USAble Life
Licensed Insurance Account Executive - Remote in Portland, OR or Seattle, WA
USAble Life, Portland, Oregon, United States, 97204
When it comes to making a meaningful difference in the lives of our customers and employees, USAble Life is always ready. We are a diverse group of individuals working together to go the extra mile. Through our DEI initiatives, employees feel empowered to bring their talents and voice to our culture.
Our passion for delivering the best products is matched only by our passion for our people. We are committed to making a meaningful difference in the lives of others which extends beyond our office walls. USAble Life has a long tradition of supporting our communities, and we're proud of the fact that our employees share that commitment.
We have been recognized as a "Best Places to Work" in Arkansas, Florida, and Hawaii. You'll be rewarded with opportunities for personal and professional development and opportunities for advancement. This, coupled with our engaging culture and a comprehensive benefits package, ensures we are committed to our employees.
Check out how we make a meaningful difference in the lives of others!
What We Offer You:
A culture that values employees and celebrates, empowers, and inspires a diverse workforceOutstanding and affordable benefits packageYearly bonus potential and annual increasesPTO provided at date of hire11 paid holidays401(k) with up to 6% match; fully vested from day 1Remote opportunities with company-provided equipmentTeam-oriented, collaborative group of peersCareer advancement opportunitiesTuition ReimbursementEmployee Assistance ProgramInclusion Council and Employee Resource GroupsRecharge Days and Volunteer Time OffThis is a remote position in Portland.
The starting salary for the Account Executive is $50,000 to $87,400. Actual salaries will vary by geographic location and are based on factors such as candidate's qualifications, experience, skills, competencies, and company equity. In addition to base compensation, this role is eligible for an incentive plan.
Account Executive Overview
This position is responsible for managing accounts and overall service quality and plan administration for assigned partners, agencies and/or brokers. Responsible for building and maintaining strong customer relationships, ensuring customer satisfaction, achieving retention goals, renewal delivery and cross-sell and upsell efforts. Contributes to the development and implementation of service strategies to ensure effective plan administration. Actively participates in process improvement efforts, handles customer escalations, and provides critical sales support.
Essential Duties
Manages accounts for assigned customers with accountability for overall service quality, renewal delivery, retention and identification/pursuit of cross-sell and upsell opportunities.Serves as liaison between home office and assigned clients. Works closely with partner service and sales representatives, agencies and/or brokers to provide essential communications, support issue resolution and answer questions.Provides prompt, efficient, detailed, customer-oriented service. Provides end-to-end service resolution. Researches and resolves questions and issues surfaced by customers. Engages internal teams on escalated service issues, including membership eligibility, billing, customer service, plan set-up, and claim payment.Identifies and pursues potential cross sell and upsell opportunities for existing accounts to achieve retention goals. Reviews and recommends products for clients. Reviews block of business for profitable growth and develops strategies to execute on increasing overall block health.Handles renewals for assigned accounts, including product, pricing and negotiation, and delivering renewals to clients.Prepares correspondence and presents performance reports to clients to ensure optimal plan administration. Develops, monitors and reviews performance reports and service performance trends for each account against the plan and recommends specific actions or remedies as necessary.Contributes to process improvement efforts to better service our distribution channels.Other duties as assigned.
Required Knowledge, Skills and Abilities
Basic knowledge of insurance industry and company insurance productsBasic knowledge of the marketing and sales process and customer purchasing needsStrong customer service orientation and skillsProblem solving and analytical skillsExcellent oral, written, and interpersonal communication skillsIntermediate level MS Word, Excel, and PowerPoint skillsProject management and organization skillsAbility to identify customer needs and work with sales staff to help identify opportunitiesAbility to multi-task and perform under deadline pressureAbility to develop and strengthen relationships with multiple business partnersTravel required to support relationship building with key accounts - 25% of time
Required Education and Experience
Bachelor's Degree in Business Management, Business Administration, related field, or equivalent related experience2+ years of related experience in insurance sales, service and/or account managementOr equivalent military experienceActive Insurance Producer license in Health & Life (must be obtained within 60 days of employment and is a condition of employment) in your state of residence
#USAL1
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Our passion for delivering the best products is matched only by our passion for our people. We are committed to making a meaningful difference in the lives of others which extends beyond our office walls. USAble Life has a long tradition of supporting our communities, and we're proud of the fact that our employees share that commitment.
