Account Executive (Meritain Health)
Core
Own the relationship with the broker to build and maintain client relationships for an exceptional experience by communicating total cost of care through simplicity, transparency, and versatility.
Role type
Account Executive (Group Health Employee Benefits)
Builds
Renewal proposals, plan changes, and client compliance updates
Domain
Health Insurance / Employee Benefits
Deliverable
client delivery
Required skills
Group Health employee benefit experience, Renewal process experience, Client Management, Salesforce management, Consultative services, Relationship management, Compliance management, Point solution upsell, Stop Loss reporting
Preferred skills
Stop-loss/Self-funded Health Insurance Plan experience, Competitive market analysis
Technologies
Salesforce
Responsibilities
Manage broker relationships, Prepare and issue renewal proposals, Confirm sold proposals and plan changes, Ensure client compliance with requirements, Manage Salesforce data, Host virtual open enrollment meetings, Attend implementation calls, Generate Stop Loss and ad-hoc reports, Upsell point solutions, Travel to offsite locations for in-person meetings
Seniority
Mid-level, hands-on IC