Account Executive I

GuideWell Source

Account Executive managing front-line relationships with clients and coordinating healthcare solutions. Responsible for strategic partnership and improving service levels within WebTPA's offerings.

Posted 7/10/2026full-timeIrving • Texas • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Manage a block of clients – of generally mid-sized employers
Build and maintain effective feedback infrastructure to gather critical intelligence on client satisfaction from all sources related to the client's total product/service delivery system, including brokers, consultants, vendors, partners, stop loss carriers, etc., to assure maximum opportunity to retain the business and related revenues.
Analyze and evaluate client's plan performance and seek out opportunities to upsell/cross sell WebTPA products and services, or revenue producing partner products and services, while improving the overall service experience to clients and their members.
Build and maintain a strong business/working relationship with clients and distribution networks sufficient to maintain and increase revenues; identify other opportunities and referrals.
Develop and maintain a thorough understanding of client’s objectives for their plan; discuss key performance indicators, analyze issues, and recommend/model changes necessary to achieve those objectives.
Evaluate client needs and lead cross functional teams to design, plan, configure, and implement products and services on a timely basis - Renewals, New Client implementation.
Schedule and lead client/delivery team meetings; developing and communicating progress against client's plan management strategy; gathering required data, research, and supporting analysis, and handouts/documents to guide the discussion.
Review and assess clients benefit plans broadly considering key factors - industry, locations, required product/service mix and compliance factors.
Communicate and ensure client compliance with federally and state mandated requirements.
Build and maintain a strong understanding of product/service delivery systems and infrastructure adequate to identify and address problems and issues, including information requests, expeditiously.
Respond to client inquiries within 24 hours, acknowledging and building expectations for resolution and deliver on commitments.
Create and maintain a proactive communication strategy with clients, related distributors, business partners, and consultants adequate to identify and address problems and issues expeditiously.
Develop and maintain familiarity with WebTPA reporting and analysis tools adequate to report plan performance metrics to brokers, consultants, and clients.
Work as a responsible team member supporting projects relating to problem resolution, research, implementations, enrollments, and renewals.
Assure delivery of fully executed client contracts including but not limited to ASA, Plan document, Compliance, Network, PBM, BAA, etc.

Requirements

What you’ll need

5+ years related work experience in the health insurance and the benefits administration industry working directly with clients and distribution networks in a healthcare benefit related environment.
Related Bachelor's degree required in Business, Communications or Healthcare Administration preferred.
General Lines license -life, accident, health, and HMO (LAH).
Detailed knowledge of Healthcare Reform.
Extensive experience in all MS Office applications including Word, Excel, Access and PowerPoint.
Strong verbal and written communication skills. Writing samples may be requested as proof.
Comfortable working and communicating across operational areas within the organization.
Ability to present to clients and executives in a confident manner.
Ability to analyze and identify problems/issues and propose high-performing solutions.
Ability to segment and prioritize workload based on time sensitivities and critical success factors.
Well-developed project management skills.

Benefits

Comp & perks

Health insurance
Retirement plans
Paid time off
Flexible work arrangements
Professional development

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

Client Needs AnalysisPlan Performance EvaluationUpselling/Cross SellingCompliance ManagementData AnalysisProblem ResolutionProduct/Service ImplementationPerformance Metrics ReportingContract ManagementMS Office Proficiency

Soft Skills

Verbal CommunicationWritten CommunicationTeam CollaborationPresentation SkillsTime Management

Certifications

General Lines License - Life, Accident, Health, and HMO (LAH)