Job Description

Team leader and working manager responsible for oversight of team performance and client satisfaction. The Strategic Account Executive is ultimately responsible for client retention and growth, establishing strong client relationships, driving client strategy and escalating issues appropriately. The Strategic Account Executive acts as an advocate for their team members, focusing on individual performance, goal achievement and career advancement while leading the team as a collaborative and supportive unit.

Duties and Responsibilities include:

CLIENT SATISFACTION, RETENTION and GROWTH

• Serves as Account Executive on book of business; serves as escalation point and lead consultant, as needed, for other clients within the book of business.
• Accountable for client retention with a focus on revenue growth through cross sell and upsell.
• Develops relationships with clients partnering with producers and executive sponsors to ensure client satisfaction.
• Reviews book of business monthly outlining growth opportunities and at-risk clients, sharing findings with the Practice Leader.
• Works collaboratively with Growth Leaders on new business and cross sell opportunities, assists with prospecting activities.
• Utilizes NFP regional and national tools and resources for client services and deliverables.
• Collaborates on strategies for clients, sharing new products and services with team members and peers.
• Maintains strong relationships with carriers and vendors; engages in negotiations as necessary to achieve results.

TEAM OVERSIGHT

• Manages team of consultants by providing clearly defined roles and responsibilities.
• Supervises team members for adherence to NFP policies, procedures and service scopes.
• Mentors and coaches team members and provides opportunities for them to set goals, grow and develop in their careers.
• Assigns and manages workloads for team members.
• Subject matter expert and point of escalation for team members.
• Maintains a culture of collaboration, trust and transparency.
• Aids with talent recruitment, participates in interviews and hiring decisions.

COMMUNICATION

• Communicates regularly and effectively with team members and with senior leadership, sharing important updates and addressing problems promptly.
• Collaborates with shared services team on client deliverables, timelines and innovation.
• Shares best practices across the market, the region and nationally, as appropriate.

SKILLS AND EXPERIENCE

• Knowledge of employee benefits with a passion for the business and its evolution
• Strong communication and presentation skills
• Self-starter that can manage to deadlines and outcomes
• Leader with ability to effectively manage a team and demonstrates emotional intelligence
• Internal and external relationship and sales skills
• Analytical skills
• Organizational Skills
• Excel and PowerPoint skills