Account Executive Job Description Sample
If you have a passion for interior design and enjoy building relationships in the local design community, a Design Within Reach studio is the place for you! Our Studios serve as both a retail environment and as community centers for design, inviting constant interaction between the customer, our furniture and our team. DWR's Studio Account Executives are product and sales experts who work to tell the story behind the product by esteemed designers such as Charles and Ray Eames and Jens Risom as well as leading manufacturers like Herman Miller and Knoll. Account Executives grow their client network through in-home visits to clients and trade visits to local industry firms and professionals. As an Account Executive, you'll report to the Studio Proprietor.
What you'll do:
You'll have opportunities to design spaces, reach goals, build sales and build relationships every day as you...
Grow your business on a weekly basis utilizing company programs and tools.
Work strategically to expand the client's connection to the DWR brand and facilitate outreach in your local design community.
Develop and maintain product and design knowledge and industry awareness.
Manage the full client lifecycle to meet and exceed sales goals.
Facilitate the DWR client experience and become an expert on educating clients on each product's story and details.
Travel for in-home client consultations and visits to local trade professionals.
Attend studio meetings, participate in product trainings, share information amongst peers and utilize the web and catalog to foster constant growth of product knowledge base.
Assist in maintaining the Studio's design and visual standards using merchandising guidelines.
Fulfill client needs and resolve issues in a manner consistent with DWR's client experience.
Collaborate with fellow associates and promote a positive team spirit.
Does this sound like you?
This might be you if you have the following skills and abilities...
Background in interior design or architecture.
Retail sales experience or customer success experience.
Ability to communicate with internal and external parties both verbally and in writing.
Ability to identify client needs, problem solve and to understand and explain product features and benefits.
Experience with a POS system and proficiency with MS Office software, web navigation and 3D rendering programs preferred.
Able to routinely move objects weighing over 20 pounds and to understand safety requirements.
DWR Account Executives are eligible for a comprehensive benefits package including medical, dental and vision insurance, paid holidays, parental leave, green transit subsidy and more.
Design Within Reach is committed to diversity and inclusion. We are an equal opportunity employer including veterans and people with disabilities.
Fuel your intellectual curiosity and professional growth. Forrester is an idea company, where smart, motivated, curious people bring a diversity of opinions and the courage of their convictions to collaborate on ideas that change the course of business. Most of all, bring a point of view; here, every voice has value. At Forrester, you'll work with innovative clients at emerging and established brands; these are the business and technology leaders we inspire and who inspire us. The Forrester experience is built on a singular, powerful purpose: to challenge thinking and lead change.
About This Role:
A global research and advisory firm, Forrester serves professionals in 13 key roles across three distinct client segments. Our clients face progressively complex business and technology decisions every day. To help them understand, strategize, and act upon opportunities brought by change, Forrester provides proprietary research, consumer and business data, custom consulting, events and online communities, and peer-to-peer executive programs. We guide leaders in the business technology, marketing and strategy, and technology industry through independent fact-based insight, ensuring their business success today and tomorrow.
The Account Executive has an assigned quota that requires generating and closing new business within the assigned territory. He or she works to develop and execute a territory plan and strategy that will result in high quota attainment. For qualified prospects, the Account Executive must conduct a needs analysis and demonstrate the value of Forrester to potential clients by addressing critical business issues. Upon new client acquisition, this person will collaborate with an account manager to ensure the successful transition of all new business bookings.
Achieve a new business sales quota in the assigned territory.
Prospect and close appropriate accounts from the assigned territory.
Develop and close business by developing interest from IT and marketing technology providers that currently are not Forrester clients.
Sell to CEOs and VP level and above within the prospect's marketing, product, and sales organizations.
Maintain an appropriate sales pipeline to achieve quota, and keep the pipeline updated in Forrester's CRM system (Salesforce.com).
Produce accurate and timely forecasts.
Understand the changing business and technology issues and needs that our potential clients face.
