Take the next step in your journey at Inspira Financial. You will help businesses and individuals thrive today, tomorrow, and into retirement. Become part of a company that is people centric and client obsessed in every interaction; a community of forward-thinking individuals focused on driving results to deliver our mission with an unwavering commitment to integrity. Join us as we strengthen and simplify the health and wealth journey � relentlessly pursuing better outcomes for all. We believe in finding the best talent! While some roles are based at one of our office locations, remote roles can sit in any of the following states: AL, AZ, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA and WV. Remote status and role locations are subject to change. Relocation is not provided.
Don�t meet every single requirement? Here at Inspira Financial, we believe there is no �perfect� candidate and want to encourage applying even if all the requirements listed aren�t met. Our goal is to build an authentic workplace by valuing diversity in our candidates. We work to ensure that our team reflects the diversity of the businesses and clients we serve. We are always looking to expand our growing team with dynamic and enthusiastic individuals. If you enjoy a collaborative, fun environment that champions career development, Inspira Financial is the place for you! We look forward to receiving your application! Check out this Inspira Financial video to learn more about our company!
HOW YOU WILL SOAR:
The Account Executive will report to the Sr. Director, Client Management in the CDB Client Services department. This role is responsible for the development and implementation of account management and cross/up sell strategies to build and maintain strong external and internal relationships to achieve client satisfaction, revenue, membership and earnings objectives for existing clients in assigned business segments, products and geographies. This role serves as the primary interface for all products and services and creates demand for the organization's products and services by raising their profile with clients. In addition, the role will identify client specific issues and opportunities, propose solutions, and champion resolution with other operational areas. The incumbent must collaborate with other account managers within the organization and outside consultants/brokers to achieve growth and renewal objectives.
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Proactively build and maintain the relationship with assigned clients
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Achieve revenue, growth, and renewal goals
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Educate clients on consumer directed benefits specific policies, product information, and procedures as well as industry issues and related current topics
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Work in strategic fashion to create client specific solutions.
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Identify competitive gaps and act as change advocate internally
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Ensure clients are kept informed of any regulatory issues and/or developing e trends potentially impacting their benefits program strategy
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Work with clients to make certain that any changes resulting from this activity are appropriately addressed within the context of their business needs and employee benefits strategy
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Assess the competitive environment and develop sales strategies to capitalize on market opportunities and drive a competitive advantage
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Lead finalist presentations related to either new business or growth/cross/up sell opportunities on designated clients
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Other duties as assigned
IF YOU HAVE SOME OR ALL OF THE FOLLOWING, APPLY:
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7-10 years of experience in account management or sales in consumer directed health care benefits
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Bachelor's in business, Sales, Marketing, Healthcare Administration, or related field
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The ideal candidate will have a proven track record of demonstrating:
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Demonstrated ability to perform in complex situations
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Strong influencer
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Experience presenting educational material or compelling story to clients
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Excellent analytical skills with a proactive nature
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Strong organization skills with a drive to meet deadlines
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An affinity for accuracy and efficiency
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Proficiency in Microsoft Excel, Word (including mail merge) and Outlook
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Strong verbal and written communication skills
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An aptitude for prioritization and multi-tasking
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Strong collaboration skills
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A drive to learn and apply new concepts quickly
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Ability to prioritize numerous tasks?
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Experience with Salesforce CRM preferred
Inspira Financial provides health, wealth, retirement, and benefits solutions that strengthen and simplify the health and wealth journey. With more than 7 million clients, representing over $62 billion in assets, Inspira works with thousands of employers, plan sponsors, recordkeepers, TPAs, and other institutional partners � helping the people they care about plan, save, and invest for a brighter future. Inspira relentlessly pursues better outcomes for all with our automatic rollover services, health savings accounts, emergency savings funds, custody services, and more. Learn more at inspirafinancial.com.
We have been recognized for our remarkable growth on lists such as Crain�s Fast 50 and Inc. 5000, and for our outstanding workplace culture and benefits with Built In�s 2023 Best Places to Work and Gallagher�s 2022 Best-In-Class Employer awards.
