Senior Account Manager
Apply NowCompany: Lucent Health Solutions LLC
Location: Appleton, WI 54915
Description:
Summary: The Senior Account Executive is the main point of contact with the client and works directly with the broker and clients to understand the customer culture and business objectives as it relates to their benefit plan design. They will provide consultative services to ensure the positive movement toward meeting their benefit plan objectives. The Senior Account Executive identifies marketplace opportunities, prospects and engages new clients, develops proposals for renewals, manages the renewal and contract process that leads to a successful implementation of client groups, works to retain an assigned book of business and, look for opportunities for growth within assigned accounts.
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
Essential Duties and Responsibilities: include the following. Other duties may be assigned.
Travel
This position may occasionally require up to 30% travel in support of Outside Sales Executive and client engagement. Travel may be in or outside the local area and could sometimes require overnight.
Required Education and Experience
At least five years of sales experience at the Account Manager, or Account Executive level. Bachelor's degree or equivalent experience. Five plus years of sales experience in a healthcare insurance organization. Valid Producer License
Preferred Education and Experience
Advanced training in industry related sales techniques. Life Agent License.
Supervisory Responsibilities: This position has no supervisory responsibilities but works closely with Account Managers who helps to manage the AEs assigned groups.
Work Authorization/Security Clearance
Must be a U.S. Citizen or possess authorized credentials as required by the U.S. Citizenship and Immigration Services.
Measures of Performance: The Senior Account Executive shall be performing in an acceptable manner when the following have been accomplished:
1. Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with emotional topics.
2. Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments.
3. Analytical Thinking - Synthesizes complex or diverse information; Collects and researches data; Uses intuition and experience to complement data; Makes a systematic comparison of two or more alternatives; Notices discrepancies and inconsistencies in available information; Approaches a complex task or problem by breaking it down into its component parts and considering each part in detail; Weighs the cost, benefits, risks, and chances for success in making a decision; Designs work flows and procedures.
4. Interpersonal Skills - Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others' ideas and tries new things.
5. Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Tailors the content of speech to the level and experience of the audience; Uses appropriate grammar and choice of words in oral speech; Organizes ideas clearly in oral speech; Responds well to questions; Demonstrates group presentation skills; Participates in meetings.
6. Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.
7. Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed; Listens and responds constructively to other team members' ideas; Offers support for others' ideas and proposals; Is open with other team members about his/her concerns; Expresses disagreement constructively.
8. Quality Management - Looks for ways to improve and promote quality; Demonstrates accuracy and thoroughness.
9. Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values.
10. Judgment - Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions.
11. Quantity - Meets productivity standards; Completes work in timely manner; Strives to increase productivity; Works quickly.
12. Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time.
13. Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals. Completes tasks on time or notifies appropriate person with an alternate plan.
Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience: Bachelor's degree (B.A.) from four-year college or university; or four to five years related experience and/or training in employee benefits administration; or equivalent combination of education and experience. Three to five years' experience in a professional role advising and/or servicing customers (insurance, accounting, banking, real estate, law, etc.)
Language Skills: Ability to read and interpret documents such as operating manuals, instructions and procedure manuals. Ability to write routine reports, and correspondence. Ability to speak effectively before groups of customers or employees of the company.
Mathematical Skills: Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.
Reasoning Ability: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Computer Skills: To perform this job successfully, an individual should have expert level knowledge of Internet software and the Microsoft Office Suite of products. Knowledge of basic office equipment should include: Internet and email, copy and fax machines, postage meter and telephone.
Certificates, Licenses, Registrations: Health and Life License
Physical and Emotional Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The inability to cope with a stressful work environment does not constitute a protected disability.
While performing the duties of this job, the employee is frequently required to sit. The employee is regularly required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms; climb or balance; stoop, kneel, and talk or hear. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, and ability to adjust focus.
Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually very quiet.
Position Type/Expected Hours of Work
Occasional flexible hours may be allowed, but the employee must be available during the "core" work hours of 8:00 a.m. to 5:00 p.m. and must work a minimum of 40 hours each week to maintain full-time status. Evening and weekend work may be required as job duties demand.
Equal Employment Opportunity Policy Statement
Lucent is an Equal Opportunity Employer that does not discriminate based on actual or perceived race, color, creed, religion, alienage or national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and related medical conditions), gender identity, gender expression, transgender status, sexual orientation, marital status, military service and veteran status.
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
Essential Duties and Responsibilities: include the following. Other duties may be assigned.
- Fulfills ongoing service needs for Book of Business to be assigned.