Work with research teams to better understand the Forrester value proposition for prospects.
Develop a complete understanding of Forrester's full array of product offerings, with an emphasis on business outcomes.
A proven track record of prospecting and selling to technology companies.
Proven experience in developing new business, achieving bookings goals, and managing personal sales strategies.
Three or more years of proven experience in successful sales to C-level executives.
Excellent verbal and written communication and presentation skills.
The ability to align client business objectives with Forrester solutions.
Effective organization and time management skills.
A team player.
A high level of business acumen.
The ability to travel.
A bachelor's degree.
Explore #ForresterLife on:
Forrester Research, Inc. is an Equal Opportunity/Affirmative Action Employer that is committed to equal employment opportunity for all qualified individuals without regard to race, color, religion, national origin, ancestry, sex, age, disability, sexual orientation, gender identity and expression, marital status, genetic information, military service, veteran status, or any other status protected by applicable law. Minorities, Women, Individuals with Disabilities, and Veterans are especially encouraged to apply.
At Hill Holliday, we help our clients fight the daily share battle by swinging hard and fighting smart. We stay laser-focused on the most important part of the equation: the idea. Nothing beats a good one. And every day we come to work to think of more of them into existence to help our clients dominate the noisiest of categories.
We also know that work is about more than just, well, work. It's also about the people. And we find that when we let those people do their thing – their curious, tenacious, scrappy, be-happy thing – what results is innovative thinking that wins.
The role of account management at Hill Holliday is to create, manage and expand the conditions for great work and ideas to flourish. We strive to create work that moves people, changes the status quo, and drives our clients' business and our own.
Our account managers are dynamic marketing strategists who know their client's business deeply and proactively bring new thinking and an invaluable outside perspective. They connect the dots and marshal resources and talent to deliver all aspects of modern marketing. They are creative "true believers" who recognize, contribute to, protect, and most importantly bring to life great work and ideas. They drive teams that make things happen so we win for our clients and Hill Holliday.
Expectations and Behaviors:
Dynamic Marketing Strategists
Researches and develops an understanding of our client's industry, competition, customer base, and drivers that impact their business.
Understands client requests thoroughly before bringing to their manager or Creative.
Can craft POVs that demonstrate understanding of client's and HH's priorities.
Open and Curious Versatilists
Shows openness to feedback, new ideas and suggestions from others. Is quick and nimble to implement.
Demonstrates an ability to learn and a desire to handle more complex projects over time.
Displays self-awareness and shows eagerness to learn and develop.
Creative True Believers
Studies cutting edge marketing activities across channels and makes recommendations on which activities will provide the client and the agency with the best results.
Identifies issues and, when possible, makes new and creative recommendations on improvements to their manager.
Takes some calculated risks and brings forward creative suggestions.
Understands the "why" behind Creative work and client requests and is able to communicate this clearly and efficiently to others (verbally and in writing).
Is a true collaborator. Builds strong working relationships with internal and external partners. Receptive to new ideas, creates an environment that encourages information sharing, and actively works with the team to help bring ideas to fruition.
Actively researches, synthetizes and communicates current trends and changes in our industry as well as their client's business.
Asks open-ended questions to get to the root of issue.
Manages change and conflict by offering guidance and support.
Demonstrates a desire and aptitude to present in small and large, internal and external groups.
Demonstrates an aptitude to lead meetings with clear agendas, direction and next steps.
Uses clear and concise communication; is efficient both verbally and in writing.
Manages projects efficiently and effectively so they are completed on time, on budget and inline with client expectations.
Encourages and supports team members.
Audacious spirit with a willingness to take risks for our clients and ourselves by pushing forward good ideas
Ambitious, driven and hard-working
Curious to learn, seek information and an openness to new ideas and approaches
Generous in gratitude and in time
Empathetic to perspective of others
Optimism to imagine a better future state and motivate others to work together towards shared goals
3-5 years of experience in an advertising agency
Bachelor's degree in marketing, communications or related field
TransPerfect Is More Than Just a Job…
Our greatest asset is our people, and nothing is more important to us than ensuring that everyone knows that. Each of our 90+ offices has its own individual identity, and each also has its own unique rewards.
