What are the responsibilities and job description for the SCA Senior Sales Account Executive position at Pan-American Life?
Pan-American Life Insurance Group (PALIG) is seeking an SCA Senior Sales Account Executive to join the U.S. Benefits Account Management department. The SCA Senior Sales Account Executive (SAE) will need to build and maintain effective relationships with a defined customer base to ensure a high level of satisfaction while growing new SCA business. The SCA Senior SAE will be responsible for achieving SCA assigned account objectives and will partner with the producers / brokers to enhance the client experience by proactively taking ownership of the client relationship.
The SCA Senior SAE will represent the entire range of company products and services to assigned customers while leading the customer account planning cycle and ensuring assigned customers' needs and expectations are met by the Company. The incumbent will serve as the primary contact for agents and sales representatives related to SCA business once the sale of a new account is completed and will also be responsible for the set up and implementation of new SCA accounts.
This position requires that the incumbent be responsible for meeting deadlines, producing quality work product in a fast-paced environment, and providing positive team participation and support.
ESSENTIAL FUNCTIONS :
Broker / Client Relations
- Serve as the lead consultant on managing broker and client relationships and serve as the direct liaison between clients, brokers, and TPA
- Lead SCA new business and renewal meetings by partnering with the Account Manager, Sales team, and TPA to implement a strategic planning process for clients
- Work with TPA to ensure contract renewals, language, and pricing structure is consistent with company policy and guidelines
- Conduct research, analysis, and evaluation of all plans
- Assist client strategies interfacing with employers, carriers, and vendors
- Assist in managing client requests with TPA, including problem resolution on administrative and operational issues
- Provide administrative analysis, including, but not limited to, trend projections, trend analysis, plan models, and benchmarking analysis
- Develop and nurture existing relationships utilizing a proactive approach that focuses on customer retention, new business, product upsells, and product renewals.
- Draw from entire spectrum of product line and seek opportunities to execute cross-sell strategies and add other lines of business
- Provide open enrollment meeting support when needed
- Assist in developing an implementation plan with client, broker, or TPA, including assistance with coordinating and attending enrollment meetings
- Assist Marketing team with development of SCA-related marketing materials and resources
- Assist and manage contracting paperwork for new producer appointments
- Support Sales team to provide advice and recommendations (i.e., advantages and disadvantages) to current and prospective SCA clients on benefit plans, based on understanding of client strategic plan and objectives
- Maintain proactive outreach (i.e., cold calling), as needed, on all broker houses
- Assist Sales team on annual utilization review on key SCA accounts
- Support Sales team with reaching monthly goals of new SCA business / broker development
- Promote PALIG products and services to new and existing producers / brokers that align to the LOB's strategic plan
- Assist RSVPs with follow-up calls to new brokers and provide materials on PALIG products as needed
- Attend SCA-related conferences / tradeshow events and Open Enrollment meetings which may require occasional overnight travel
- Assist with broker coaching and contactor education to promote PALIG capabilities through onsite meetings, webinars, etc.
Administrative Support
Special Initiatives
KEY REQUIREMENTS :
KNOWLEDGE, SKILLS & ABILITIES (KSA's) :
Pan-American Life Insurance Group Offers :
Who We Are :
Pan-American Life Insurance Group (PALIG) serves the life, accident, and health insurance needs of individuals and businesses in 49 U.S. states, the District of Columbia, Puerto Rico and the U.S. Virgin Islands through its U.S. based member companies - Pan-American Life Insurance Company and Pan-American Assurance Company.
At Pan-American Life, our employees are our greatest asset. We are grateful for the collaborative efforts of our employees and partners, and for the confidence of the policyholders whose life and health we protect. It is through this long-standing commitment that Pan-American Life continues to succeed.
Pan-American Life is an Equal Opportunity Employer / Drug Free Workplace.