Account Executive - Remote

Overview

The Account Executive is the “face” to our clients, contributing to the operational success and affecting the ability to meet key objectives and deliverables.

In Short

• Build rapport and business relationships quickly and effectively.
• Educate clients on business trends and company value proposition.
• Establish vendor relationships and develop referral sources.
• Create multi-year strategy for clients and oversee wellness programs.
• Conduct client meetings regarding strategy and follow-up.
• Resolve client and vendor accounting issues independently.
• Support pre-implementation functions for new and renewal clients.
• Manage enrollment processes and provide team support.
• Update CRM with required documents.
• Collaborate with producers for proposals and manage new client enrollments.

Requirements

• Excellent verbal and written communication skills.
• Experience in Microsoft Office.
• State Life and Health License required within the first 60 days.
• 3-5 years of experience in a related field.
• Bachelor's degree preferred but not required.
• Daily attendance required during normal business hours.
• In-person and/or hybrid attendance occasionally required.
• Must have a valid driver’s license.
• Physical demands include standing, walking, and lifting up to 25 pounds.
• Problem-solving and decision-making abilities are necessary.

Benefits

• Equal opportunity employer.
• Drug-free workplace.
• Compliance with ADA regulations.