The position of Account Executive is responsible for developing new business relationships and serving as the first level of support to existing clients.
Develop prospective clients through several strategies including internet research, trade show lists, referrals, various professional directories and personal investigation
Foster and close new clients through referrals, cold calling, networking, and other means (trade shows, regional organizations, etc.)
Formulate sales plan to achieve monthly, quarterly, and annual sales targets
Present TransPerfect's solutions via one-on-one, group, online and in-person meetings.
Creatively problem solve to improve current new business development strategy within assigned regional market and vertical industry
Negotiate rates and deadlines with prospective and current clients
Educate prospective and existing clients regarding the translation process, including TransPerfect's rates, justification for turnaround time and competitors' information
Develop a regional/national account strategy as well as program level strategies to achieve the stated revenue and margin goals
Develop an effective understanding of the capabilities, benefits, and competitive advantages of TransPerfect's services
Effectively grow existing high-level customer relationships within clients
Perform other special projects or duties when required
Between 2-4 years of sales experience
Minimum Bachelor's degree or equivalent
Excellent written and verbal English communication skills
Strong interpersonal skills
Excellent problem solving and analytical skills
Effective time management
TransPerfect provides equal employment opportunity to all individuals regardless of their race, color, creed, religion, gender, age, sexual orientation, national origin, disability, veteran status, or any other characteristic protected by state, federal, or local law.
Help Duties Summary
This position is located in the Office of Multi-Family Housing.
This opportunity is also open to Status eligibles under Announcement 19-HUD-374. Please refer to that announcement for details on open period, eligibility, and how to apply.
Learn more about this agency
As an Account Executive, you will:
Understand and evaluate new developments in the market place that could have a potential impact on the business and search for opportunities to enhance business practices to adapt to market changes.
Provide recommendations to management on adjusting the business strategy to adapt to changing market conditions.
Ensure that all policies and procedures are properly observed, all transactions are conducted with authorized personnel, all records and contracts are complete and up to date, and all customer position limits/risk tolerances are observed.
Monitor the portfolio for potential or imminent defaults and proactively communicate relevant pre-default information to the Owner/Management Agent and mortgagee. When appropriate, recommend corrective actions and assist the Owner/Management agent and mortgagee prepare a corrective plan of action to address the problems.
Provide information on the multifamily housing portfolio to various deal stakeholders, as needed. Deliver accurate and timely loan and property level information to the various deal stakeholders such as rating agencies, trustees, special servicers, and bondholders.
Occasional travel - occasional travel may be required
Job family (Series)
1101 General Business And Industry
Help Requirements Conditions of Employment
Click "Print Preview" to review the entire announcement before applying.
Please refer to "Conditions of Employment."
The experience may have been gained in either the public, private sector or volunteer service. One year of experience refers to full-time work; part-time work is considered on a prorated basis. To ensure full credit for your work experience, please indicate dates of employment by month/day/year, and indicate number of hours worked per week on your resume.
The Office of Housing provides vital public services through its nationally administered programs. It oversees the Federal Housing Administration (FHA), the largest mortgage insurer in the world, and regulates important parts of the housing industry. The Office of Housing also helps ensure consumers can access housing counseling and provides affordable rental housing through its Multifamily housing program. The Office of Housing is committed to helping all Americans obtain safe, decent affordable housing.
The Office of Multifamily Housing is responsible for the overall management, development, direction and administration of HUD's Multifamily Housing Programs. HUD's Multifamily programs provide mortgage insurance to HUD-approved lenders to facilitate the construction, substantial rehabilitation, purchase and refinancing of multifamily housing projects. MFH is widely responsible for production, asset management and portfolio oversight, and recapitalization of assisted properties, and field operations. As part of the National Housing Act of 1934, Congress created the Federal Housing Administration (FHA) which later became a part of the Department of Housing and Urban Development's (HUD) Office of Housing in 1965.
