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The Associate Account Executive works with the Sales Executive and Functional Management to manage external customer, client, consultant, or broker relationships. Assists in the development and execution of sales strategy for each group, customer or prospect. Participate in sales meetings, presentations, and site visits to cultivate account relationships. Ensures all sales and account related issues are addressed. Builds effective relationships with customers, clients, consultants, or brokers in which maximize sales opportunities
• Works with Sales Executive and Functional Management to manage external customer/client/consultant/broker relationships
• Assists Sales Executive in the development and execution of sales strategy for each group customer or prospect. May create benefit exceptions and submit rate quotes and RFPs.
• Participate in sales meetings, presentations and site visits to cultivate account relationships with Group Leaders, Consultants, Brokers, and Members. Attends external events with clients/brokers/consultants as needed.
• Works with Sales Executive and Account Support Representative to ensure that all sales and account related issues are addressed. Communicates status, issues, risk, exposure and recommendations to same on a timely basis.
• Builds effective relationships with customers/clients/consultants/brokers which maximize sales opportunities
• Responsible for strategic and consultative presentations of products to customers/clients and prospects. Provides input and partners with Communications department regarding presentations and sales materials as needed.
• Provides professional presentations and/or open enrollments (where applicable) to a variety of audiences.
• Works collaboratively with Functional Management, Sales Executive, segment team to understand and meet all strategic initiatives and goals within the segment
• Works with Sales Executive and segment partners to understand and effectively communicate rating alternatives and funding arrangements applicable within the segment. May deliver quotes/no quote decisions (where applicable).
• Actively demonstrates comprehensive understanding of products offerings, the competitive environment and the industry.
• Analyzes and interprets trend data to provide recommendations to maximize sales opportunities.
• Participates in on-going account management (depending on segment size) including renewals, settlements, proposals, benefit exceptions and customer reporting.
• May mentor Account Support Reps or less experienced AAEs in sales techniques and strategic thinking, to increase the ASRs'/ AAEs' competitive & industry knowledge
• Identifies trends, actively seeks to work for resolution of customer issues within segment.
• Accountable for utilization of CRM tool to maximize sales opportunities.
• Assist with streamlined transition of sold accounts from new business team to implementation team and/or retention team
• Must maintain active sales license
• Performs other duties and special projects as required
Qualifications:
• Bachelor's degree in Business, Marketing, or related field, or equivalent experience is required.
• A minimum of two years' work experience, preferably in sales or fast paced environment where building relationships/repeat customers is essential.
• Excellent oral and written communication skills required.
• Must have the ability to develop and facilitate presentations.
• Demonstrated ability to function in a high-volume, highly visible, deadline-oriented environment is essential. Flexibility in a variety of settings and ability to work under pressure.
• Demonstrated experience with the MS Office Suite (Word, Excel, PowerPoint).
• Strong strategic and analytical skills. Ability to analyze data and provide solutions.
• Excellent customer and broker/consultant relationship skills.
• Able to work collaboratively with functional areas within segment.
• Self-motivated and goal oriented.
• Able to work independently with drive to excel.
• Knowledge of medical & ancillary products, services, and administration preferred.
• Health insurance experience preferred.
• Experience with Customer Relationship Management packages, such as ROAM strongly preferred.
• Candidates must possess active MN State Accident & Health license (or obtain within the first 60 days of hire into position).
• Candidates must have a valid driver's license and a reliable car for visits to customer/client/consultant/broker meeting locations and must have cell phone.
• Out of area travel may be required.
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.
Must have an Android or iOS device which is compatible with the free Microsoft Authenticator app.