Summa Health · 1 week ago
Sr Account Executive - Health Insurance
Greater Cleveland
Full-time
Onsite
Mid, Senior Level
$37.40/hr - $56.11/hr
3+ years expSumma Health is a provider-owned health plan based in Akron, Ohio, offering health insurance services in northern Ohio. They are seeking a Senior Account Executive to manage and nurture consultant and broker relationships, facilitate sales and implementation of accounts, and assist in new product development and RFP processes.
Health CareMedicalNon Profit
Responsibilities
Assists in new product development and RFP coordination
Prospect and reviews qualifications of new leads to generate profitable accounts through sales activities e.g. personal introductory visits, networking, telephone calls, letters and follow-up communication
Manages all aspects of established general agency relationships. Responsible for training of general agency’s brokers, establishing general agency goals monitoring quote activity. Works with the general agency to achieve desired close ratio and expected production goals
Develops and maintains a computerized data base of prospects in an assigned territory or with assigned brokers
Sells company benefit plans to prospective employer group by presenting advantages of the services offered by SummaCare and Apex
Establishes and maintains key relationships with employers, brokers, and consultants. Consults with front-line benefits contacts to demonstrate value and build commitment to SummaCare. Entertains key prospects, brokers, and consultants, to ensure open lines of communication and build company loyalty. Invites senior leadership and management to events, as appropriate
Educates brokers and employers on self-funded and fully insured options provided by SummaCare and Apex
Works with a designated sales team to facilitate sales of broker driven accounts when direct prospecting efforts lead to a broker driven sales opportunity
Coordinates and conducts open enrollment presentations, discussions with employers, and the distribution of enrollment materials to maximize enrollment and profitability of new accounts
Works collaboratively with Account Manager to assure continued service of new accounts after initial enrollment
Attends networking functions with a plan of maximizing SummaCare’s exposure to employers and brokers
Manages and nurtures an independent sales territory. Accepts accountability for enrolling new members and achieving the targeted sales goal
Provides management and staff with information pertaining to market environment and competitive activities
Performs all job functions with integrity. Provides timely internal and external customer service in cooperative, professional, and respectful manner
Maintains state mandated insurance licensure requirements and completion of mandated continuing education
Qualification
Required
Bachelor Degree or equivalent combination of education and/or experience
Three (3) years performing same or similar responsibilities
Relevant experience includes: managing and servicing accounts within a broker agency or a healthcare organization, coordination of open enrollment activities, premium/rate development, and working knowledge of insurance products and benefit plan designs
Maintain state mandated insurance licensure requirements and completion of mandated continuing education
Effectively use Word, Excel, Outlook, and PowerPoint, to facilitate performance of essential job functions
Exercise judgment in identifying groups that offer the greatest profit potential and the least amount of risk
Maintain current knowledge of methodology behind experience rated and community rated employer groups
Assess factors such as client company's primary objectives and needs to develop appropriate and competitive proposals
Analytical ability to assess, interpret and work with complex data to find solutions for an employer's benefit plans and cost strategies
Organize and manage time to accurately complete tasks within designated time frames in fast-paced environment
Professionally communicate verbally and in writing to execute presentations and sales calls
Maintain current knowledge of and comply with regulatory and company policies & procedures
Maintain confidentiality of member health and business information
Flexible: ability to adjust work hours to meet business demands
Bend, stoop, and stretch
Lift up to 25 pounds
Manual dexterity to operate computer, phone, and standard office machines
Drive for extended periods of time to brokers and employers within assigned territory
Benefits
Basic Life and Accidental Death & Dismemberment (AD&D)
Supplemental Life and AD&D
Dependent Life Insurance
Short-Term and Long-Term Disability
Accident Insurance, Hospital Indemnity, and Critical Illness
Retirement Savings Plan
Flexible Spending Accounts – Healthcare and Dependent Care
Employee Assistance Program (EAP)
Identity Theft Protection
Pet Insurance
Education Assistance
Daily Pay
Company
Summa Health
Summa Health is a non-profit medical care that offers orthopedic, weight management, sleep medicine, mental, and digestive health services.
5001-10000 employees
Funding
Current Stage
Late StageTotal Funding
$14.6M2024-01-17Acquired
2020-02-07Grant· $1.5M
2019-11-21Grant· $2.1M
Leadership Team
Cliff Deveny
Advisor/CEO Emeritus
Recent News
2025-11-27
Mobihealthnews
2025-11-08
2025-11-02
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