Job Description

Requisition #

18-1722

Hours Per Week

40

Location

NY Region-NYHOM

City

Open

State

New York

Job Description / Requirements

Basic Function:

Account Executive implements, maintains, and expands relationships with assigned strategic clients. Focused on customer satisfaction improvements, increased profitability, retention and account growth.

Responsibilities:

  • Facilitated strategy sessions with client executives
  • Provide or coordinate product training as required to clients to ensure effective utilization of services
  • Build trusted relationships with client executives through relationship building activities
  • Proactively identify growth opportunities and increased profitability on assigned strategic accounts
  • Create and execute specific business plan for growth on assigned clients
  • Identify and cross sell product offering based on current offering
  • Pro-actively maintains ongoing communication. Effectively sources and identifies client needs, gains feedback on our service levels. Follows through with meeting identified needs and/or escalates to management level.
  • Handles confidential and non-routine information. Maintains confidentiality of all corporate, client, and research matters.
  • Presents HSA information in a group setting
  • Identifies process improvement opportunities, initiates corrective action, and communicates gap for strategic accounts to management
  • Monitors to ensure proper coding and commissions are paid on assigned relationships

 

Education:

  • High School/GED Required
  • BS preferred

Experience:

  • 5-8 years of related experience - Employee Benefits, CDHP

Job Skills/Knowledge:

  • Demonstrates flexibility and adaptability. Handles day-to-day challenges confidently and willing to adjust to multiple demands, shifting priorities, ambiguity, and rapid change.
  • Keen ability to interact with clients at all levels of their organization.
  • Excellent interpersonal skills needed.
  • Energetic, results-oriented professional.
  • Must be "take charge" type that can effectively problem solve.
  • Possesses the ability to maintain the strictest confidentiality of company and customer information.
  • Attention to Detail
  • Consistent and accurate

Physical Demands & Working Conditions:

Travel is required and requires a valid driver's license with a safe driving record. Longer distance travel via airline will also be required.

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Application Instructions

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