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National Strategic Account Executive - Downers Grove, IL


Position Type: Full-Time Regular
Requisition Number: 500374
Apply Now: Email us about this position

 

Basic Function:

This position is responsible for providing the high-level consultative and strategic oversight for existing accounts of 3,000 lives or greater. Cultivates relationships, identifies sales opportunities and services accounts to expand the business and meet corporate and sales/renewal objectives.

Essential Job Functions:

  • Responsible for establishing and maintaining relationship with the account.
  • Identify customer insurance needs, service needs, and successfully meet those needs.
  • Acts as point of contact for strategic issues/concerns and serves as liaison between the company and other principles in resolving inquiries regarding all issues of concern.
  • Proactively seeks out client needs and performs consultative problem solving to address those needs.
  • Responsible for ensuring customer satisfaction with account management.
  • Lead long-range account management planning process and review with internal and external customers.
  • Serve as a liaison between FDL subject matter experts and the account, ensuring consistent value add of delivery.
  • Work with other internal FDL teams to demonstrate our capabilities to clients before the bid is accepted.
  • Participate in RFI/RFP request on behalf of existing FDL Clients, Consultants, and Brokers.
  • Participate in the Finalist meeting with the prospective Client, Consultant and the Sales Executive.
  • Responsible for the formal implementation kick off meeting for clients and participating departments.
  • Manage external activities and resources in partnership with consultant, vendors and brokers on behalf of he client.
  • Manage FDL/Client relationship during the Implementation.
  • Responsible for negotiating, completing and securing signatures on client documents. Coordinate contract drafting, review, and approval and execution process.
  • Proactively provides FDL generated research reports based on customer and industry experiences, and leading practices and benchmarks.
  • Educate employees/members on the products and services FDL provides.     
  • Participate in enrollment meetings.
  • Create annual business plans for accounts and deliver quarterly updates to the client regarding administrative performance guarantees and performance of the plan.

Position Requirements:

  • Bachelor degree and 4 years experience in account management or insurance sales OR 8 years experience in Account Management or insurance sales
  • Holds or will obtain state life insurance license within three months of hire
  • Experience presenting in front of a large audience and developing presentation materials
  • Experience building customer relationships
  • Clear and concise verbal and written communication skills
  • In-depth industry knowledge
  • Decision-making skills
  • Knowledge of marketing (related to account management) and management techniques
  • Sales negotiation skills
  • Project management skills
  • Consensus building and conflict management skills
  • PC proficiency to include MS Office products
  • Ability to travel

Preferred Job Requirements:

  • Experience with underwriting processes (pricing, rating and financial impact)
  • Group insurance product knowledge (life, disability and dental)

 

Fort Dearborn Life Insurance Company is an Equal Opportunity Employer M/F/D/V.