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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.
Job Responsibility:
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
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
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