You must meet the following requirements by the closing date of this announcement.
Specialized Experience: For the GS-12, you must have one year of specialized experience at a level of difficulty and responsibility equivalent to the GS-11grade level in the Federal service. Specialized experience for this position includes:
- Interpreting and applying the statutes, regulations, and procedures governing housing programs (i.e. 202 or 811 Capital Advance programs, Low Income Housing Tax Credit, HOME Program, Section 8, CDBG, PRACs, Federal Housing Administration (FHA) Multifamily Mortgage Insurance programs ); AND
- Analyzing financial data, comparing statements and recent financial information to project financial data for approval or denial of the following, such as; rent increase approvals, project rental assistance contract renewals, tenant/resident activities, refinancing, prepayments, modification agreements, interest rate reductions, transfers of physical assets, changes in the corporate charter and by-laws, substitution of mortgagors, reinstatements of mortgages, budgets submitted by cooperative and other housing projects, and recommendations for foreclosures/property disposition.
Turbonomic is playing a critical role in the global disruption of IT in the hybrid cloud era. Enterprises around the world are looking to Turbonomic to accelerate the adoption of new technologies, such as Hybrid Cloud. We've had 5 years of consecutive record growth and added logos such as; Apple, Cisco, IBM, BMC and many more, but we're just getting warmed up. If this sounds exciting, come learn more.
We work in an entrepreneurial, creative, and collaborative environment. If you have a passion for pushing your own limits and are eager to make a difference on a winning team, you might be the person we are looking for - click APPLY and tell us why!
What you'll be doing:
Achieving individual sales quotas by prospecting, identifying, and closing strategic deals - quarterbacking from cold call to install
Executing sales campaigns in a respective region to net new business in; the West, Southeast/Central or Northeast
Develop and maintain customer and partner relationships through outbound prospecting and opportunity identification
Employ a hunter mentality to build a book of business within our target commercial accounts
Drive opportunity progression from identification, product demonstrations, technical reviews and implementation
What you'll bring:
Minimum 3-5 years direct sales experience, preferred exposure to closing at the C-Level suite
Proven track record of achieving over 100% of sales quota
Ability to sell into the data center eco-system; i.e. virtualization, converged infrastructure, flash array, storage, application performance monitoring, hybrid cloud etc.
Highly motivated, competitive, and passionate team player who is driven to thrive in an entrepreneurial environment
Exceptional communication and consultative skills to employ solutions based selling
Interest in high technology and emerging market trends within the software defined data center
Experience working in a dynamic startup environment, proven ability to net new business
Highly adaptable, and agile in adjusting to organizational change
Competency in completing duties in a timely and effective manner
Virtualization Sales Certification(s) a big plus
Turbonomic helps thousands of enterprise organizations activate their hybrid cloud journey by leveraging our patented platform to continuously assure that application workloads get precisely the right resources needed to ensure performance and eliminate overspending while maintaining policy compliance.
Turbonomic is the leader in Workload Automation for Hybrid Cloud. Recently, Turbonomic was named an Inc. Fastest Growing Company and a Forbes Cloud 100 Company – both for the third time. We also made the Inc. Best Workplaces 2018 list and locked in strong partnerships with Microsoft, AWS, Cisco and DXC to accelerate our growth. Turbonomic was founded in 2009. We're headquartered in Boston, Massachusetts and we have offices in New York City, White Plains NY, Toronto, Australia and the United Kingdom.
Our company culture creates a workplace that values trust, performance and transparency. This is done through our employees who naturally operate with a sense of fearlessness, collaborate often, are curious learners that have a sense of urgency behind their work and are coachable, but also coaches in their own regard. You also have to like having fun - we have a lot of it. If that sounds like something you'd like to be part of, we'd love to hear from you. To learn more about our company culture, check out our careers site, our careers blog, or our employee podcast.
