Account Consultant

About the Role

Key Responsibilities

• Builds external relationships with existing accounts, members, and brokers to develop a comprehensive understanding of client needs and priorities.
• Manages high profile sales, claims, and benefit issues by researching, resolving, and responding to accounts, members, and brokers.
• Meets with clients formally and informally to educate, promote, persuade, and drive opportunities for additional growth and product sales.
• Achieves retention and growth targets on a small book of business through execution of the sales process.
• Develops business plans to address broker and client needs.
• Maintains knowledge of industry at local, state, and federal levels.
• Responds to requests for proposal (RFP) in coordination with sales support or independently.
• Identifies competitive situations within assigned accounts or group markets, analyzes information, and develops proposals and execution plans for management.

Requirements

• Requires a BA/BS degree and a minimum of 4 years of related experience, or an equivalent combination of education and experience.
• Sales license required where necessary or the ability to obtain within 60 days of hire.

Qualifications

• Educational background of a BA/BS degree.
• Minimum 4 years of relevant experience.
• Sales license or ability to obtain one within 60 days of hire.

Benefits & Perks

• Market-competitive total rewards including merit increases, paid holidays, and Paid Time Off.
• Incentive bonus programs (unless covered by a collective bargaining agreement).
• Medical, dental, and vision insurance.
• Short and long-term disability benefits.
• 401(k) with match, stock purchase plan, and life insurance.
• Wellness programs and financial education resources.