executive

The Strategic Account Executive position serves as the strategic leader or member of the client management team for the most complex benefit accounts and is responsible for client satisfaction, strategic planning, and quality assurance. Strategic Account Executives are also responsible for supporting our sales Agent(s) in producing new business and renewing existing business. Strategic Account Executives serve as an advocate to our clients and their employees through positive relationships with the various carriers and continuous education.

Essential Tasks :

• Manages a complex book of business and accounts comprised of clients with mostly of self-funded methods, advanced contract features, and structures that require a higher level of expertise
• Provides strong insurance technical expertise to clients and members of the internal account management and sales teams
• Works at a strategic level to develop and retain consultative, partnership relationships with customers / prospects
• Creates and executes proactive and ongoing contact initiatives
• Develops, executes, and monitors comprehensive customer service plans that reflect the customer's business and risk management goals
• Delegates administrative client tasks to account team members
• Serves as the main point of contact for "C Suite" clients, which includes all escalated issues
• Serves as primary internal contact to coordinate all deliverables for clients
• Works with Internal Partners, Clients, and Carriers to ensure accurate and timely responses to all outstanding issues
• Oversees data preparation for all Requests for Proposals (RFPs) and manage the marketing / negotiation process for clients
• Assists in the preparation of renewal and new business proposals
• Prepares standard and custom materials needed for client meetings, including but not limited to agendas, reports, calendars, and other handouts
• Educates and advises as a technical expert for clients on all employee benefit topics ranging from specific insurance products to compliance topics and data analysis
• Ensures client accounts are compliant, including educating and advising clients as well as executing compliance requirements and deadlines
• Identifies and educates clients on product opportunities for new business and promotes cross-selling
• Attends and presents at local enrollments / client meetings as necessary (occasional travel may be required)
• Maintains various actuarial and data analytical reports for clients
• Consults regularly with clients to review claims experience and trends to discuss strategies
• Documents items in the agency management system
• Maintains current, sound documentation of all pertinent business-related activities and communications regarding clients' accounts and ensures protection and security of sensitive client data
• Acts as a mentor for employees that are new to the employee benefits industry and assists with training / continuing education of less senior employees
• Other miscellaneous projects that support the overall department and team
• Attends and completes any training sessions or assignments as required
• Performs other related tasks as needed

Core Competencies :

Experience and Education :

Systems :

Physical Requirements :

Notice to Recruiters and Staffing Agencies : To protect the interests of all parties, Higginbotham Insurance Agency, Inc., and our partners, will not accept unsolicited potential placements from any source other than directly from the candidate or a vendor partner under MSA with Higginbotham. Please do not contact or send unsolicited potential placements to our team members.

Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.