About The Position

We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger – helping to simplify health care one person, one family and one community at a time. Position Summary: · Develops strong personal and collaborative internal and external relationships to manage book of business (e.g. mid-size and large employer groups) to achieve customer and broker satisfaction, revenue, membership, and earnings objectives. This lead role serves as the client steward to leverage Banner Aetna, Aetna, and CVS/affiliate solutions and resources. Fundamental Components: · Accountable for building and maintaining strong relationships with a locally-aligned book of business to ensure case renewal and retention. Responsibilities include delivering renewals, cross-sales, client strategy, and product support. · Determine concerns/barriers for retention of customers; identify top concerns and review mitigation plans with leadership. Discuss and present solutions and partners with internal partners to enhance customer experience. · Collaborates with account team members and functional support areas on more complex product or service issues to ensure client’s needs are met. · Offers creative program and service solutions to address client’s evolving needs. · Responsible for the financial performance for assigned portfolio including negotiations with Plan Sponsor and Producer in their book. · Reviews and consultatively presents customer reporting with meaningful analytics, trending and insightful recommendations for additional programs and services. · Required to communicate with internal and external parties telephonically and/or in person. Will require travel to offsite locations for in-person meetings with brokers and clients.

Requirements

  • Minimum 3-5 years of relevant industry experience
  • Multi-functional experience, e.g., underwriting, actuary, product, network, or other areas supporting the health insurance ecosystem
  • Experience making formal presentations
  • Bachelor’s degree in business or related field

Responsibilities

  • Accountable for building and maintaining strong relationships with a locally-aligned book of business to ensure case renewal and retention.
  • Responsibilities include delivering renewals, cross-sales, client strategy, and product support.
  • Determine concerns/barriers for retention of customers; identify top concerns and review mitigation plans with leadership.
  • Discuss and present solutions and partners with internal partners to enhance customer experience.
  • Collaborates with account team members and functional support areas on more complex product or service issues to ensure client’s needs are met.
  • Offers creative program and service solutions to address client’s evolving needs.
  • Responsible for the financial performance for assigned portfolio including negotiations with Plan Sponsor and Producer in their book.
  • Reviews and consultatively presents customer reporting with meaningful analytics, trending and insightful recommendations for additional programs and services.
  • Required to communicate with internal and external parties telephonically and/or in person.
  • Will require travel to offsite locations for in-person meetings with brokers and clients.

Benefits

  • Affordable medical plan options, a 401(k) plan (including matching company contributions), and an employee stock purchase plan.
  • No-cost programs for all colleagues including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching.
  • Benefit solutions that address the different needs and preferences of our colleagues including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility.
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