Strategic Account Executive

Job Summary

Managing client interactions and account maintenance, the full-time Strategic Account Executive will build and foster relationships with clients and brokers while collaborating with internal teams to resolve concerns and enhance service delivery in a remote environment.

Key responsibilities

• Manage a portfolio of clients, ensuring quality service delivery and proactive assessment of customer needs
• Coordinate and attend meetings with clients and brokers, facilitating communication and addressing issues as they arise
• Analyze plan performance and provide recommendations for benefit design edits and savings opportunities

Required qualifications

• Experience in account management or a related field
• Strong understanding of client relationship management
• Ability to analyze data and provide actionable insights
• Familiarity with benefit design and implementation processes
• Proficiency in CRM and documentation systems