Account Executive focusing on midmarket sales for Bastion's stablecoin solutions. Manage sales cycles, client relationships, and collaborate with internal teams for successful integration.
About the role
- Account Executive managing client relationships and benefits coordination at JTS Financial. Involved in operational success and client strategy execution while ensuring effective communication and problem resolution.
Responsibilities
- The Account Executive is the “face” to our clients
- Contribute to the day-to-day operational success and directly affect our ability to meet key objectives and deliverables
- Work closely with the account management team to coordinate the service and placement of employee benefits for clients
- Serve as the client’s point of contact for all issues and services related to the account
- Build rapport and business relationships quickly and effectively via face-to-face and phone, social media, blogs, and other opportunities
- Educate clients on business trends, compliance, products evolution, and company value proposition
- Establish vendor relationships and develop referral sources
- Create and communicate multi-year strategy for clients
- Create and oversee client wellness program strategies
- Review client team’s RFPs to ensure proper strategy is being executed
- Conduct client meetings regarding pre-renewal strategy, renewal, open enrollment, and post-renewal follow-up
- Independently resolve client, carrier and/or vendor accounting issues, including coverage questions, collections, discrepancies, fee arrangements and billing issues
- Manage enrollment process and provide guidance and support to team members by training, coordinating and work distribution
- Update CRM with required documents
- Collaborate with producers to provide proposals to prospects and manage new client enrollments
Requirements
- Excellent verbal and written communication skills
- Experience in Microsoft Office
- Property and Casualty License to be obtained within the first 60 days of employment
- 3-5 Years’ Commercial Lines Experience
- Bachelor’s degree preferred but not required
Benefits
- Daily attendance required in work environment during normal business working hours which are Monday through Friday 8:00 am to 5:00 pm
- In-person and/or hybrid attendance occasionally required for company and/or team meetings or onsite visits to clients as required
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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