CLIENT SERVICES
New Benefits, Ltd

Account Executive

Job Summary: Account Executives target clients and develop relationships resulting in retention and increased revenue, relying on extensive experience and judgment to plan and accomplish goals. Account Executives are expected to counsel clients and advocate on their behalf to assist them in successfully marketing products and services. Project/account supervision and direction of others' work is required along with a wide degree of creativity and latitude. Moreover, Account Executives maintain relationships and favorable contacts with new and existing clients.

Duties:

• Know the account. Interface by phone to gather information from clients to become intimately familiar with their business.
• Develop a strategic implementation plan with client that results in launch by the targeted due date with specific responsibilities assigned to both New Benefits and the client. Account Executives are also responsible for ensuring both parties are meeting deadlines and keeping the project moving forward.
• Build and sustain strong client relationships keeping clients informed about new products and services offered by NB.
• Provide marketing and sales advice to clients. Command authority over the account by reinforcing what's worked and failed.
• Compile monthly and annual Activity and Debriefing reports indicating which accounts have proven successful, have potential, or need to be terminated.
• Perform extensive research and maintain familiarity with changes in the nature of client's products, business culture, marketing plan, and competition.
• Monitor effectiveness of marketing campaigns, anticipate future needs, and proactively contact clients to provide feedback and offer assistance.
• Initiate timely and successful launch of new groups by adhering to corresponding policies and procedures.
• Maintain integrity of database by documenting activity accordingly.
• Assist in the drafting and development of marketing / sales / presentation materials.
• Effectively articulate information on our industry and benefit offering through public speaking and client presentations.
• Maintain in-depth knowledge of health care/ discount industry as well as miQuotes /insurance offering.
• Assist in training new hires on Client Services department.
• Assist NB employees with client-related issues.
• New Benefits Tour-certified/conduct tours of NB facilities to clients.
• Arrange and chair meetings.
• Exhibit and attend trade shows as needed.
• Carry out special projects as directed.
• All other duties as assigned.

Qualifications and Skills:

• Minimum 3 years of experience in the insurance/benefit field or in a related area.
• Bachelor's degree or a minimum two years college experience.
• Ability to independently use logical thinking and sound reasoning to make effective decisions.
• Excellent written/verbal skills.
• Possess an outgoing, proactive, aggressive, and competitive attitude.
• Possess a strong passion and ability for delivering exceptional customer service to internal and external parties.
• Ability to work under pressure and assimilate large quantities of information quickly without sacrificing quality and detail.
• Strong follow-through skills.
• Require minimal supervision.
• Dress, appearance and behavior reflect favorably on the organization.
• Ability to work cooperatively with other team members by effectively integrating personal skills with those of others in accomplishing organizational goals.
• Extraordinary time management and organizational skills.
• Resilience to effectively handle problems and accept constructive criticism.
• Proven track record of dependability through tenure with previous employers or internal positions.
• Ability to talk or hear, both in person and by telephone
• Good visual acuity
• Capable of lifting up to 25 pounds
• Must be able to perform work at a computer terminal for 6-8 hours, and function in an environment with interruptions

Preferences:

• Continuing education in industry-related subjects

*Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Reports to: VP, Client Services