To make sense of the market opportunity ahead of us, Gartner predicts that 90% of organizations will adopt hybrid cloud infrastructure by 2020. Currently there are 200M workloads in the world, but that is also expected to grow 20% each year to 380M in 2020. And we're sitting right in the middle of this opportunity with the right technology to help move customers forward in their cloud strategy to transform their businesses for the digital age.
Benefits & Perks:
Health, dental and vision coverage – health is a #1 priority for us, we've got you covered.
Unlimited paid time off – flexibility boosts creativity and performance… work-life balance is key.
Pre-tax benefits – medical, dependent care, commuter, 401k.
Access to executives – we have a no-door policy, learn and collaborate with execs.
Beer Fridays, unlimited snacks, cold brew coffee on tap – physiological needs, check.
Game rooms, quiet areas and more – play a round of billiards, table tennis or grab a quiet space to focus
Career advancement – jump in, learn, make an impact and shape your career
The Account Executive will manage tactical execution of programs as well as manage client relationships relative to those programs. The Account Executive will serve as the primary day-to-day contact with clients and coordinate with onsite tactical staff.
Effectively manage direct and digital/email marketing programs for client account, including program recommendations, project execution and results analysis.
Develop and maintain relationships with clients at appropriate levels.
Possess accurate knowledge of all work in progress.
Assist in the generation of presentations, program reporting and status reports.
Work independently and with others as part of a team in a highly organized and detail-oriented manner while coordinating multiple projects simultaneously.
Effectively negotiate client and agency needs and desires.
Provide clients with quality communications both written and verbal. Contribute to and lead client and internal presentations.
Display a proactive nature, willingness to always help, and exemplify solid time management skills.
Bachelor's degree in Business, Marketing or Communications preferred.
3-5 years of Direct Marketing and Email Marketing experience preferred. Applicable internship experience will be considered.
Excellent written & verbal communication skills.
MS Excel, Word and PowerPoint expertise.
Proven track record in execution of detailed projects and ability to demonstrate critical decision making skills.
Manage direct marketing programs for one or more client programs, including strategic planning, project execution and results analysis. Strong emphasis on direct mail and email programs.
Examples of Duties:
Manages execution of projects, delegates tasks and monitors progress to ensure timely, accurate delivery of service
Develops creative briefs, manages development and execution of creative concepts.
Develops data processing specifications. Monitors data processing activities and audits output to ensure accuracy.
Monitors quality control procedures and revises as necessary.
Develops direct marketing recommendations and agency point of views
Conducts competitive research
Develops project estimates
Leads the weekly internal and client status meeting
Conditions of Employment
All job offers are contingent upon successful completion of certain background checks which unless prohibited by applicable law may include criminal history checks, employment verification, education verification, drug screens, credit checks, DMV checks (for driving positions only) and fingerprinting.
Great People, Deserve Great Benefits
We know that we have some of the brightest and most talented associates in the world, and we believe in rewarding them accordingly. If you work here, expect competitive pay, comprehensive health coverage, and endless opportunities to advance your career. From tuition reimbursement to scholarship programs to employee stock purchase plans and 401(k)s, we offer associates a variety of benefits that work as hard for them as they work for us.
Epsilon® is an all-encompassing global marketing innovator. We provide unrivaled data intelligence and customer insights, world-class technology including loyalty, email and CRM platforms and data-driven creative, activation and execution. Epsilon's digital media arm, Conversant, is a leader in personalized digital advertising and insights through its proprietary technology and trove of consumer marketing data, delivering digital marketing with unprecedented scale, accuracy and reach through personalized media programs and through CJ Affiliate, one of the world's largest affiliate marketing networks. Together, we bring personalized marketing to consumers across offline and online channels, at moments of interest, that help drive business growth for brands. An Alliance Data* company, Epsilon employs over 8,000 associates in 70 offices worldwide. For more information, visit www.epsilon.com and follow us on Twitter @EpsilonMktg.
