JOB SUMMARY
This job is responsible for managing a book of business and the business relationship as a strategic consultant for existing accounts directly or through intermediaries. The incumbent is responsible for renewing accounts and selling new products and services to existing accounts to ensure retention and growth of profitable business.

Please Note: This position is remote, but the candidate needs to reside in CA.

ESSENTIAL RESPONSIBILITIES
Review new products, services, capabilities, and technologies with the client in order to sell assigned product lines, renewals and add-on sales to ensure retention, profitability and growth of existing business.
Manage relationships at senior levels with clients, consultants and brokers/producers by creating valued business partnerships, demonstrating business acumen and cultivating an active network.
Develop appropriate sales solutions giving consideration to increased competition and the changing political environment.
Develop, implement and execute business plans and metrics for retaining and growing membership while enhancing profitability and cross-selling.
Conduct routine service calls and function as the primary Group contact for strategic planning and consultation.
Support customers during the implementation of sales contracts and throughout the relationship by advocating for escalated services issues in a timely and professional manner; taking responsibility for customer satisfaction and loyalty.
Complete and maintain sales projections, finalize rates and benefit adjustments and prepare reports and documents for renewal and sales presentations.
Participate in product development and prepare business programs (i.e. territory specific action plans and strategy for closing sales) and long term strategy for specific account needs. Lead internal partners (Clinical, Analytics, etc.) in delivering client strategy.
Other duties as assigned or requested.

EDUCATION

Required
High School / GED

Substitutions
None

Preferred
Bachelor's Degree in Business Administration, Business Management or related field

EXPERIENCE

Required
2 - 5 years of related and progressive Account or Client Management experience in the area of specialization

Preferred
None

LICENSES or CERTIFICATIONS

Required
State specific Producer License's for Life, Accident & Health are required or must be obtained within 45 days of hire

Preferred
None

SKILLS
Ability to speak publicly and extemporaneously on a variety of subjects
Presentation, communication and negotiation skills
Organizational skills and the ability to meet deadlines
Creativity and Innovation
Persistence & Resilience
Problem Solving
Influence