Position Overview
Client service area located in San Jose/Santa Cruz. Must reside in Northern California
Job Summary:
Implements standard sales and retention strategy for health insurance or workers compensation accounts with guidance from a supervisor. Utilizes opportunities, resources, technology tools, and customer performance data (e.g., cost utilization, financial, clinical) to meet competitive revenue and growth targets with coaching from a supervisor. Builds and maintains relationships with customers, consultants, brokers, and/or channel partners, including providing information and foundational product knowledge, and resolving or escalating concerns. Builds foundational knowledge of customer businesses and develops account strategies in alignment with customer goals. Collaborates internally and externally to develop account strategy, including supporting communication, and recommending solutions to customers. Follows best practices and established timelines to execute sales and rene...