Alliance Data provides equal employment opportunities without regard to race, color, religion, gender, age, national origin, disability, sexual orientation, gender identity, veteran status or any other characteristic protected by law.
For San Francisco Bay Area:
Alliance Data will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of San Francisco Police Code Sections 4901 - 4919, commonly referred to as the San Francisco Fair Chance Ordinance
Alliance Data is an Equal Opportunity Employer.
Alliance Data will provide accommodations to applicants needing accommodations to complete the application process.
Any applicant offered employment will be required to establish that they are legally authorized to work in the United States for Alliance Data.
Alliance Data participates in E-Verify.
Alliance Data will consider for employment qualified applicants with criminal and credit histories in a manner consistent with the requirements of all applicable laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.
Department: Account Management
FLSA Status: Exempt
Summary: This is a full-time position, requiring the Account Executive to interact with clients and develop relationships in order to meet clients’ needs. The Account Executive will research, analyze, and evaluate medical, dental, life, disability and other benefit plans and act as a benefit advisor to clients. This role requires the employee to provide strong support to the Director to whom they report.
Essential Duties and
- Day-to-day client servicing including eligibility issues and specific client questions and needs.
- Develop and maintain ongoing relationships with clients and carrier representatives and the Account Management team.
- Act as the subject matter expert in terms of Health & Benefits and vendor/carrier products and services.
- Anticipate client needs and identify the strategies to solve them.
- Prepare annual client renewals, plan marketing and renewal meeting presentations.
- Market and analyze insurance plans, negotiate with carriers and recommend renewal actions. Oversee implementations of new business.
- Prepare employee presentations and attend open enrollment meetings.
- Prepare and present Client Benefits Review, Claim Report Analysis and Pre-Renewal Estimates.
- Review Benefit Plan Summaries and carrier source documents for accuracy.
- Annual projects for clients including FSA Non-Discrimination Testing and Imputed Income Calculations.
- Keep clients aware of all industry trends and events, including all state and federal regulatory issues and updates. Explain legislative guidelines including COBRA, HIPPA, ERISA, Section 125, ARRA and Health Care Reform to clients; Keep clients aware of updates on all guidelines.
- Build and maintain corporate wellness programs by using healthcare carrier and third party vendors as resources.
- Oversee yearly Wellness Fairs and Flu Shot clinics.
- Provide high level review of the work of Account Managers and provide informal mentorship to them.
- Ensure all client data is entered into CRM System (SalesForce) in a timely manner.
- Additional duties as assigned.
Knowledge, Skills and/or Abilities
- Knowledge of benefits administration, HealthCare Reform, industry trends, carrier products and services
- Ability to work independently and anticipate client and team needs
- Demonstration of project management and consulting skills
- Effective time management and decision making skills
- Ability to express ideas clearly in both written and oral communications
- Strong Microsoft Excel and PowerPoint skills
Education and/or Experience:
- Four Year college or university degree with course work in Human Resources Management, Business Administration, and Industrial Psychology, Economics or Healthcare related field.
- 3+ years of health and welfare consulting experience.
Certificates, Licenses, Registration:
- NYS Life, Accident and Health License required
- GBA or CEBS Certification a plus
NFP offers a comprehensive benefits package to all our full-time employees, including medical, prescription, dental and vision insurance, health care flexible spending accounts and health savings accounts. We also offer life insurance, short- and long- term disability, a 401(k) plan, paid time off, and education assistance program and many other benefits
They must be a strategic thinker with exceptional prospecting skills, high energy and a structured solution selling process. They are natural leaders with a desire to win in a collaborative, team environment.
