The Account Executive-Retention is responsible for on-going account management, including renewals, settlements, proposals, benefit exceptions and customer reporting and serves as the primary point of contact for external customer relationships in the Education segment.   

• Develops and executes proactive, creative, and ongoing account initiatives which enhance/maximize sales opportunities.
• Accountable for development and execution of sales strategy for each group customer or prospect keeping in line with segment strategy.
• Works independently to develop and execute client strategy.
• Provides recommendations to Functional Management and/or Senior Management.
• Builds effective relationships with customers/clients/brokers/consultants.
• Responsible for strategic and consultative presentations of products to customers and prospects
• Understands and meets all strategic initiatives and goals within segment, working collaboratively with segment team.
• Understands and effectively communicates rating alternatives and funding arrangements applicable within the segment
• Partners with Underwriting for development of rate proposals and renewals and for development of renewal /cross sell/pricing strategies.
• Identifies health care and cost trends and actively seeks to develop solutions for are and or cost associated with the benefits plan.
• Keeps management informed of relevant opportunities.
• Mentors other associates in sales techniques, account management, and strategic thinking, to increase their competitive & industry knowledge
• Accountable for utilization of CRM tool to maximize sales opportunities.
• Must maintain active sales license for position. 

Qualifications 

• Bachelor’s degree in Business, Risk Management, Marketing or a related field or equivalent work experience.
• A minimum of 3 years’ sales experience to include experience in health insurance/related industry where building relationships and renewing customers is essential.
• Excellent oral and written communication skills required.
• Demonstrated ability to develop and facilitate presentations.
• Negotiation skills required.
• Demonstrated ability to function in a high-volume, highly visible, deadline-oriented environment is essential.
• Knowledge of medical & ancillary products, services, and administration required, as well as a broad understanding of health insurance funding and rating methodologies.
• Demonstrated experience with the MS Office Suite (Word, Excel, PowerPoint) as well as CRM packages, such as ROAM required.
• Candidates must possess active PA State Accident & Health license or obtained within 60 days of hire into position
• Candidates must have a valid driver’s license and a reliable car and must have a cell phone.
• Depending on segment, extensive local and national travel is required.

Independence has implemented a “Hybrid” model which consists of Associates working in the office 3 days a week (Tuesday, Wednesday & Thursday) and remotely 2 days a week (Monday & Friday). This role is designated as a role that fits into the “Hybrid” model. While associates may work remotely on our designated remote days, the work must be performed in the Tri-State Area of Delaware, New Jersey or Pennsylvania

At IBX, everyone can feel valued, supported, and comfortable to be themselves, and all associates have a fair opportunity to achieve their full potential.  We put these principles into action every day by acting with integrity and respect.  Celebrating and embracing diverse thoughts and perspectives that make up our workforce means our company is more vibrant, innovative, and better able to support the people and communities we serve.

Serving more than 8 million people nationwide, including 2.5 million in southeastern Pennsylvania, Independence Health Group — together with its subsidiaries — is the leading health insurance organization in the Philadelphia region. Our mission to build healthier lives for you, your family, and your employees shapes our actions and decisions every day.

At Independence, we see each of our members as an individual, with unique needs and concerns. We’re dedicated to harnessing the very latest ideas and technologies to deliver access to care that meets those needs and surpasses your expectations.  For more information about Independence access our website at www.ibx.com. We’re revolutionizing health care, and our focus is on you!

IBX is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to their age, race, color, religion, sex, national origin, sexual orientation, protected veteran status, or disability.

All resumes submitted directly to an Independence Blue Cross employee from a vendor via email, the Internet or in any other form without a valid written search agreement in place for this position from the Independence Blue Cross Family of Companies Human Resources Department will be deemed the sole property of Independence Blue Cross and the Independence Blue Cross Family of Companies. Please note that no fee will be paid in the event the candidate is hired by Independence Blue Cross or the Independence Blue Cross Family of Companies as a result of the referral or through means other than our established process.