Our organization is looking for dynamic individuals who love to learn, thrive on innovation, and are open to exploring new ways to achieve our goals.  If this describes you, we want to speak with you. You can help us achieve our vision to lead nationally in innovating equitable whole-person health.

At Independence, everyone can feel valued, supported, and comfortable to be themselves. Our commitment to equity means that all associates have a fair opportunity to achieve their full potential. We put these principles into action every day by acting with integrity and respect. We stand together to speak out against injustice and to break down barriers to support a more inclusive and equitable workplace. Celebrating and embracing the diverse thoughts and perspectives that make up our workforce means our company is more vibrant, innovative, and better able to support the people and communities we serve.  

• Works with Account/Sales Rep and Functional Management to manage external customer/client/consultant/broker relationships


• Assists Account/Sales Rep in the development and execution of sales strategy for each group customer or prospect.  May create benefit exceptions and submit rate quotes and RFPs.


• Participates in sales meetings, presentations and site visits to cultivate account relationships with Group Leaders, Consultants, Brokers, and Members.  Attends external events with clients as needed.


• Works with Account/Sales Rep and Account Support Representative to ensure that all sales and account related issues are addressed.  Communicates status, issues, risk, exposure and recommendations to same on a timely basis. 


• Builds effective relationships with customers/clients/consultants/brokers which maximize sales opportunities


• Depending on segment may manage a client on an interim or permanent basis.


• Responsible for strategic and consultative presentations of products to customers/clients and prospects.  Provides input and partners with Communications department regarding presentations and sales materials as needed.


• Provides professional presentations and/or open enrollments (where applicable) to a variety of audiences. 


• Works collaboratively with Functional Management, Account/Sales Rep, segment team to understand and meet all strategic initiatives and goals within the segment


• Develops high level of expertise with the Sales competencies to ensure they are modeling the ideal behaviors and skills.


• Works with Account/Sales Rep and segment partners to understand and effectively communicate rating alternatives and funding arrangements applicable within the segment.  May deliver renewals/quotes/no quote decisions (where applicable).


• Actively demonstrates comprehensive understanding of products offerings, the competitive environment and the industry.


• Analyzes and interprets trend data to provide recommendations to maximize sales opportunities.


• Participates in on-going account management, (depending on segment size) including renewals, settlements, proposals, benefit exceptions and customer reporting.


• May mentor Account Support Reps (ASRs) or less experienced Associate Account Executives (AAEs) in sales techniques and strategic thinking, to increase the ASRs’/ AAEs’ competitive & industry knowledge


• Identifies trends, actively seeks to work for resolution of customer issues within segment.


• Accountable for utilization of CRM tool to maximize sales opportunities.


• Depending on segment may be responsible for project management of implementation of sold accounts.  May be responsible for creation of transition sheets with pertinent information of tasks required to move sold accounts from new business to retention team.


• Performs other duties and special projects as required.

Qualifications:

• Bachelor’s degree in Business, Marketing, or related field, or equivalent experience is preferred


• A minimum of two years’ work experience, preferably in sales or fast paced environment where building relationships/repeat customers is essential.


• Excellent oral and written communication skills required. 


• Must have the ability to develop and facilitate presentations.


• Demonstrated ability to function in a high-volume, highly visible, deadline-oriented environment is essential.  Flexibility in a variety of settings and ability to work under pressure.


• Demonstrated experience with the MS Office Suite (Word, Excel, PowerPoint).  


• Strong strategic and analytical skills.  Ability to analyze data and provide solutions.


• Excellent customer and broker/consultant relationship skills.


• Able to work collaboratively with functional areas within segment.


• Self-motivated and goal oriented.


• Able to work independently with drive to excel.


• Knowledge of medical & ancillary products, services, and administration preferred.


• Health insurance experience preferred.


• Experience with Customer Relationship Management packages, such as ROAM strongly preferred.


• Candidates must have reliable transportation to travel to customer/client/consultant/broker meetings and must have cell phone. 


• Out of area travel may be required.


• Candidates must possess active PA State Accident & Health license (or obtained within the first 60 days of hire into position).