Identify, uncover, and develop account opportunities. Up selling and leveraging business from new and established customer relationships. Excellent ability to properly qualify projects to maximize an efficient sales cycle.
Develop and deliver custom sales presentations and demonstrations. Choreograph and conduct on-site assessments of customer requirements and needs. Collaborate with internal creative department and clients to assist in development of effective advertising campaigns.
Partner with Charting, Creative, Operations and Administrative staff to ensure on time delivery of advertisements in agreed upon locations. Assist in the resolution of issues related to billing and accounts. Knowledge & Experience:
Ability to successfully work under tight project deadlines. Ability to understand existing business processes as well as investigate and troubleshoot issues in a time critical environment. Ability to link vision and strategy with overall business objectives and communicate rationale in a compelling, concise manner.
Demonstrate a repertoire of skills such as scheduling, prioritizing, organizing, planning, problem solving, decision-making, financial savvy, and attention to detail, and follow through. Maintain a big picture, strategic outlook with the ability to iterate from company strategy and planning. Self-motivated, standout colleague, action-and-results oriented.
Well organized, exceptional communication and presentation skills- effective communicator/presenter to groups of all sizes and levels of management. Extraordinary selling capability. Ability to sell at all levels including C-Level positions.
Preferred Qualifications/Education: Demonstrated relationship building skills that extend to internal team members in pre/post-sales. Proficiency in all aspects of the sales cycle, including qualifying accounts.
Experience selling mobile mobile/digital advertising ecosystem a plus. Ability to understand products and effectively identify how it can provide value to a prospective customer. Ability to work within a dynamic and fast-paced environment.
College degree or equivalent practical experience. 2+ years’ experience in outside sales. Media sales experience a plus. Local Market knowledge preferred.
To all Recruitment Agencies: OUTFRONT Media LLC does not accept agency and unsolicited resumes. Please do not forward resumes to our OUTFRONT Media employees or any other company location.
OUTFRONT Media is not responsible for any fees related to unsolicited resumes. OUTFRONT Media Is An Equal Opportunity Employer All applicants shall receive equal consideration without regard to race, color, religion, gender, marital status, gender identity or expression, sexual orientation, national origin, age, veteran status or disability. Please refer to the OUTFRONT Media Affirmative Action policy statement.
Job FamilyClient Mgmt Services
Job Description SummaryAre you a people person? Can you walk into a room and strike up a conversation with just about anyone? Do you thrive in being the Quarterback of a team?
If your answer is yes, we are looking for you!Job Description
What You Will Do: You will serve as an internal resource responsible for employee benefit plan retention and client satisfaction. This is an extremely client-facing role where you will be a direct representative of the company through proactive phone and email contact. Working hand in hand with several other departments, you will be the cornerstone of account development.
What You Will Learn: The Account Executive is an integral partner in managing customer satisfaction and building relationships. You will learn what it means to work for a company that is heavily invested in its employees, and in future growth.
What Success Looks Like:
Conduct required number of renewal plan reviews and service meetings with clients and brokers, either in person or virtual meetings. Bring consultative elements to relationships with the goal of enhancing client, broker, enrollment firm and TPA loyalty.
Serve as the escalation point for resolution of non-routine issues related to service, including researching and identifying the root cause, designing a strategy to resolve issues and managing resources to resolution.
Consult with clients and brokers on employee benefit plan design issues. Interpret and explain plan provisions to accomplish client goals. Forward requests for plan changes through appropriate channels for processing.
Drive cross sell opportunities to enhance individual client and enterprise profitability.
Conduct an annual review of the service needs of the client and present any issue resolution if necessary.
Train clients on company processes, procedures and resources, including all systems/technology for participants and employers.
Consult with assigned clients for ongoing billing issues and root cause resolution.
Consult on participant communications strategy and options with clients and brokers/enrollment firm. Schedule workshops and facilitate fulfillment of enrollment materials. Report back to clients and brokers/enrollment firms on success of strategies and programs.
