National Account Advisor
Core
Designing and managing benefit plans for national accounts with 75,000+ members, analyzing client needs to recommend product improvements and upsell services.
Role type
National Account Advisor (Sales Support)
Builds
Customized benefit plans and product additions for health insurance clients
Domain
Health Insurance / Benefits Administration
Deliverable
product features
Required skills
Account management, sales, benefit design, client relationship management, product analysis, needs assessment, contract negotiation, market analysis, internal coordination, compliance
Preferred skills
National account experience, client-facing experience
Technologies
CRM systems, benefit design tools, sales platforms
Responsibilities
Consult with clients on developing and designing specific benefit plans, manage and coordinate benefit design issues with internal operations, analyze client needs to recommend product improvements, develop relationships with existing accounts and brokers, influence clients to add additional products or services, deliver on client commitments
Seniority
Individual Contributor, Mid-Level