Strategic Account Advisor

Elevance Health • Waukesha, WI

1d • Hybrid

About The Position

The Strategic Account Advisor is responsible for client retention in the 10-99 level funded space, fully insured in the 51-99 space, cross-selling dental, vision, and supplemental accident. This position takes an active role in market facing activity and work within a POD environment. With general supervision, provides account management knowledge to Individual and/or Small Groups and is able ask for and accept guidance when needed from leadership and/or team members acting as a resource.

Requirements

• Requires a BA/BS and a minimum of 2 years of sales experience; or any combination of education and experience which would provide an equivalent background.
• Sales license and appointment required where necessary upon hire or is required to be obtained and appointed within sixty (60) days of hire.

Nice To Haves

• Client facing experience strongly preferred.
• Experience with office tools, cloud-based software, social media & collaboration tools strongly preferred.
• Ability to travel up to 25% throughout WI.

Responsibilities

• Responsible for obtaining assigned persistency and cross-selling goals as as assigned on an annual basis.
• Work in conjunction with underwriting and implementation to renew and install plans and plan changes.
• Achieves retention and growth targets through execution of sales process.
• Cultivates trust-based relationships and develops comprehensive understandings of client needs and priorities.
• Acts as a consultative collaborative partner with brokers, consultants, and key decision makers.
• Develops business plans to address broker and client needs.
• Conducts broker and/or agency education on pertinent topics.
• Acts as primary customer contact.
• Coordinates with internal partners to meet and exceed client expectations.
• Drives opportunities for additional growth and product sales.
• Ability to learn and become familiar with the industry and products at the local, state, and federal level.
• Continuously updates knowledge in a rapidly changing environment.

Benefits

• merit increases
• paid holidays
• Paid Time Off
• incentive bonus programs
• medical
• dental
• vision
• short and long term disability benefits
• 401(k) +match
• stock purchase plan
• life insurance
• wellness programs
• financial education resources

What This Job Offers

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