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Local Account Executive

The Company:  CAIC
The Location: 

Remote, US Ellisville, MO, US, 63011

The Division:  Broker Sales
Job Id:  2257


Job Summary


Drives growth in the existing book of business through client-facing re-enrollment, up-sell/cross-sell activity and facilitates resolution of escalated service issues for key brokers and accounts.


Principal Duties & Responsibilities

• Responsible for contributing to sales growth goals through strong relationships with existing clients and working collaboratively to develop solutions that improve enrollment growth opportunity.


• In partnership with other market/sector sales professionals, proactively manages pre-renewal communications with the goal of enhancing re-enrollment effectiveness to drive persistence and profitability.


 • Responsible for recognizing cross sell and up-sell opportunities for new business and obtaining growth on the assigned block of business.


• Attends/co-facilitates on-site, stewardship meetings to influence the renewal process; participates in finalist presentations and may offer pre-sale support.


• Understands and leverages Aflac’s enrollment capabilities, services, and tools.


• Develops and communicates ongoing enrollment strategy with both internal/external partners.


• Works with career associates, brokers and clients to gather enrollment requirements, e.g., enrollment dates, number of employees, benefit participation rules, plans to be offered, type of systems currently used, SLA’s, enrollment type and key milestone dates.


• Partners with sales representatives, provides thorough customer updates, broker feedback, and other pertinent action items that contribute to improved sales effectiveness.


 • Develops and maintains strong, positive, professional relationships across internal business units, to address and resolve service concerns identified internally or by the client.


• Demonstrates a focus on issue resolution and elevates issues as appropriate.


• Analyzes, monitors, and executes change requests for phase; ensures that defined service level agreements are met; uses forward thinking to make recommendations to ensure enrollment and service solutions are in place to meet the account’s needs and expectations. accounts throughout the implementation


Education & Experience Required


  • Bachelor's Degree Marketing, Management, Business Administration
  • four to six years of job related experience
  • Understanding of Aflac/Aflac Group products and services affiliated systems, and applicable operational policies and procedures


Or an equivalent combination of education and experience


Job Knowledge & Skills


• Proficient in broker and industry practices as pertains to product, enrollment techniques, and service needs of the client


 • Experience in a service related area such as client services, sales support, coordinating activities associated with the processing of group enrollments (preferred)


• Excellent negotiation, presentation, public speaking, written & verbal communication skills



  • Acting with Integrity - Clearly states goals and beliefs; lets people know his/her true intentions; does what he she said they would do; follows through on commitments
  • Communicating Effectively - Expresses ideas and information in a clear and concise manner; tailors message to fit the interests and needs of the audience; delivers information in a manner that is interesting and compelling to the listener
  • Pursuing Self-Development - Demonstrates ambition and desire to move forward in his/her career; engages others in discussions about career development; seeks feedback on ways to increase his/her performance; takes advantage of opportunities to build new skills and capabilities
  • Serving Customers - Builds strong relationships with customers; stays aware of customer needs, concerns and satisfaction; responds promptly to customer questions and requests; effectively manages
  • Supporting Change - Enthusiastically participates in new change initiatives and programs; focuses on reasons why changes will work and how they will be beneficial
  • Supporting Organizational Goals - Actively supports organizational goals and values; demonstrates enthusiasm toward the company's goals and mission; aligns actions around organizational goals
  • Working with Diverse Populations - Shows respect for the beliefs and traditions of others; encourages and promotes practices that support cultural diversity; discourages behaviors or practices that may be perceived as unfair, biased, or critical toward people with certain backgrounds



Nearest Major Market: Eugene