Account Advisor
The use of this job is limited to the Commercial business unit. If you believe this to be the best match for your position, please consult with your Human Resources partner prior to using this job (HRBP should work with Compensation). Responsible for partnering with sales and account associates in the growth and retention of existing accounts. Primary duties may include, but are not limited to: Builds relationships internally and externally to meet client needs and understand priorities. 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; communicates with internal partners to assist with upsells. 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; or any combination of education and experience which would provide an equivalent background. Sales license required where necessary. Must have the ability to travel throughout California when requested.
Experience or knowledge of the below systems is a plus:
Sales Force
WGS Or Solution Central