What are the responsibilities and job description for the Account Executive position at ARMADA CONSULTING?

Job Description

Summary :

This is a full-time position that provides professional and administrative support to the Client & Broker Services Department of Armada. This person will directly report to the Director, Client & Broker Services for supervision purposes. The Account Executive manages a book of business with a key focus on retention and client loyalty, while acting with a high degree of independent discretion, autonomy, and decision-making. The Account Executive provides professional, courteous, white glove service to our clients, brokers and members, resulting in a rate of account retention that meets or exceeds expectations.

Tasks / Responsibilities :

Responds to a variety of strategic broker and client-level inquiries from operational to informational; develops and maintains strong relationships with clients and brokers
Cultivates and maintains relationships with brokers and clients
Delivers superior customer service by maintaining contact with clients and brokers by conducting proactive outreach on a regular basis
Responsible for overall retention and growth of accounts in assigned book of business
Manages a higher volume of clients
Manages more challenging and / or complex clients (high touch) including large or mega clients
Collaborates and partners with sales on new business opportunities as well as cross sell opportunities with existing partners / clients.
Develops renewal plan and delivers renewal offers to clients and brokers; follows-up to assure renewals are secured
Distributes usage and engagement reports to key clients monthly or quarterly
Facilitates client onboarding and implementation in conjunction with Account Coordinator
Maintains detailed knowledge of new and existing products by closely working with colleagues
Ensures credibility with clients / brokers by maintaining detailed knowledge of current market conditions and competitors’ products
Through our client monitoring program (RYG), creates detailed, strategic account plans to ensure continuous high-level service and support for our strategic clients
Manages, organizes and conducts client and broker meetings, when necessary, on site and virtually
Appropriately documents conversations with clients and brokers and updates all computer systems when necessary; ensures accuracy of data in those systems

Skills / Requirements :

BA / BS degree

5 years managing complex client accounts and relationships

Ability to travel up to 10% of time to meet clients / prospective clients needs with onsite meetings – at client’s discretion

General understanding of health insurance

Ability to work autonomously and manage time effectively in order to meet client deadlines

Ability to manage client expectations and understand the impact both administratively and financially

Must be proficient in MS Word, Excel, and Outlook.

Excellent verbal and written communication skills required.

A professional appearance and telephone manner is essential.

Must have a good command of the English language, oral, and written.

Must be able to work in a fast-paced environment with demonstrated ability to handle multiple tasks.

Needs to be receptive to and accepting guidance from others

Ability to deal with difficult people and problems

Able to work well in a team environment

Able to work in a diverse group of people

Benefits :

Medical, Dental, and Vision insurance

Employer-sponsored Health Savings Account OR Employer-paid enrollment in an Armada supplemental insurance plan

Flexible Spending Accounts (medical and dependent care)

Employer-paid life insurance

Employer-paid long-term disability insurance

Short-term disability insurance

401(k) retirement plan with employer match

Paid time off

Eight paid holidays per year

Free access to onsite gym at Hunt Valley office location

Patient to Physician matching service

Travel assistance program

Employee Assistance Program (EAP)

Employee referral bonus program – earn up to $1500 per hire

Professional development opportunities

Voluntary benefits and discount programs

Hybrid work environment (Tuesday - Thursday in office)

Company events

Employer-sponsored philanthropy initiatives

This role offers a hybrid schedule (in the office Tuesday-Thursday).

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