Consult with clients and brokers on plan options in advance or following a corporate action, such as a company merger or acquisition.
Assist the Sales team with finals presentations, acting as the subject matter expert on topics such as the company service model, installation process, ongoing administration, plan design, communications programs and procedures
Contribute to and participate in department and organization-wide projects designed to enhance service, improve internal training, and improve client satisfaction and retention.
Utilize CRM software or Salesforce and other reporting mechanisms to maintain accurate client files and to keep track of weekly calls, sales and production.
Process and communicate Broker of Record changes as received/notified and work with broker/enrollment firm to complete any necessary appointment paperwork.
Adhere to process and documentation standards to minimize operational risk and loss.
What You Need:
Bachelor's degree in Marketing or related field; or equivalent combination of education and experience.
One year insurance experience in enrollment or sales and marketing role.
Demonstrated skills in dealing directly with clients.
Excellent attention to detail, project management and organizational skills.
Strong working knowledge of Microsoft Office including Word, Excel, PowerPoint and ability to learn additional software applications as needed.
Solid knowledge of employee benefit programs and in plan management, including, but not limited to technical, compliance, administration and participant solutions.
Life and Health License or willing to obtain within 6 months
Worksite Marketing and Products knowledge.
What You Receive:
A Comprehensive Wealth + Health package. It's our passion to empower people, and especially our employees, to add years to their lives and more life to their years. That means a healthy account balance and a healthy body to match. As you'll come to discover, Wealth + Health is a central part of everything we do!
Wealth Benefits; Competitive Pay, Bonus, and Benefits Package; Pension Plan, 401k Match, Employee Stock Purchase Plan, Tuition Reimbursement, Disability Insurance, Stock Purchase Plan, Employee Discounts, Career Training & Development Opportunities, Certification Sponsorship
Health and Work/Life Balance Benefits; Be Well Company sponsored holistic wellness program which includes Wellness Coaching and reward dollars, Parental Leave, Adoption Assistance, Employee Assistance Program, College Coach Program, Back-up Care Program, Paid Time Off to Volunteer, Employee Matching Gifts Program, Employee Resource Groups, Inclusion and Diversity Programs, Employee Recognition Program.
Why Work for Us
Total Rewards at Transamerica: It's more than a paycheck.
Our comprehensive Total Rewards package is designed to help support you in many ways — throughout all stages of your life and career. We provide a competitive, market-driven program that encompasses base compensation, bonus potential, retirement, health and wellness benefits, learning and development opportunities, plus great employee perks. All designed with you in mind… to help you live your best life, grow personally and professionally - and feel valued for the work you do.
Learn more about our Total Rewards Package.
Equal Opportunity Employer:
Transamerica Life Insurance Company is an Equal Employment Opportunity employer and does not discriminate against any applicant or employee because of age, religion, sex, gender identity, genetic information, race, color, national origin, pregnancy, sexual orientation, marital status, participation in the uniformed services (e.g. U.S. Armed Forces, National Guard), physical or mental disability, or any other status protected by federal, state, or local equal employment opportunities laws.
Applicants with physical or mental disabilities may be entitled to a form of reasonable accommodation under the Americans with Disabilities Act and certain state and local laws. A reasonable accommodation is a change in the way things are normally done which will insure equal employment opportunity without imposing undue hardship on the Transamerica Companies. Please contact: firstname.lastname@example.org if you are a job seeker with a disability, or are assisting someone with a disability, and require assistance to apply for one of our jobs.
Our Company is committed to providing accessibility to those with disabilities in a manner that is consistent with the principles of independence, dignity, integration and equality of opportunity, that is in compliance with the Accessibility for Ontarians with Disabilities Act 2005 ("AODA"). Please contact email@example.com if you are a job seeker with a disability, or are assisting someone with a disability, and require assistance to apply for one of our jobs.
If you experience technical problems during the application process, please email firstname.lastname@example.org.
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