Senior Sales Account Executive

Pan-American Life Insurance Group (PALIG) is seeking a Senior Sales Account Executive (SAE) that will need to build and maintain effective relationships with a defined customer base to ensure a high level of satisfaction while growing new business. The Senior SAE will be responsible for achieving assigned account objectives and will partner with the producers/brokers to enhance the client experience by proactively taking ownership of the client relationship.
The Senior SAE will represent the entire range of company products and services to assigned customers while leading the customer account planning cycle and ensuring assigned customers’ needs and expectations are met by the Company. The incumbent will serve as the primary contact for agents and sales representatives once the sale of a new account is completed and will also be responsible for the set up and implementation of new accounts.
This position requires that the incumbent be responsible for meeting deadlines, producing quality work product in a fast -paced environment, and providing positive team participation and support.

ESSENTIAL FUNCTIONS:

Broker/Client Relations:

• Serve as the lead consultant on managing broker and client relationships and serve as the direct liaison between clients and carriers
• Lead new business and renewal meetings by partnering with the Account Manager and Sales team to implement a strategic planning process for clients
• Ensure contract renewals, language, and pricing structure is consistent with company policy and guidelines
• Assist client strategies interfacing with employers, carriers, and vendors
• Manage client requests, including problem resolution on administrative and operational issues
• Analyze claims, census, provider, and network database information
• Develop and nurture existing relationships utilizing a proactive approach that focuses on customer retention, new business, product upsells, and product renewals
• Draw from entire spectrum of product line and seek opportunities to execute cross-sell strategies and add other lines of business
• Provide open enrollment meeting support when needed
• Assist in developing an implementation plan with client, including assistance with coordinating and attending enrollment meetings
• Assist and manage contracting paperwork for new producer appointment

Sales Support:

• Support Sales team to provide advice and recommendations (i.e., advantages and disadvantages) to current and prospective clients on benefit plans, based on understanding of client strategic plan and objectives
• Maintain proactive outreach, as needed, on all broker houses
• Assist Sales team on annual utilization review on key accounts
• Support Sales team in reaching monthly goals of new business/broker development
• Promote PALIG products and services to new and existing producers/brokers that align to the LOB’s strategic plan
• Assist RSVPs with follow-up calls to new brokers and provide materials on PALIG products

Quality Control & Account Management Support:

• Assist and manage special projects as needed
• Contribute to development of consulting standards
• Assist Account Managers with developing marketing materials, external organizational communications, and formal responses to proposal requests
• Serve as the lead contact for any matters that require escalation and work promptly to secure an amicable resolution
• Ensure internal compliance with client disclosure requirements, vendor contracts, summary plan documents, and employee communications to align with client expectations and legal requirements

Special Initiatives:

• Perform other duties as assigned

KEY REQUIREMENTS:

• Bachelor’s degree and 3 years of relevant work experience required (an additional 4 years of relevant work experience may be substituted in lieu of degree)
• Must have an active Life, Accident & Health Insurance license or obtain license within six months of full-time employment (must maintain license and continuing education requirements)
• Ability to travel 1 to 2 times per year based on need required
• Competent and proficient understanding of the Microsoft Office suite
• Effective ability to communicate orally or in written form with executives, management, sales, and operations staff
• Excellent comprehension of Account Management principles
• Excellent customer service philosophy
• Excellent project management, time management, and presentation skills
• Strong knowledge of underwriting and actuarial principles preferred
• Strong understanding of health and benefit products, vendor tools and services preferred

KNOWLEDGE, SKILLS & ABILITIES:

• Knowledge of business English, proper spelling, grammar, and punctuation
• Ability to establish and maintain professional relationships with individuals of varying social and cultural backgrounds and with colleagues at all levels
• Ability to demonstrate moral character, honesty, tact, fairness, lack of prejudice, and desire to help when dealing with people
• Ability to perform in a professional appearance and manner
• Ability to work under stressful conditions and competing deadlines
• Excellent problem-solving skills
• Excellent skills in reliability, initiative, and stress tolerance
• Strong attention to detail and ability to self-check work
• Task oriented, excellent organizational skills, and ability to prioritize workload
• Enthusiastic attitude, cooperative team player, adaptable to new or changing circumstances, professional demeanor, sensitive to client needs, self-motivated, creative, and innovative
• Ability to operate a keyboard if required to perform the essential functions of the job

Pan-American Life Insurance Group Offers:

• Base Compensation and Quarterly Bonus Incentives
• A Comprehensive Benefits Package: Medical, Dental, 401K, Paid Time Off, and Tuition Reimbursement (etc.) are some examples. New hires are eligible for medical and dental coverage on the first of the month following 30 days of service.  
• Hybrid Work Opportunities

Who We Are:

Pan-American Life Insurance Group (PALIG) serves the life, accident, and health insurance needs of individuals and businesses in 49 U.S. states, the District of Columbia, Puerto Rico and the U.S. Virgin Islands through its U.S. based member companies - Pan-American Life Insurance Company and Pan-American Assurance Company.

At Pan-American Life, our employees are our greatest asset. We are grateful for the collaborative efforts of our employees and partners, and for the confidence of the policyholders whose life and health we protect. It is through this long-standing commitment that Pan-American Life continues to succeed.

Pan-American Life is an Equal Opportunity Employer/Drug Free Workplace.