Strategic Account Executive jobs in United States
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Higginbotham · 2 hours ago

Strategic Account Executive

Higginbotham is a privately held, independent insurance and financial services firm ranking within the top 20 nationwide, currently seeking an Employee Benefits Strategic Account Executive. The role involves serving as a strategic leader for complex benefit accounts, focusing on client satisfaction, strategic planning, and quality assurance.

Insurance
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Culture & Values

Responsibilities

Manage a complex book of business comprised of clients with various funding methods, advanced contract features and structures that require a higher level of expertise
Provide strong insurance technical expertise to clients and members of the internal account management and sales teams
Works at a strategic level to develop and retain consultative, partnership relationships with customers/ prospects
Creates and Executes proactive and on-going contact initiatives
Develops, executes, and monitors comprehensive customer service plans that reflect the customer's business and risk management goals
Delegate administrative client tasks to account team members
Serve as the main point of contact for “C Suite” clients, which includes all escalated issues
Serve as primary internal contact to coordinate all deliverables for clients
Work with Internal Partners, Clients and Carriers to ensure accurate and timely response to all outstanding issues
Oversee data preparation for all RFPs and manage the marketing/negotiation process for clients
Assist in preparation of renewal and new business proposals
Prepare standard and custom materials needed for client meetings including but not limited to agendas, reports, calendars, etc
Educate, advise and be a technical expert for clients on all employee benefit topics ranging from specific insurance products to compliance topics and data analysis
Expected to attend, and lead as needed, client meetings (occasional travel may be required)
Maintain various actuarial and data analytical reports for clients
Consults regularly with clients to review claims experience, trends, discuss strategies
Document items in agency management system
Maintain current, sound documentation of all pertinent business-related activities and communications regarding clients’ account and ensure protection and security of sensitive client data
Other miscellaneous projects that support the overall department and team

Qualification

Employee Benefits ExpertiseClient Relationship ManagementStrategic PlanningData AnalysisMicrosoft Office ProficiencyCommunication SkillsNegotiation SkillsCustomer Service FocusProfessional DemeanorTeam CollaborationAdaptabilityMentoring Skills

Required

5 (+) years of previous employee group benefits experience required
Life and DI License required
Proactive, customer service focus
Ability to work in fast-paced, team environment with minimal instructions
Enthusiastic attitude, cooperative team player, adaptable to new or changing circumstances
Professional demeanor, sensitive to client needs, self-motivated, creative, and innovative
Knowledge of the full range of Group Employee Benefit products – medical, dental, vision, life, disability, etc.; including applicable carrier networks, carrier administrative guidelines, and compliance requirements
Sets priorities and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities
Strong communication and negotiation skills
Proficiency with internet-based programs and Microsoft Office products
Keep informed regarding industry information, new product information, legislation, coverage, and technology to continuously improve knowledge and performance
Able to assist and mentor account management team members as needed

Benefits

Medical, dental, vision, prescription drug coverage
401K
Equity incentive plan
Multiple supplemental benefits for physical, emotional, and financial wellbeing
Company paid holidays
PTO
Employee Wellness Program

Company

Higginbotham

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Higginbotham is a provider of insurance brokerage services to businesses and individuals.

Funding

Current Stage
Late Stage

Leadership Team

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Rusty Reid
Chairman, President & CEO
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Andrew Reutter
Chief Financial Officer & Chief Operating Officer
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Company data provided by crunchbase