ACCOUNT EXECUTIVE

Summary: The Account Executive builds and maintains contacts with account decision makers, will work with their team of Client Managers, Client Coordinators and/or support staff on identifying additional sources of revenue for the account, and will identify new sales opportunities.

Essential Duties and Responsibilities include the following. Other duties may be assigned.

Client & Account Management

• Formulate and implement strategic business plans specific to the needs of individual clients for account retention.
• Identify new product sales opportunities for clients.
• Cultivate and develop strong business relationships with clients and prospective clients’ executives.
• Educate customers on industry and price trends in order to inform and assist with business decisions.
• Responsible for client retention.
• Responsible the accuracy and timeliness of the team’s renewal process.
• Monitor customer implementations.
• Proactively conduct monthly and/or quarterly face-to-face meetings and/or visits with clients to address their service goals and concerns.

Client Service Team Administration

• Collaborate with marketing and product development to address customers’ needs.
• If applicable, keep distributor (broker) in the loop.
• Complete timely performance evaluations for team members.
• Support the Client Managers on escalated issues and mentor overall development
• Maintain current working knowledge on existing and new services and other general information to ensure accurate information is provided.
• Provide feedback to assist in the creation of performance improvement goals and development of training programs.
• Conduct ongoing training to team members to make certain the quality of service delivered to BRMS customers achieves and exceeds company and productivity standards.
• Perform other duties and responsibilities as assigned by Management