Builds relationships internally and externally to meet client needs and understand priorities
Experience servicing jumbo accounts highly preferred
Manages high profile sales, claims, and benefit issues by researching, resolving and responding to accounts, members, and brokers
Conducts and facilitates meetings with clients to educate, promote, persuade, and drive opportunities for additional growth and product sales
Responds to request for proposal (“RFP”) in coordination with sales support
Collaborates with internal stakeholders to meet and exceed client expectations
Utilizes internal and external client reporting
Respond directly to client on the behalf of strategic account associates as needed
Mentors and coaches team members while acting as subject matter expert on processes
Completes projects outside the department on matters of significance with the authority to represent the department
Assists with competitive situations within assigned accounts or group market, analyzes information, and develops proposals and execution plans to management

Requires a BA/BS and a minimum of 4 years of related experience
Sales license required where necessary or the ability to obtain within 60 days of hire
Client facing experience preferred
Ability to travel monthly throughout CA strongly preferred

Account Advisor

Key skills