Strategic Account Executive - Remote

OneDigital

1d•$80,000 - $90,000•Remote

About The Position

The Strategic Account Executive is responsible for managing client interactions and account maintenance. This role involves managing a client book of business with an emphasis on building and fostering relationships with client or broker contacts through quality service delivery. The executive will proactively assess, clarify, and validate customer needs on an ongoing basis. Collaboration with co-workers and vendor contacts is essential for resolving client concerns or questions in a timely manner. The role requires attending and coordinating onsite or webinar meetings with clients, brokers, or PBMs for various purposes such as prescreening, finalist meetings, market results, quarterly reviews, and implementation meetings. Analyzing plan performance quarterly and providing recommendations on benefit design edits or savings opportunities is a key responsibility. The executive will manage the implementation timeline with the PBM to ensure all tasks are completed on schedule, including member communications, eligibility, accumulator, and other transition files. Overseeing the member communication process for new implementations or benefit changes, including drafting, editing, and mailing coordination with the PBM, is also part of the role. Validating testing results of PBM benefit configuration for accuracy and reviewing claims post go-live for new implementations or benefit changes are crucial. Maintaining internal documentation and systems for clients, meeting minutes, action logs, CRM, and continuous organization of information within client folders is required. The role also involves ad-hoc assistance for various internal projects and process improvements, and managing the RFP prescreening process to onboard new clients, coordinating RFP results meetings, and finalist meetings. Reviewing quarterly newsletters/communications to client contacts and attending prospect calls to present service overviews are also expected.

Requirements

Must be eligible to work in the United States without the need for work visa or residency sponsorship.

Responsibilities

Manage client book of business with emphasis placed on building and fostering relationships with client or broker contacts through quality service delivery
Proactively assesses, clarifies and validates customer needs on an ongoing basis
Collaborate with co-workers and vendor contacts to assist with resolving client concerns or questions on a timely basis
Attend and coordinate onsite or webinar meetings with client, broker or PBM for prescreening, finalist meetings, market results, quarterly reviews, implementation meetings or ad-hoc
Escalate any client or broker issues with PBMs
Analyze plan performance on a quarterly basis and provide recommendations on benefit design edits or savings opportunities
Manage the implementation timeline with PBM to ensure all tasks are completed on schedule including member communications, eligibility, accumulator and other transition files
Oversee member communication process for new implementations or benefit changes including drafting, editing and mailing coordination with the PBM
Validate testing results of PBM benefit configuration to ensure accuracy
Review claims post go live for new implementations or benefit changes
Maintain internal documentation and systems for clients, meeting minutes, action logs, CRM and continuous organization of information contained within client folders
Ad-hoc assistance for various internal projects and process improvements
Manage RFP prescreening process to onboard new clients, coordinate RFP results meeting(s) and finalist meetings
Review quarterly newsletters/communications to client contacts
Attend prospect calls and present service overview