Strategic Account Executive

ProAct
8d$100,000

About The Position

As a critical member of the Client Relations Team, you are expected to own all aspects of account management necessary to drive success with your assigned book, supported via account coordination. Regular client interaction, reporting and strategy discussion are required. Our primary goals are client satisfaction, retention and upsell opportunities as appropriate. Participate and/or lead PBM strategy and business development conversations that directly impact success of the assigned book and ProAct Client Relations wholistically.

Requirements

  • Superior communication skills, both verbal and written
  • Superior organizational skills
  • Flexibility and ability to work under and meet deadlines
  • Valid Driver’s License

Nice To Haves

  • 10+ years’ experience in Sales & Marketing Management or Account Management in the employee benefits industry

Responsibilities

  • Directly supports and evaluates success of select marquis accounts and relationships as a trusted advisor and account contact.
  • Supports and develops PBM strategy that is designed to enhance and engage both those assigned accounts and ProAct Client Relations wholistically.
  • Guides and supports development opportunities that exist both internal and external to ProAct, relying on industry experience to observe, report and support.
  • Responsible for retaining 90+% of assigned book of business by building best in class relationships with assigned clients and their intermediaries.
  • Prepare and deliver renewals to prospects and existing clients
  • Support and/or Develop PBM strategy discussions, documentation, and workshops
  • Viewed as a senior team member and willing to mentor junior team members as appropriate
  • Assist in the implementation stages of new clients, including employee orientation meetings
  • Assist in the on-going support and communication with new clients
  • Responsible to oversee the production of employee communication with the Marketing team
  • Assist in planning, implementing and participation of client educational forums and special events
  • Attend on-site client service meetings, employee orientation meetings and health fairs
  • Populate key updates within ProAct’s CRM tool
  • Oversee contract administration
  • Provide input on development of marketing and advertising initiatives
  • Coordinate attendance and exhibits for trade shows, conferences, health fairs and all other special events
  • Assist the team in presentations and general strategies to promote retention and new business growth
  • Responsible for completing all mandatory and regulatory training programs
  • Perform other duties as assigned
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