Account Executive
Posted 2025-08-23
Remote, USA
Full Time
Immediate Start
<p>As an <strong>Account Executive</strong>, you’ll be a trusted advisor to our key clients and brokers—managing relationships, solving problems, and contributing to strategic growth initiatives. You'll work closely with Regional Sales Directors to drive revenue, manage renewals, and support the long-term success of our partnerships.</p>
<p>This is more than a support role—it's a growth-focused, client-facing position with plenty of opportunities to make a measurable impact.</p>
<p><strong>Key Responsibilities:</strong></p>
<ul>
<li>Serve as the primary point of contact for key accounts, managing relationships and addressing service issues with confidence.</li>
<li>Collaborate with Regional Sales Directors (RSDs) to identify revenue opportunities and support execution of client strategies.</li>
<li>Analyze sales and performance data to provide insights during quarterly business reviews and strategic planning.</li>
<li>Support client retention and new business efforts through proposals, customized presentations, and internal reporting.</li>
<li>Conduct market research to uncover growth opportunities across general agencies.</li>
<li>Maintain CRM records, ensuring data accuracy for client interactions, sales activity, and renewal tracking.</li>
<li>Partner cross-functionally with internal teams to ensure deliverables are met and client expectations exceeded.</li>
</ul>
<p><strong>Requirements:</strong></p>
<ul>
<li><strong>3+ years</strong> of experience in the <strong>supplemental and/or health insurance industry</strong> (supplemental benefits strongly preferred).</li>
<li><strong>Life & Health insurance license</strong> required.</li>
<li>Proven success in <strong>client relationship management</strong>, <strong>business development</strong>, and <strong>retention</strong>.</li>
<li>Strong <strong>analytical</strong>, <strong>communication</strong>, and <strong>problem-solving skills</strong>.</li>
<li>Experience with tools like <strong>Microsoft Office, Salesforce, Selerix, and Employee Navigator</strong>.</li>
<li>Ability to <strong>juggle multiple priorities</strong> in a dynamic, client-first environment.</li>
</ul>
<p><strong>🌟</strong><strong> Why Join Us?</strong></p>
<ul>
<li>Be part of a mission-driven, collaborative team.</li>
<li>Make a direct impact on our sales strategy and client experience.</li>
<li>Work in a supportive environment where your ideas and initiative are valued.</li>
<li>Enjoy opportunities for career advancement and professional development.</li>
</ul>
<p>Pay Range:</p>
<ul>
<li>$71,500.00 - $105,400.00/annually</li>
</ul>
<p>Salary is commensurate to experience, location, etc.</p>
<p>#VIZI</p>
<p>This is more than a support role—it's a growth-focused, client-facing position with plenty of opportunities to make a measurable impact.</p>
<p><strong>Key Responsibilities:</strong></p>
<ul>
<li>Serve as the primary point of contact for key accounts, managing relationships and addressing service issues with confidence.</li>
<li>Collaborate with Regional Sales Directors (RSDs) to identify revenue opportunities and support execution of client strategies.</li>
<li>Analyze sales and performance data to provide insights during quarterly business reviews and strategic planning.</li>
<li>Support client retention and new business efforts through proposals, customized presentations, and internal reporting.</li>
<li>Conduct market research to uncover growth opportunities across general agencies.</li>
<li>Maintain CRM records, ensuring data accuracy for client interactions, sales activity, and renewal tracking.</li>
<li>Partner cross-functionally with internal teams to ensure deliverables are met and client expectations exceeded.</li>
</ul>
<p><strong>Requirements:</strong></p>
<ul>
<li><strong>3+ years</strong> of experience in the <strong>supplemental and/or health insurance industry</strong> (supplemental benefits strongly preferred).</li>
<li><strong>Life & Health insurance license</strong> required.</li>
<li>Proven success in <strong>client relationship management</strong>, <strong>business development</strong>, and <strong>retention</strong>.</li>
<li>Strong <strong>analytical</strong>, <strong>communication</strong>, and <strong>problem-solving skills</strong>.</li>
<li>Experience with tools like <strong>Microsoft Office, Salesforce, Selerix, and Employee Navigator</strong>.</li>
<li>Ability to <strong>juggle multiple priorities</strong> in a dynamic, client-first environment.</li>
</ul>
<p><strong>🌟</strong><strong> Why Join Us?</strong></p>
<ul>
<li>Be part of a mission-driven, collaborative team.</li>
<li>Make a direct impact on our sales strategy and client experience.</li>
<li>Work in a supportive environment where your ideas and initiative are valued.</li>
<li>Enjoy opportunities for career advancement and professional development.</li>
</ul>
<p>Pay Range:</p>
<ul>
<li>$71,500.00 - $105,400.00/annually</li>
</ul>
<p>Salary is commensurate to experience, location, etc.</p>
<p>#VIZI</p>