Account Specialist

Account Specialist

Location: This role requires associates to be in-office 1 - 2 days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance. This approach combines structured office engagement with the autonomy of virtual work, promoting a dynamic and adaptable workplace. Please note that per our policy on hybrid/virtual work, candidates not within a reasonable commuting distance from the posting location(s) will not be considered for employment, unless accommodation is granted as required by law.
The Account Specialist is responsible for supporting strategic sales and account associates in the growth and retention of existing accounts as well as mentoring team members.
How you will make an impact:
Builds external relationships with existing accounts, members, and brokers.
Develops understanding of client needs and priorities.
Manages complex sales, claims, and benefit issues by researching, resolving, and responding to accounts, members and brokers.
Conducts meetings with clients to educate, promote, persuade, and drive opportunities for additional growth and product sales.
Communicates with internal partners to assist with upsells.
Partners with sales support associates on request for proposal ("RFP") responses to brokers and groups.
Updates systems for proposal and sales activities.
Collaborates with internal stakeholders to meet and exceed client expectations.
Supports internal and external client reporting, as needed.
Acts on behalf of Strategic Account associate to respond to client needs, as necessary.
Mentors, coaches, and trains lower-level and/or new support staff.
Minimum Requirements:
Requires a BA/BS and a minimum 3 years of related experience; or any combination of education and experience which would provide an equivalent background.
Sales license required where necessary or the ability to obtain within 60 days of hire.
Preferred Skills, Capabilities and Experiences:
Client facing experience preferred.
Commercial insurance experience preferred.
Job Level: Non-Management Exempt