Account Executive I

Get To Know Us!

WebTPA, a GuideWell Company, is a healthcare third-party administrator with over 30+ years of experience building unique benefit solutions and managing customized health plans.

What is your impact?
The Account Executive I is responsible for managing and directing the front line relationship with clients including, but not limited to, key decision makers – HR leadership, distributors (brokers), and C-level- partners, and coordinating internal staff delivering the total healthcare benefit solution. The Account Executive is responsible for managing the strategic partnership with the clients and all vendors/consultants involved, performing analysis and assessment of the benefit plan, recommending strategies and solutions, ensuring superior service levels and plan effectiveness, overall retention of the business, and upsell WebTPA products – where appropriate.  

What Will You Be Doing: 

• Key Client Management and Strategy:
  -Manage a block of clients – of generally mid-sized employers
  -Build and maintain effective feedback infrastructure to gather critical intelligence on client satisfaction from all sources related to the client's total product/service delivery system, including brokers, consultants, vendors, partners, stop loss carriers, etc., to assure maximum opportunity to retain the business and related revenues.
  -Analyze and evaluate client's plan performance and seek out opportunities to upsell/cross sell WebTPA products and services, or revenue producing partner products and services, while improving the overall service experience to clients and their members.
  -Build and maintain a strong business/working relationship with clients and distribution networks sufficient to maintain and increase revenues; identify other opportunities and referrals.
  -Develop and maintain a thorough understanding of client’s objectives for their plan; discuss key performance indicators, analyze issues, and recommend/model changes necessary to achieve those objectives.
  -Evaluate client needs and lead cross functional teams to design, plan, configure, and implement products and services on a timely basis - Renewals, New Client implementation. 
  -Schedule and lead client/delivery team meetings; developing and communicating progress against client's plan management strategy; gathering required data, research, and supporting analysis, and handouts/documents to guide the discussion.
  -Review and assess clients benefit plans broadly considering key factors - industry, locations, required product/service mix and compliance factors.
  -Communicate and ensure client compliance with federally and state mandated requirements.
• Key Client Support:
  -Build and maintain a strong understanding of product/service delivery systems and infrastructure adequate to identify and address problems and issues, including information requests, expeditiously
  -Respond to client inquiries within 24 hours, acknowledging and building expectations for resolution and deliver on commitments
  -Create and maintain a proactive communication strategy with clients, related distributors, business partners, and consultants adequate to identify and address problems and issues expeditiously.
• Develop and maintain familiarity with WebTPA reporting and analysis tools adequate to report plan performance metrics to brokers, consultants, and clients. 
• Work as a responsible team member supporting projects relating to problem resolution, research, implementations, enrollments, and renewals. 
• Assure delivery of fully executed client contracts including but not limited to ASA, Plan document, Compliance, Network, PBM, BAA, etc.

Qualifications
-5+ years related work experience in the health insurance and the benefits administration industry working directly with clients and distribution networks in a healthcare benefit related environment.
-Related Bachelor's degree required in Business, Communications or Healthcare Administration preferred. 

-General Lines license -life, accident, health, and HMO (LAH) preferred
-Detailed knowledge of Healthcare Reform. 
-Extensive experience in all MS Office applications including Word, Excel, Access and PowerPoint. 
-Strong verbal and written communication skills. Writing samples may be requested as proof. 
-Comfortable working and communicating across operational areas within the organization. 
-Ability to present to clients and executives in a confident manner. 
Managing the message to the intended audience consistent with business objectives 
Negotiating. 
-Extremely driven with the ability to self-manage.

-Ability to analyze and identify problems/issues and propose high-performing solutions. 

-Ability to segment and prioritize workload based on time sensitivities and critical success factors. 
-Well-developed project management skills.

General Physical Demands
Sedentary work: Exerting up to 10 pounds of force occasionally to move objects. Jobs are sedentary if traversing activities are required occasionally. 

Physical/Environmental Activities
Must be able to travel to multiple locations for work (i.e. travel to attend meetings, events, conferences). Occasionally 
We are an Equal Employment Opportunity employer committed to cultivating a work experience where everyone feels like they belong and can perform at their best in pursuit of our mission. All qualified applicants will receive consideration for employment.