Charles Taylor · 1 day ago
Account Executive - Wisconsin Based
Wisconsin Rapids, WI
Full-time
Hybrid
Senior Level
5+ years expCharles Taylor is a highly successful global provider of professional services to the insurance industry, seeking an experienced Account Executive to join their Third-Party Administration team. The Account Executive will support the sales and service of health plans for school districts, municipalities, and counties in Wisconsin, managing client relationships and ensuring efficient service delivery.
Insurance
Responsibilities
Proactively manages relationships with clients and agents/brokers in all aspects including:
Manages the renewal process for assigned clients
Proposes appropriate plan design for clients based on deductibles, copayments, drug tiers, and acceptable design features for the client
Produces and reviews utilization reports with clients; educates members on benefit’s claims, eligibility, interpretation, and other plan requirements unique to the GHT
Obtains plan documents and amendments as necessary for clients
Responds to customer service requests from members including but not limited to enrollment questions, investigating claims issues, change requests, and ID cards
Evaluates department processes and procedures for improved efficiencies; makes appropriate recommendations
Assists with initial client implementations, which includes preparing enrollment forms, attending employee information sessions, and answering questions
Responds to formal request for proposal (RFPs) for prospective clients; provide formal presentations to boards and/or committees if required
Collects underwriting risk information and discuss with corporate management to determine underwriting risk and to assist corporate management in determining appropriate pricing for client
Represents the GHT at conferences and trade shows
Attends GHT Board meetings as requested
Participates in social events scheduled for the department, and as a representative of the GHT
Maintains and grows relationships with vendors who have programs that add value to the GHT
Approximately 25 –40% of the role involves travel within the state; overnight stays are typically required for conventions and occasionally for client meetings
Qualification
Required
5+ years of experience in the commercial health insurance industry, specific to employee benefits
Live in Wisconsin
Bachelor's degree in insurance or finance or equivalent work experience
Minimum 5 years' experience in the commercial health insurance industry, specific to employee benefits
Proficiency in the full Microsoft Office suite, including Teams, with intermediate Excel skills
Demonstrated ability to maintain strong retention and long-term relationships
Solid understanding of insurance benefit principles, terminology, eligibility, coordination of benefits, plan documents, health insurance renewal processes, and pooling concepts
Ability to build and maintain effective working relationships across teams and stakeholders
Adaptability to evolving technologies and the ability to quickly learn new systems and tools
Commitment to delivering a high level of customer service
Excellent verbal and written communication skills, including the ability to present complex insurance information to large audiences
Strong sense of confidentiality and discretion
Effective problem-solving skills
High level of accuracy and attention to detail
Ability to multitask, prioritize, and meet deadlines
Strong organizational skills
Active listening skills
State of WI Insurance License-Life and Health designation
Preferred
Professional certifications such as HCSA (Healthcare Customer Service Associate)
Professional certifications such as RHU (Registered Health Underwriter)
Professional certifications such as HIA (Health Insurance Associate)
Benefits
Medical
Dental
Vision
Life insurance
401(K) with match
Company
Charles Taylor
Charles Taylor is a provider of professional services to clients across the global insurance market.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2019-09-19Acquired
1999-01-15IPO
Leadership Team
Cullen Sophy
Chief Executive Officer
Andrea Katcha
Human Resources Business Partner
Recent News
FinTech Global
2025-06-21
Digital Insurance
2022-12-10
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