Senior Account Executive

Health Plans Inc

15h • Onsite

About The Position

At HPI, we are a forward-thinking, national third-party administrator (TPA) specializing in self-funded health plan solutions. With over 44 years of industry expertise, our entrepreneurial spirit, flexible approach, and personalized service have empowered us to serve clients of all sizes across diverse industries. We deliver innovative strategies that maximize the value of every healthcare dollar.

The self-funded health plan landscape is constantly evolving. At HPI, our partners benefit from having a TPA with the expertise, resources, and creativity to deliver customized plan solutions that help them win and retain more business. We excel at driving costs down and managing risk, while enhancing our clients’ employees’ health insurance experience. Our goal is to help members clearly understand their health plan and provide responsive service, enabling them to fully utilize their benefits and achieve greater health.

Our commitment extends beyond our clients to our own employees. We foster a supportive and inclusive work environment where innovation thrives. By investing in our team’s growth and well-being, we ensure they are equipped to provide exceptional service.

Summary:
The Senior Account Executive (SAE) plays a strategic leadership role in managing the implementation of new client plans and overseeing the ongoing service and renewal processes for existing clients. In addition to coordinating benefit meetings, educational materials, and plan design communications, the SAE serves as a trusted advisor to group representatives and brokers. This role requires close collaboration with internal teams to resolve complex service issues, guide plan design, and ensure seamless operations.
The SAE is also responsible for mentoring junior team members, leading high-level client engagements, and driving retention strategies. This position involves significant travel to conduct in-person service meetings and foster long-term client relationships.

Requirements

• Bachelor’s Degree or equivalent work experience
• 5–7 years of experience in client services or account management, preferably in the healthcare or benefits administration industry.
• Proficient in Microsoft Office, including Word, Excel, Outlook and PowerPoint

Nice To Haves

• Proven ability to manage high-value client accounts and lead strategic initiatives.
• Strong leadership and mentoring capabilities.
• Excellent communication skills, both verbal and written.
• Highly organized with the ability to manage multiple priorities and deadlines.
• Analytical mindset with attention to detail and systems thinking.
• Demonstrated ability to work independently and collaboratively across teams.
• Commitment to confidentiality and professional integrity.

Responsibilities

• Provide strategic oversight and consultation to key broker partners, guiding plan development and evolution to align with business objectives.
• Mentor and support junior account executives, fostering professional development.
• Drive high-level client relationship management and retention strategies.
• Collaborate with cross-functional teams to deliver integrated solutions.
• Oversee the implementation of new groups and manage service delivery for existing clients and brokers.
• Conduct benefit meetings, produce educational materials, and resolve complex claims/service issues.
• Communicate plan design and renewal changes to internal teams to ensure smooth execution.
• Develop and present customized employee/employer materials and performance reports.
• Advise clients and brokers on compliance and reporting requirements related to benefit plans and federal mandates.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Number of Employees: 101-250 employees