Associate Account Executive

Job Summary

The Associate Account Executive is responsible for supporting new business sales executives or existing business account executives. 

Key Responsibilities/Duties – what you will be doing

• Provides support to 2-3 sales executives in all new and/or existing business sales activities, including developing benefit comparisons by reading and analyzing competitive benefit products and comparing them to one of several P32H benefit products, identifying appropriate plan variations based on direction from Sales/Account Executives during sale/renewal process.
• If new business, scrubs presale quote requests, analyzes case information to prepare for submission to Underwriting. If supporting a new business team, manage account set up for products within the Sales Automation tools according to established departmental guidelines.
• If supporting existing business, responsible for managing the renewal of all accounts through Sales tools, triggering all downstream processes. Acts as primary interface with internal/external HRA and HSA contacts and ensures paperwork and set-up of the group is accurate and timely.
• Acts as liaison between member, clients, brokers and P32H internal departments to reach resolution on broker/customer issues. Represents Harvard Pilgrim at enrollment fairs to answer employee questions about benefits, conducts employee presentations regarding the plan offerings Builds and maintains strong partnerships with brokers and internal contacts.
• Attends and manages follow ups from implementation/renewal meetings, both internally, and with the client/broker directly. Performs sales qualification of leads (following marketing qualification) to determine if it is an active lead. Includes working with brokers to obtain additional information on the status of the lead (renewal date, likelihood to change, current carriers, bid status, etc.) to qualify the lead as “sales ready”. Work with Sales Executive to draft and submit requests for proposal (RFPs), ensuring accuracy of proposal and ensure that it meets the broker/client requirements.
• Assists with presentation preparation for finalist meetings, including identifying appropriate content with direction from the Sales/Account Exec. Perform out-of-the-box thinking, collaborate with others, and make a difference every day. Other duties and projects as assigned.

Other duties and projects as assigned

Qualifications – what you need to perform the job

Education

• Required: (minimum) Bachelor’s degree in a related field
• Preferred: Master’s degree

Experience (minimum years required):

• Required: (minimum) of 1-3 years of experience. Experience in finance or in the healthcare benefits industry working for a group, insurance carrier, broker or general agency preferred.
• Preferred: 1-3 years of experience in account management

Skill Requirements

• Knowledge of group insurance.
• Must possess strong analytical and problem-solving skills.
• Resilient, collaborative, flexible, innovative.

Commitment to Diversity, Equity & Inclusion

Point32Health is committed to making diversity, equity, and inclusion part of everything we do—from product design to the workforce driving that innovation. Our DEI strategy is deeply connected to our core values and will evolve as the changing nature of work shifts. Programming, events, and an inclusion infrastructure play a role in how we spread cultural awareness, train people leaders on engaging with their teams and provide parameters on how to recruit and retain talented and dynamic talent. We welcome all applicants and qualified individuals, who will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.

Who We Are

Point32Health is a leading health and wellbeing organization, delivering an ever-better personalized health care experience to everyone in our communities. At Point32Health, we are building on the quality, nonprofit heritage of our founding organizations, Tufts Health Plan and Harvard Pilgrim Health Care, where we leverage our experience and expertise to help people find their version of healthier living through a broad range of health plans and tools that make navigating health and wellbeing easier.

We enjoy the important work we do every day in service to our members, partners, colleagues and communities.

Scam alert: Point32Health has recently become aware of job posting scams where unauthorized individuals posing as Point32Health recruiters have placed job advertisements and reached out to potential candidates. These advertisements or individuals may ask the applicant to make a payment. Point32Health would never ask an applicant to make a payment related to a job application or job offer, or to pay for workplace equipment. If you have any concerns about the legitimacy of a job posting or recruiting contact, you may contact [email protected]

This job has been posted by Ignyte AI on behalf of Point32Health. Ignyte AI is committed to the fundamental principle of equal opportunity and equal treatment for every prospective and current employee. It is the policy of Ignyte AI not to discriminate based on race, color, national or ethnic origin, ancestry, age, religion, creed, disability, sex and gender, sexual orientation, gender identity and/or expression, military or veteran status, or any other characteristic protected under applicable federal, state or local law.