Account Executive I

Posted Yesterday
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San Antonio, TX, USA
In-Office
Senior level
Healthtech
The Role
Manage relationships with mid-sized employer clients and brokers, analyze benefit plan performance, recommend strategies, lead implementation and renewals, ensure compliance, drive retention and upsell WebTPA products, coordinate cross-functional teams, and deliver superior client service.
Summary Generated by Built In

Get To Know Us!

WebTPA, a GuideWell Company, is a healthcare third-party administrator with over 30+ years of experience building unique benefit solutions and managing customized health plans.

Location: 

  • This is a Full time in office position: 19100 Ridgewood Pkwy San Antonio, TX 78259

What is your impact?
The Account Executive I is responsible for managing and directing the front line relationship with clients including, but not limited to, key decision makers – HR leadership, distributors (brokers), and C-level- partners, and coordinating internal staff delivering the total healthcare benefit solution. The Account Executive is responsible for managing the strategic partnership with the clients and all vendors/consultants involved, performing analysis and assessment of the benefit plan, recommending strategies and solutions, ensuring superior service levels and plan effectiveness, overall retention of the business, and upsell WebTPA products – where appropriate.  

What Will You Be Doing: 

  • Key Client Management and Strategy:
    -Manage a block of clients – of generally mid-sized employers
    -Build and maintain effective feedback infrastructure to gather critical intelligence on client satisfaction from all sources related to the client's total product/service delivery system, including brokers, consultants, vendors, partners, stop loss carriers, etc., to assure maximum opportunity to retain the business and related revenues.
    -Analyze and evaluate client's plan performance and seek out opportunities to upsell/cross sell WebTPA products and services, or revenue producing partner products and services, while improving the overall service experience to clients and their members.
    -Build and maintain a strong business/working relationship with clients and distribution networks sufficient to maintain and increase revenues; identify other opportunities and referrals.
    -Develop and maintain a thorough understanding of client’s objectives for their plan; discuss key performance indicators, analyze issues, and recommend/model changes necessary to achieve those objectives.
    -Evaluate client needs and lead cross functional teams to design, plan, configure, and implement products and services on a timely basis - Renewals, New Client implementation. 
    -Schedule and lead client/delivery team meetings; developing and communicating progress against client's plan management strategy; gathering required data, research, and supporting analysis, and handouts/documents to guide the discussion.
    -Review and assess clients benefit plans broadly considering key factors - industry, locations, required product/service mix and compliance factors.
    -Communicate and ensure client compliance with federally and state mandated requirements.
  • Key Client Support:
    -Build and maintain a strong understanding of product/service delivery systems and infrastructure adequate to identify and address problems and issues, including information requests, expeditiously
    -Respond to client inquiries within 24 hours, acknowledging and building expectations for resolution and deliver on commitments
    -Create and maintain a proactive communication strategy with clients, related distributors, business partners, and consultants adequate to identify and address problems and issues expeditiously.
  • Develop and maintain familiarity with WebTPA reporting and analysis tools adequate to report plan performance metrics to brokers, consultants, and clients. 
  • Work as a responsible team member supporting projects relating to problem resolution, research, implementations, enrollments, and renewals. 
  • Assure delivery of fully executed client contracts including but not limited to ASA, Plan document, Compliance, Network, PBM, BAA, etc.


Qualifications
-5+ years related work experience in the health insurance and the benefits administration industry working directly with clients and distribution networks in a healthcare benefit related environment.
-Related Bachelor's degree required in Business, Communications or Healthcare Administration preferred. 

-General Lines license -life, accident, health, and HMO (LAH) 
-Detailed knowledge of Healthcare Reform. 
-Extensive experience in all MS Office applications including Word, Excel, Access and PowerPoint. 
-Strong verbal and written communication skills. Writing samples may be requested as proof. 
-Comfortable working and communicating across operational areas within the organization. 
-Ability to present to clients and executives in a confident manner. 
Managing the message to the intended audience consistent with business objectives 
Negotiating. 
-Extremely driven with the ability to self-manage.

-Ability to analyze and identify problems/issues and propose high-performing solutions. 

-Ability to segment and prioritize workload based on time sensitivities and critical success factors. 
-Well-developed project management skills.

 

What We Can Offer YOU!

To support your wellbeing, comprehensive benefits are offered. As a WebTPA employee, you will have access to:

  • Medical, dental, vision, life and global travel health insurance
  • Income protection benefits: life insurance, Short- and long-term disability programs
  • Leave programs to support personal circumstances.
  • Retirement Savings Plan includes employer contribution and employer match
  • Paid time off, volunteer time off, and 11 holidays
  • Additional voluntary benefits available and a comprehensive wellness program

 

General Physical Demands
Sedentary work: Exerting up to 10 pounds of force occasionally to move objects. Jobs are sedentary if traversing activities are required occasionally. 

Physical/Environmental Activities
Must be able to travel to multiple locations for work (i.e. travel to attend meetings, events, conferences). Occasionally 
We are an Equal Employment Opportunity employer committed to cultivating a work experience where everyone feels like they belong and can perform at their best in pursuit of our mission. All qualified applicants will receive consideration for employment.

Skills Required

  • 5+ years experience in health insurance and benefits administration working directly with clients and distribution networks
  • Related Bachelor's degree (Business, Communications, Healthcare Administration)
  • General Lines license (life, accident, health, and HMO - LAH)
  • Detailed knowledge of Healthcare Reform
  • Extensive experience with MS Office applications (Word, Excel, Access, PowerPoint)
  • Strong verbal and written communication skills; ability to present to clients and executives
  • Ability to work and communicate across operational areas and lead cross-functional teams
  • Demonstrated negotiation skills and ability to manage client relationships to retain and grow revenue
  • Project management skills and ability to prioritize workload
  • Ability to analyze problems and propose high-performing solutions
Am I A Good Fit?
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The Company
Jacksonville, FL
200 Employees
Year Founded: 2014

What We Do

GuideWell Mutual Holding Corporation is a not-for-profit mutual holding company that is the parent to a family of forward-thinking companies focused on transforming health care. We’re at the forefront, forging ahead by innovating, collaborating and advocating for better health. We help people make sense of this new world, forming an integrated ecosystem of products and services and ensuring they get the best experience. We’re relentlessly building and refining to drive higher efficiency and exceptional care. GuideWell – Built for the future of health.

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