Account Executive

Posted 8 Days Ago
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Kansas City, MO
In-Office
Junior
Fintech • Insurance
The Role
The Account Executive is responsible for driving sales, establishing partnerships, managing client relationships, and coordinating with internal teams to support business development efforts in Medicare insurance.
Summary Generated by Built In
Company Description

Who We Are:

As a leader in Medicare health insurance distribution, Spring Venture Group guides people through one of their most important life decisions — finding the right insurance coverage. We are on a mission to be the most trusted partner for our customers and our people, enabling empowered decisions along the journey to health and financial well-being.

Spring Venture Group offers incredible culture, benefits, and fantastic income potential in a stable and successful work environment at a Medicare agency. This starts with a workplace that empowers people to do their best work. Come build a rewarding career and make a meaningful impact on peoples’ lives in an environment that values your determination. Join our diverse, inclusive team and get ready to crush your goals!

Job Description

OVERVIEW
The Account Executive, Smart Connect is a dynamic role focused on procuring new business and fostering partnerships. This position is critical in generating and developing new growth opportunities, supporting existing clients, and working across organizations to drive new business. They will direct and coordinate all components of the sales cycle. The Account Executive is instrumental in establishing SmartConnect as the trusted Medicare solution for partners and clients.

This role is based out of the Kansas City area and is a hybrid role, in our office downtown Tuesday, Wednesday, and Thursday.  

ESSENTIAL DUTIES

  • Drive sales of SmartConnect's services to new clients, expanding our Total Addressable Market (TAM) by identifying, pursuing, and closing new business opportunities.
  • Procure new business and work with the VP of Business Development to establish and develop new partnerships.
  • Prospect and generate leads through market research, networking, and outreach.
  • Update and maintain a pipeline of prospective clients and follow up on leads.
  • Provide compelling demonstrations of SmartConnect’s services to prospective clients, highlighting benefits and value propositions.
  • Lead negotiations with clients to close deals, ensuring mutually beneficial agreements.
  • Stay informed about industry trends, competitive landscape, and client needs to adapt sales strategies accordingly.
  • Meet and exceed sales objectives.
  • Develop and maintain strong relationships with key stakeholders, ensuring a deep understanding of their needs and objectives.
  • Serve as the key point of contact for established brokers and national accounts, developing trusted advisor relationships with key accounts and customer stakeholders.
  • Ensure the timely and successful implementation and delivery of our solutions according to customer needs and objectives.
  • Work closely with the Client Service Manager and  Account Management Team to support Broker and Partnered Company needs
  • Gather feedback from clients to inform product improvements and enhance customer satisfaction.
  • Act as the point of contact for all brokerage offices and teams.
  • Handle general broker questions about SmartConnect and provide ad-hoc reporting.
  • Engage with current brokerages to onboard new groups and host training calls to execute SmartConnect’s go-to-market strategy
  • Identify and build relationships with new broker opportunities.
  • Manage broker contracts, ensure proper compensation setup, and handle contract redlines and questions.
  • Work with finance to ensure CPA & Revenue Share payouts are accurate.
  • Coordinate with account management teams to gather necessary data and ensure compliance with security requirements.
  • Act as the point of contact for national brokers
  • Working closely with internal stakeholders, create, maintain, and update B2B sales and marketing materials.
  • Clearly communicate the progress of monthly, quarterly, and annual initiatives as needed to internal and external stakeholders.
  • Additional responsibilities as assigned.

BEHAVIORS 

  • The SVG behaviors are listed below: 
  • Be Aware (Emotional Intelligence)
  • Be Open & Honest (Communication)
  • Be a Team Player (Teamwork and Collaboration) 
  • Be Accomplished (Drive for Results)
  • Be the Example (Develop Self & Empower People)
  • Be Forward Thinking (Strategic Thinking)
  • Be a Problem Solver (Continuous Improvement)

 

    Qualifications

    POSITION REQUIREMENTS 

    • Minimum BA/BS degree or equivalent work experience in a related field
    • Proven experience in account management, business development, or a similar role.
    • Strong understanding of B2B2C business models.  
    • 2-3 years of B2B selling experience is preferred.
    • Excellent communication and relationship-building skills.
    • Ability to manage multiple projects and priorities.
    • Knowledge of Medicare and group coverage options 
    • Management experience preferred

    Skills/Specialties:

    • Comprehensive Medicare knowledge including Medicare Supplement, Medicare Advantage plans, prescription drug plans, and ancillary products
    • Excellent written and verbal communication skills
    • Ability to work interdepartmentally
    • Innovation and problem-solving skills 
    • Detail-oriented and process-minded 
    • Adaptable, self-motivated, proactive 
    • Excellent time management skillsComprehensive Medicare knowledge including Medicare Supplement, Medicare Advantage plans, prescription drug plans, and ancillary products
    • Excellent written and verbal communication skills
    • Ability to work interdepartmentally
    • Innovation and problem-solving skills 
    • Detail-oriented and process-minded 
    • Adaptable, self-motivated, proactive 
    • Excellent time management skills

    Additional Information

    Benefits:

    The Company offers the following benefits for this position, subject to applicable eligibility requirements:

    • Competitive Compensation
    • Medical, Dental and vision benefits after a short waiting period
    • 401(k) matching program
    • Life Insurance, and Short-term and Long-term Disability Insurance
    • Optional enrollment includes HSA/FSA, AD&D, Spousal/Dependent Life Insurance, Travel Assist and Legal Plan
    • Generous paid time off (PTO) program starting off at 15 days your first year
    • 15 paid Holidays (includes holiday break between Christmas and New Years)
    • Annual Volunteer Time Off (VTO) and a donation matching program
    • Employee Assistance Program (EAP) - health and well-being on and off the job
    • Rewards and Recognition
    • Diverse, inclusive and welcoming culture
    • Training program and ongoing support throughout your Venture Spring Venture Group career  

    Security Responsibilities:

    • Operating in alignment with policies and standards
    • Reporting Security Incidents Completing assigned training
    • Protecting assigned organizational assets

    Spring Venture Group is an Equal Opportunity Employer

    Top Skills

    Group Coverage Options
    Medicare Advantage
    Medicare Supplement
    Prescription Drug Plans
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    The Company
    Kansas City, Missouri
    800 Employees

    What We Do

    A Kansas City, Missouri-based digital insurance platform.

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