Account Executive - Wisconsin Based

Charles Taylor•Wisconsin Rapids, WI

3h•Hybrid

About The Position

Charles Taylor is a global provider of professional services to the insurance industry, seeking an experienced Account Executive for their Third-Party Administration team. This role will support the sales and service of the health plan for school districts, municipalities, and counties participating in the WCA GHT throughout the State of Wisconsin. The candidate must have 5+ years of experience in the commercial health insurance industry, specific to employee benefits, and reside in Wisconsin. Approximately 25-40% of the role involves travel within the state, with overnight stays typically required for conventions and occasionally for client meetings.

Requirements

5+ years of experience in the commercial health insurance industry, specific to employee benefits.
Live in Wisconsin.
Proficiency in the full Microsoft Office suite, including Teams, with intermediate Excel skills.
Demonstrated ability to maintain strong retention and long-term relationships.
Solid understanding of insurance benefit principles, terminology, eligibility, coordination of benefits, plan documents, health insurance renewal processes, and pooling concepts.
Ability to build and maintain effective working relationships across teams and stakeholders.
Adaptability to evolving technologies and the ability to quickly learn new systems and tools.
Commitment to delivering a high level of customer service.
Excellent verbal and written communication skills, including the ability to present complex insurance information to large audiences.
Strong sense of confidentiality and discretion.
Effective problem-solving skills.
High level of accuracy and attention to detail.
Ability to multitask, prioritize, and meet deadlines.
Strong organizational skills.
Active listening skills.
Bachelor’s degree in insurance or finance or equivalent work experience.
State of WI Insurance License-Life and Health designation.

Nice To Haves

Professional certifications such as: HCSA (Healthcare Customer Service Associate), RHU (Registered Health Underwriter), HIA (Health Insurance Associate).

Responsibilities

Proactively manages relationships with clients and agents/brokers in all aspects including: managing the renewal process for assigned clients, proposing appropriate plan design for clients based on deductibles, copayments, drug tiers, and acceptable design features for the client, and producing and reviewing utilization reports with clients; educating members on benefits’ claims, eligibility, interpretation, and other plan requirements unique to the GHT.
Obtains plan documents and amendments as necessary for clients.
Responds to customer service requests from members including but not limited to enrollment questions, investigating claims issues, change requests, and ID cards.
Evaluates department processes and procedures for improved efficiencies; makes appropriate recommendations.
Assists with initial client implementations, which includes preparing enrollment forms, attending employee information sessions, and answering questions.
Responds to formal request for proposal (RFPs) for prospective clients; provide formal presentations to boards and/or committees if required.
Collects underwriting risk information and discuss with corporate management to determine underwriting risk and to assist corporate management in determining appropriate pricing for client.
Represents the GHT at conferences and trade shows.
Attends GHT Board meetings as requested.
Participates in social events scheduled for the department, and as a representative of the GHT.
Maintains and grows relationships with vendors who have programs that add value to the GHT.