Senior Account Executive
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 working with clients, assessing their needs, and facilitating responses within the insurance, self-funded, and stop-loss industries. The Senior Account Executive will ensure clients remain satisfied by proactively addressing issues, providing high-quality support, and delivering value that aligns with client needs. This includes maintaining a thorough understanding of MedWatch products, service offerings, and implementation processes, as well as hands-on knowledge of the MedWatch CMS system for implementation, modification, running reports, and managing client information. The role also involves managing assigned blocks of TPA's/groups, identifying upselling/cross-selling opportunities, collaborating with internal departments to resolve client issues, designing processes for new client onboarding, and coordinating client meetings. The Senior Account Executive will analyze customer needs, address problems, manage client deadlines, present renewals and new products, review client reports, assist accounting with invoices, participate in marketing/sales meetings, and project a positive image of MedWatch. Continuous learning about the industry through educational opportunities is also expected. The pay range for this position is $80,000 to $85,000.
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.
- Dynamic individual with strong interpersonal skills.
- Critical thinker with a passion for the position.
- Ability to multi-task and multi-process for a variety of clients 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 thorough working knowledge of the MedWatch CMS system to implement/modify products, client specific workflows, run reports, and manage 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.
- Working with MedWatch internal departments to investigate and resolve client issues.
- Designing and implementing processes for easy new client onboarding and value derivation, ensuring smooth and positive ongoing interactions.
- Onboarding new Customers/Clients and their groups, including programming the CMS system, communicating sold products to internal departments, preparing employee communication pieces, and coordinating vendor implementations.
- Developing a strategy for client outreach.
- Coordinating and facilitating Quarterly/Semi-Annual Client Meetings, and any other necessary meetings.
- Analyzing customer needs & interests and referring to appropriate MedWatch staff members.
- Addressing customer problems, issues or complaints and engaging in necessary activity for expedited resolution.
- Using client feedback and performance metrics to continuously improve the client experience and address 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.
- 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 the industry by participating in educational opportunities, such as webinars and industry publications.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
