Delta Dental of Arizona · 2 days ago
Account Executive
Delta Dental of Arizona is the state’s #1 dental and vision insurance company, seeking an Account Executive responsible for account management and customer retention. This role involves sales, customer service, and providing continuous support to clients in finding the best insurance coverage.
Insurance
Responsibilities
Achieve customer retention objectives and standards of performance
Conduct overall account management of assigned customers
Engage in problem solving to ensure the match between customers’ core needs our capabilities, through an understanding of the producers’ and customers’ current and future plans, culture, and philosophy. Anticipate future needs and develop and implement action plans for them
Sell additional products to existing customers and maintain working relationships with key producers
Maintain appropriate documentation in the CRM system
Manage the delivery of the product and demonstrate the value
Schedule and attend Open Enrollment meetings, as well as coordinate printing and shipping of enrollment materials
Prepare and communicate client-specific customer surveys
Coordinate annual renewals for assigned customers and assist Brokers as needed with renewal process, and plans modifications
Effectively negotiate renewals and plan alternates on behalf of client and brokers
Project manage preparation of RFP’s as needed
Disseminate new programs and initiatives to clients in a timely and appropriate manner
Monitor and evaluate donation and solicitation requests and provide as appropriate
Qualification
Required
Bachelor's degree or equivalent experience
Insurance License, Life, Health and Disability
Minimum 5 years' account management/retention/sales/marketing experience
Excellent planning, organizing and business judgment skills
Strong verbal and written communication skills
Knowledgeable with Excel, Word, PowerPoint, SalesForce, Microsoft Office, etc
Ability to present and engage groups
Knowledge of group benefits and underwriting
Valid driver's license and car
Benefits
Medical
Dental
Vision
401(k)
Student loan assistance
Six weeks of paid parental leave
Volunteer PTO
Company
Delta Dental of Arizona
Delta Dental of Arizona (Delta Dental) is a health and wellness company providing affordable dental and vision benefits to individuals, families and businesses throughout the state.