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Wellfleet · 1 month ago

Strategic Relationship Manager/Account Executive, Student Health

United States

Full-time

Remote

Entry, Mid Level

$90K/yr - $140K/yr

2+ years exp

Wellfleet is a Berkshire Hathaway company that provides customer-centric accident and health insurance, primarily targeting the higher education market. The Strategic Relationship Manager will oversee high-level accounts, ensuring client satisfaction while improving operational efficiency and managing service issues.

Employee BenefitsHealth CareInsuranceInsurTechLife Insurance

Responsibilities

Develop relationships with key decision makers and administrative staff at client accounts, including consultants and brokers where applicable

Lead presentations with clients, including Wellfleet service initiatives, stewardship meetings, and assist with renewal discussions

Identify and direct applicable marketing support to provide relevant industry updates and value prop dissemination

Serve as a liaison with internal account management teams to support effective client satisfaction and positive impression/satisfaction with Wellfleet brand

Ensure that Wellfleet products are competitively positioned based on client needs, requests, and expectations

Collaborate with the Underwriting team to ensure product/service requirements are clearly understood, relevant claims information has been obtained, requested aspects are documented and accounted for, and marketplace competition positions are anticipated

Understand the clients’ product and service requirements and works with sales and product leadership to align Wellfleet’s product development, case set-up, underwriting and other internal resources and services to meet the clients’ needs

Identify inefficiencies in service deliverables across departments, reengineer processes to streamline operations, with scalable solutions to support profitability while improving client outcomes

Lead strategic change management efforts, minimizing disruption and maximizing adoption during process improvements and product rollouts

Lead communication efforts between clients, internal teams, and executive leadership, while providing necessary training to ensure all parties are aligned on objectives and fully equipped to succeed

Conduct thorough root cause analyses of operational and client-related challenges, driving continuous improvement initiatives to address recurring issues and improve overall performance

Engages with client through the renewal process to achieve expected retention results

Perform other duties as assigned

Qualification

AccidentHealth Insurance LicenseClient Relationship ManagementHealth Insurance KnowledgeOperations Management ExperiencePublic Speaking SkillsStrategic Change ManagementVerbal Communication SkillsWritten Communication Skills

Required

Bachelor's degree in business or related field and 2+ years of relevant client services or operations management experience or equivalent combination of education and experience

Possess and maintain an active and valid Accident, Health and Sales Producer license or have the ability to obtain required industry licensing

Demonstrated ability to communicate with external parties to develop long-term strategic relationships

Knowledge of health and accident insurance

Comprehensive knowledge of administrative processes related to health insurance products, including policy filings, enrollment practices, waiver administration and audit, billing, invoicing and collections, claims reporting, analytics, underwriting practices, and customer service

Familiarity with purchasing practices in public and private higher education, including formal bid protocols, centers of influence on decision making, and networking avenues through local and national conferences, seminars, and industry events

Excellent presentation and public speaking skills

Exceptional verbal and written communication skills

Ability to travel nationally to client locations

Preferred

Knowledge of insurance within the higher education industry

Benefits

Life, health and dental, vision, 401K retirement plan, short- and long-term disability coverage, flexible/dependent care spending account, tuition reimbursement, and business casual dress.