Lead Account Executive, Connected Living
Pennsylvania Virtual, United States
The Lead Account Executive is responsible for mentoring and leading new and existing assigned Account Executive team members for business knowledge and skill set development, and improvement in job performance. This person will align with management, support teams and clients to assist with identifying areas of opportunity for improvement in job functions, processes and procedures; and formulate action plans to coordinate the resources and requirements necessary to manage implementation of the plans to completion. The incumbent will lead by example to motivate and fosters a cohesive, creative, and positive work environment with counterparts, internal support teams and management for achievement of optimal work performance and communication.
What will be my duties and responsibilities in this job?
Manages day to day relationships with assigned clients to maintain maximum client satisfaction
- Develops and maintains positive relationships with key contacts within client organization at various levels.
- Provides accurate and timely responses to clients.
- Supports with introduction and implementation of opportunities that advance strategic solutions within the client.
- Reports quality issues upward for transparency and follow thru on resolution.
- Monitors service performance to ensure client commitments are satisfied.
- Communicates and meets regularly with senior representatives of client organization.
Manages overall business relationship for assigned clients
- Identifies, presents and (when agreement is obtained) manages implementation of new business opportunities and/or program enhancements for revenue growth and retention.
- Implements program enhancements that reduce expenses for Assurant.
- Demonstrates clear understanding of financial arrangements.
- Regularly monitors key business metrics and revenue goals to ensure they are being met and provide narratives to management.
- Prepares and conducts Business Reviews by coordinating, creating, and verifying all documentation and all other participation and logistical arrangements.
- Develops recommendations based on program performance through financial analysis, reports any problem areas and provides solutions and alternative recommendations to Client and/or Assurant.
Assure client follows regulatory guidelines provided by Assurant
- Advocates and manages change requirements for clients as specified by Assurant and the various supporting functional teams to comply with all business guidelines and state compliance and governed statutes.
- Ensures quality of business arrangement data from sales through set-up process and on-going changes to ensure agreed to business arrangement remains intact.
Client contracting
- Manages contracting and re-contracting process as required by VPS management and the assigned clients. This includes interacting with various levels (CFO, Chief Compliance Officer, Chief General Counsel, Actuarial, Country Managers, Sales Leaders) internally and within the client. This includes facilitating resolution of …
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- Communication
- Conduct business reviews
- Develop business strategies
- Documentation
- Financial analysis
- Manage client relationships
- Monitor service performance
Account management Analysis Business administration Business Development Business reviews Client Relations Communication Compensation Compliance Contract management Customer Experience Development Documentation Feedback Financial analysis Insurance Insurance Products Management Marketing Mentoring Metrics Organization Partnering Presentation Process Improvement Revenue growth Sales Service Contracts Services Strategic solutions Team Leadership Telecommunications Verbal communication
Experience5 years
EducationBachelor Bachelor's degree Business Business Administration Compliance Equivalent Equivalent work experience Insurance Management Marketing Related Field
Certifications TimezonesAmerica/Anchorage America/Chicago America/Denver America/Los_Angeles America/New_York Pacific/Honolulu UTC-10 UTC-5 UTC-6 UTC-7 UTC-8 UTC-9