We have been recognized as a "Best Places to Work" in Arkansas, Florida, and Hawaii. You'll be rewarded with opportunities for personal and professional development and opportunities for advancement. This, coupled with our engaging culture and a comprehensive benefits package, ensures we are committed to our employees.
Check out how we make a meaningful difference in the lives of others!
What We Offer You:
A culture that values employees and celebrates, empowers, and inspires a diverse workforceOutstanding and affordable benefits packageYearly bonus potential and annual increasesPTO provided at date of hire11 paid holidays401(k) with up to 6% match; fully vested from day 1Remote opportunities with company-provided equipmentTeam-oriented, collaborative group of peersCareer advancement opportunitiesTuition ReimbursementEmployee Assistance ProgramInclusion Council and Employee Resource GroupsRecharge Days and Volunteer Time OffThis is a remote position in Portland.
The starting salary for the Account Executive is $50,000 to $87,400. Actual salaries will vary by geographic location and are based on factors such as candidate's qualifications, experience, skills, competencies, and company equity. In addition to base compensation, this role is eligible for an incentive plan.
Account Executive Overview
This position is responsible for managing accounts and overall service quality and plan administration for assigned partners, agencies and/or brokers. Responsible for building and maintaining strong customer relationships, ensuring customer satisfaction, achieving retention goals, renewal delivery and cross-sell and upsell efforts. Contributes to the development and implementation of service strategies to ensure effective plan administration. Actively participates in process improvement efforts, handles customer escalations, and provides critical sales support.
Essential Duties
Manages accounts for assigned customers with accountability for overall service quality, renewal delivery, retention and identification/pursuit of cross-sell and upsell opportunities.Serves as liaison between home office and assigned clients. Works closely with partner service and sales representatives, agencies and/or brokers to provide essential communications, support issue resolution and answer questions.Provides prompt, efficient, detailed, customer-oriented service. Provides end-to-end service resolution. Researches and resolves questions and issues surfaced by customers. Engages internal teams on escalated service issues, including membership eligibility, billing, customer service, plan set-up, and claim payment.Identifies and pursues potential cross sell and upsell opportunities for existing accounts to achieve retention goals. Reviews and recommends products for clients. Reviews block of business for profitable growth and develops strategies to execute on increasing overall block health.Handles renewals for assigned accounts, including product, pricing and negotiation, and delivering renewals to clients.Prepares correspondence and presents performance reports to clients to ensure optimal plan administration. Develops, monitors and reviews performance reports and service performance trends for each account against the plan and recommends specific actions or remedies as necessary.Contributes to process improvement efforts to better service our distribution channels.Other duties as assigned.
Required Knowledge, Skills and Abilities
Basic knowledge of insurance industry and company insurance productsBasic knowledge of the marketing and sales process and customer purchasing needsStrong customer service orientation and skillsProblem solving and analytical skillsExcellent oral, written, and interpersonal communication skillsIntermediate level MS Word, Excel, and PowerPoint skillsProject management and organization skillsAbility to identify customer needs and work with sales staff to help identify opportunitiesAbility to multi-task and perform under deadline pressureAbility to develop and strengthen relationships with multiple business partnersTravel required to support relationship building with key accounts - 25% of time
Required Education and Experience
Bachelor's Degree in Business Management, Business Administration, related field, or equivalent related experience2+ years of related experience in insurance sales, service and/or account managementOr equivalent military experienceActive Insurance Producer license in Health & Life (must be obtained within 60 days of employment and is a condition of employment) in your state of residence
#USAL1
#J-18808-Ljbffr