Account Executive (Meritain Health)

CVS Health

11d • $51,686 - $101,286

About The Position

The Account Executive owns the relationship with the broker and builds and maintains broker relationships to provide clients with an exceptional experience. The role communicates and demonstrates Meritain’s total cost of care through simplicity, transparency, and versatility. Responsibilities include relationship management and consultative services, renewals and plan changes, client compliance, Salesforce management, virtual open enrollment meetings, implementation calls, reporting, and point solution upselling. Travel to offsite locations for in-person meetings may be required.

Requirements

• 2–5 years of group health employee benefits experience.
• Experience with the renewal process.
• 2–5 years of client management experience.
• Excellent verbal and written communication skills.
• Ability to establish and maintain relationships with internal business partners, including underwriting, sales, operations, and business analytics.
• Ability to work collaboratively with internal and external business partners.
• Consistent follow-through on outstanding items through resolution.
• Accuracy in information shared internally and externally.
• Ability to participate in and/or successfully host client meetings, as appropriate.
• Adherence to PHI and HIPAA policies.
• Health/Life Major Lines Producer License, or ability to obtain it within 90 days after hire.
• High school diploma or GED.

Nice To Haves

• Stop-loss or self-funded health insurance plan experience.
• Understanding of the competitive environment and market opportunities.
• Bachelor’s degree.

Responsibilities

• Manage broker relationships and provide consultative services.
• Prepare and issue renewal proposals.
• Confirm sold proposals and plan changes.
• Ensure clients are up to date with compliance requirements.
• Manage Salesforce.
• Host virtual open enrollment meetings.
• Attend implementation calls.
• Provide stop-loss and ad hoc reporting.
• Upsell point solutions.
• Travel to offsite locations for in-person meetings when required.

Benefits

• Medical coverage
• Dental coverage
• Vision coverage
• Paid time off
• Retirement savings options
• Wellness programs
• Other resources, based on eligibility

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED