About The Position

The primary goal of the Senior Account Executive is to maximize client satisfaction and retention while driving growth and profitability.

Requirements

  • 4 Year College/University Degree. This requirement will be waived for someone who has 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. This involves proactively addressing issues, providing high-quality support, and delivering value that aligns with client needs by maintaining a complete understanding of all MedWatch products, service offerings and implementation processes.
  • Maintain 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.
  • Manage 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.
  • Work 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.
  • Onboard 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.
  • Develop a strategy on your outreach to clients.
  • Coordinate and Facilitate Quarterly/Semi-Annual Client Meetings, as well as any other meetings that may be necessary to service the Client appropriately. Travel may be required.
  • Analyze the customer needs & interests, refer to appropriate MedWatch staff members as necessary.
  • Address customer problems, issues or complaints and engage in the activity necessary so that a resolution may be expedited. Use client feedback and performance metrics to continuously improve the client experience and address any areas of concern.
  • Ensure that all client deadlines are met, and that expectations of all parties are managed.
  • Present Fee Schedule Renewals and New Products to Clients.
  • Run, Review and present client reports and services utilization reports to ensure client understanding.
  • Assist accounting with outstanding invoice issues.
  • Participate in marketing/sales meetings when requested.
  • Project a positive image in representing MedWatch to clients, customers and brokers.
  • Collaborate on Marketing materials when requested.
  • Update job knowledge of industry by participating in educational opportunities, i.e. webinars & industry publications.
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