- Coordinates expirations with Producer to obtain renewal and/or new business information.
- Markets new and renewal business; prepares analyses of alternative benefits proposals; prepares marketing materials and client presentations. Maintains underwriting and marketing information by carrier.
- Understands products and determines the opportunity for new product integration.
- Processes renewal or new business enrollment paperwork. Follows-up during process with client and carriers.
- Schedules and performs Quarterly in-person meetings with the Brokers and Clients throughout the year.
- Work with brokers and consultants to analyze benefit plan experience, data and industry trends.
- Serves as a facilitator with regards to calls and/or correspondence from clients and companies regarding insurance, claims, and/or administrative problems, with a goal of successful and efficient problem resolution.
- Participates in and/or leads annual Enrollment/Benefits meetings for client employees.
- Stays abreast of ongoing industry practices, trends and regulations through participation in departmental meetings and educational events as well as through continuous attention to industry briefs, updates and legislative news.
- Regular, predictable attendance is required.
- Ability to get along and work effectively with others.
- Mentors and trains within the Client Services team
Travel
This position may occasionally require up to 30% travel in support of Outside Sales Executive and client engagement. Travel may be in or outside the local area and could sometimes require overnight.
Required Education and Experience
Preferred Education and Experience
Supervisory Responsibilities: This position has no supervisory responsibilities but works closely with Account Managers who helps to manage the AEs assigned groups.
Work Authorization/Security Clearance
Must be a U.S. Citizen or possess authorized credentials as required by the U.S. Citizenship and Immigration Services.
Measures of Performance: The Senior Account Executive shall be performing in an acceptable manner when the following have been accomplished:
1. Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with emotional topics.
2. Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments.
3. Analytical Thinking - Synthesizes complex or diverse information; Collects and researches data; Uses intuition and experience to complement data; Makes a systematic comparison of two or more alternatives; Notices discrepancies and inconsistencies in available information; Approaches a complex task or problem by breaking it down into its component parts and considering each part in detail; Weighs the cost, benefits, risks, and chances for success in making a decision; Designs work flows and procedures.
4. Interpersonal Skills - Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others' ideas and tries new things.
5. Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Tailors the content of speech to the level and experience of the audience; Uses appropriate grammar and choice of words in oral speech; Organizes ideas clearly in oral speech; Responds well to questions; Demonstrates group presentation skills; Participates in meetings.
6. Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.
7. Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed; Listens and responds constructively to other team members' ideas; Offers support for others' ideas and proposals; Is open with other team members about his/her concerns; Expresses disagreement constructively.
8. Quality Management - Looks for ways to improve and promote quality; Demonstrates accuracy and thoroughness.
9. Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values.
10. Judgment - Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions.
11. Quantity - Meets productivity standards; Completes work in timely manner; Strives to increase productivity; Works quickly.
12. Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time.
13. Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals. Completes tasks on time or notifies appropriate person with an alternate plan.
Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience: Bachelor's degree (B.A.) from four-year college or university; or four to five years related experience and/or training in employee benefits administration; or equivalent combination of education and experience. Three to five years' experience in a professional role advising and/or servicing customers (insurance, accounting, banking, real estate, law, etc.)
Language Skills: Ability to read and interpret documents such as operating manuals, instructions and procedure manuals. Ability to write routine reports, and correspondence. Ability to speak effectively before groups of customers or employees of the company.
Mathematical Skills: Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to draw and interpret bar graphs.
Reasoning Ability: Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists. Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Computer Skills: To perform this job successfully, an individual should have expert level knowledge of Internet software and the Microsoft Office Suite of products. Knowledge of basic office equipment should include: Internet and email, copy and fax machines, postage meter and telephone.
Certificates, Licenses, Registrations: Health and Life License
Physical and Emotional Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The inability to cope with a stressful work environment does not constitute a protected disability.
While performing the duties of this job, the employee is frequently required to sit. The employee is regularly required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms; climb or balance; stoop, kneel, and talk or hear. The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, distance vision, and ability to adjust focus.
Work Environment: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually very quiet.
Position Type/Expected Hours of Work
Occasional flexible hours may be allowed, but the employee must be available during the "core" work hours of 8:00 a.m. to 5:00 p.m. and must work a minimum of 40 hours each week to maintain full-time status. Evening and weekend work may be required as job duties demand.
Equal Employment Opportunity Policy Statement
Lucent is an Equal Opportunity Employer that does not discriminate based on actual or perceived race, color, creed, religion, alienage or national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth and related medical conditions), gender identity, gender expression, transgender status, sexual orientation, marital status, military service and veteran status.
Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.