POSITION SUMMARY The Account Executive manages relationships with assigned direct clients and is responsible for executing the annual renewal plan, supporting development of long‑term account strategy, and meeting clients’ immediate needs. This role manages straightforward upsell and expansion opportunities, supports client retention, and contributes to achievement of corporate goals related to financial performance and customer satisfaction. ESSENTIAL FUNCTIONS Client Relationship & Strategic Support Manage and strengthen client relationships to ensure satisfaction levels are consistently met. Serve as a day‑to-day client contact, providing timely updates and addressing service needs. Renewals, Upsells & Expansions Execute annual renewal activities, ensuring timely and accurate delivery of required materials. Discuss potential upsells with clients, including drug additions and new network opportunities; manage more straightforward upsell requests presented to the role. Identify contracting gaps through review of utilization data from business tools. Strategic Account Planning Support development of client‑specific strategic plans; monitor performance and make tactical adjustments as needed. Assist in quarterly/annual business reviews. Financial & Network Engagement Engage with clients to evaluate new network opportunities and negotiate within parameters established by Underwriting. Communication & Presentations Communicate effectively on known topics; may require support in positioning or difficult client discussions. Provide written communication to clients; may need assistance with messaging during challenging conversations. Compile information for client presentations; may require support with content development or formatting. Internal Collaboration Partner cross‑functionally to address client needs and escalate service issues for resolution. Participate in special projects and task forces as assigned.
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Job Type
Full-time
Career Level
Mid Level