Senior Account Executive

MedWatch • Lake Mary, FL

24d • Hybrid

About The Position

The primary goal of the Senior Account Executive is to maximize client satisfaction and retention while driving growth and profitability. This role involves managing assigned blocks of TPA's/groups with multiple services, benefit plans and vendors. The Senior Account Executive will identify opportunities for upselling or cross-selling additional services or products to existing clients, thereby increasing overall revenue. They will also work with internal departments to investigate and resolve client issues, design and implement processes for new clients, and onboard new customers. This role requires developing outreach strategies, coordinating client meetings, analyzing customer needs, and addressing customer problems. Continuous improvement of the client experience based on feedback and performance metrics is essential. The Senior Account Executive will also present fee schedule renewals and new products, review client reports, assist accounting with invoice issues, and participate in marketing/sales meetings. Maintaining a positive image and collaborating on marketing materials are also key aspects of the role. The incumbent may be responsible for additional duties not listed, and responsibilities may change.

Requirements

• 4 Year College/University Degree (waived for 15+ years industry work experience).
• 7-10 Years Experience in working with clients, assessing their needs, and facilitating responses.
• Good organizational skills and time management.
• Must be a dynamic individual with strong interpersonal skills.
• Must be a critical thinker and have a passion for the position.
• Must be able to multi-task and multi-process for a variety of clients at the same time, while staying organized, providing timely responses, deliverables and follow-ups.
• Excellent verbal and written communication skills.
• Ability to handle difficult situations tactfully and diplomatically.
• Effective problem solving and decision-making skills.
• Strong computer skills with proficiency in MS Office Suite products (Word, Excel, PowerPoint).

Nice To Haves

• Knowledge of the insurance, self-funded, and stop-loss industries is preferred.

Responsibilities

• Ensuring that clients remain satisfied and continue to do business with the company by proactively addressing issues, providing high-quality support, and delivering value that aligns with client needs.
• Maintaining a complete understanding of all MedWatch products, service offerings and implementation processes.
• Maintaining a thorough working (aka hands-on) knowledge of the MedWatch CMS system to be able to implement/modify products, client specific workflows, where and how to run reports and any other Client/Group contact information.
• Managing assigned block of TPA’s/groups with multiple services, benefit plans and vendors.
• Identifying opportunities for upselling or cross-selling additional services or products to existing clients, thereby increasing overall revenue.
• Working with MedWatch internal departments to help investigate and bring to resolution any issue that the client may have.
• Designing and implementing processes that make it easy for new clients to get started and derive value quickly and ensuring that ongoing interactions are smooth and positive.
• Onboarding new Customers/Clients and their groups, including but not limited to programming of CMS system, communicating products sold to internal MedWatch departments, preparing employee communication pieces, and coordinating vendor implementations.
• Developing a strategy on your outreach to clients.
• Coordinating and Facilitating Quarterly/Semi-Annual Client Meetings, as well as any other meetings that may be necessary to service the Client appropriately.
• Analyzing the customer needs & interests, referring to appropriate MedWatch staff members as necessary.
• Addressing customer problems, issues or complaints and engaging in the activity necessary so that a resolution may be expedited.
• Using client feedback and performance metrics to continuously improve the client experience and address any areas of concern.
• Ensuring that all client deadlines are met, and that expectations of all parties are managed.
• Presenting Fee Schedule Renewals and New Products to Clients.
• Running, Reviewing and presenting client reports and services utilization reports to ensure client understanding.
• Assisting accounting with outstanding invoice issues.
• Participating in marketing/sales meetings when requested.
• Projecting a positive image in representing MedWatch to clients, customers and brokers.
• Collaborating on Marketing materials when requested.
• Updating job knowledge of industry by participating in educational opportunities, i.e. webinars & industry publications.

Benefits

• Equal Opportunity Employer, including disability/veterans

What This Job Offers

• Job Type: Full-time
• Career Level: Senior