Account Executive, Small-Mid Size Business

CVS Health•Hartford, CT

About The Position

The Account Executive manages a locally aligned book of small- and mid-size employer business, including Aetna Funding Advantage and 51+ fully insured groups. The role develops strong internal and external relationships to support customer satisfaction, member retention, renewals, and cross-sales. The Account Executive identifies customer concerns and retention barriers, presents mitigation strategies and solutions, and collaborates with account teams and functional partners to resolve complex product or service issues. The role also monitors customer product lines and services, supports brokers through outreach and education, and presents customer reporting with analytics, trends, and recommendations for additional programs and services. Communication with internal and external parties is required by phone and/or in person; travel to offsite meetings and training may be required. An active resident health insurance producer license is required.

Requirements

3–5 years of relevant industry experience.
Multifunctional experience, such as account management, sales, commercial, or small- and midsize-business experience.
Experience making formal presentations.
Active health insurance resident-state producer license.
Bachelor’s degree or equivalent work experience.

Responsibilities

Build and maintain relationships with a locally aligned book of business to support case renewal and customer retention.
Deliver renewals, cross-sales, and up-sales, and grow sales.
Identify customer concerns and retention barriers, and review mitigation strategies with leadership.
Present solutions and partner with internal stakeholders to improve the customer experience.
Collaborate with account team members and functional support areas to address complex product or service issues.
Offer product and service solutions for evolving client needs, including benefit buy-down strategies and Aetna plan features that add member value.
Monitor client product lines and services to support customer satisfaction.
Provide broker support, outreach, and education on Aetna differentiators, and develop relationships with producers associated with assigned customers.
Consultatively present customer reporting, analytics, trends, and recommendations for additional programs and services.
Communicate with internal and external parties by phone and/or in person; travel to offsite meetings and training may be required.