California Licensed Account Executive

Job Summary

A company is looking for an Account Executive - Disability & Leave.

Key Responsibilities

• Manage new client setups and coordinate service delivery with clients and internal teams
• Work with the Sales Team on proposal preparation and client presentations
• Monitor client trends and provide performance reporting while identifying cross-selling opportunities

Required Qualifications

• Bachelor's degree or equivalent education and experience
• Six or more years of experience in claims management, loss control, or underwriting
• Ability to drive service agreements to signature
• Understanding of industry pricing methodologies and invoicing oversight
• Strong knowledge of claims processing and service delivery concepts