Senior Account Executive
CurrentServe as single point of contact, managing an assigned book of business, covering multiple industries and client locationsDevelop client trust and confidence to nurture the partnershipsPartner with Sales Team and actively participate in sales presentations to bring in new businessOnboard new clients and guide them through the TPA/Client partnership process by identifying their needs, creating service instructions specific to their stipulation, creating meaningful Xcel reports to track and trend results, providing training on products, cross-selling products that would enhance their program, reviewing and identifying gaps in service via Key Performance Indicators and collaborating across department lines to initiate corrective action plansTeam up with the financial analyst to review market trends, draft Cost & Terms within Sales Force to reflect percentage increases, and negotiate contract renewals with clients by balancing company financial needs with competitor ratesDemonstrate effective project management skills by managing and conveying deliverables to others as neededObtain data through internal tools and manipulate to identify trends and meaningful information for clients Execute and presents analysis results proficiently to clients, carriers, brokers, and executivesOrganize and lead effective group meetings, including: Claims reviews, Stewardships, and Partnerships Proficient in Excel, PowerPoint, and Sales Force Deliver all messages (written or verbally) in a concise, logical manner with focus on insights and decisions/action Prioritize work effectively within fast moving, challenging role