Empyrean Benefit Solutions, Inc.

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Strategic Account Advisor (Finance)



Strategic Account Advisor

Houston Headquarters, 3010 Briarpark Dr, Houston, Texas, United States of America • Virtual Req #83

Tuesday, November 12, 2024

Company Description

JOB DESCRIPTION : Strategic Account Advisor, Carriers

CLASSIFICATION: Exempt

JOB SUMMARY

The Strategic Account Advisor for Carriers serves as a trusted partner and advocate to support the ongoing operational and financial governance for carriers corresponding to our current client portfolio. The role will be responsible for assisting clients / client teams to leverage our carrier partners (preferred or otherwise) to create increased value and long-term client retention. This individual understands the strategic, technical and business challenges of the carrier relationships and coordinates with assigned channel enablement leader who owns overall strategic and contractual governance with the carriers, including marketing and new logo dsitribuition. S/he ensures the immediate client team and broader organization understands how to provide the highest-level of service and greatest value for the carrier and client. The Strategic Account Advisor for Carriers understands current structure of our financials with each carrier and supports SAAs and client teams on existing client revenue opportunities.

The Strategic Account Advisor for Carriers is part of the broader Client Experience Team (CXT) and is expected to collaborate with other functions within CXT to deliver a consistent client journey that drives long-term relationships through our commitment to transparency, active two-way dialogue, and a service-first approach.

ESSENTIAL DUTIES AND RESPONSIBILITIES

  • Primary accountability for creating and executing a carrier operational governance model that is replicable across carriers
    • Operational dashboard
    • Current client status report
    • Open task / ticket tracking
    • Documents and tracks efficiencies corresponding to data exchanges, SSOs, etc.
    • Identify opportunities for adding greater value and pushes to appropriate internal parties
  • Serves as the lead SME for carrier open items tracking
    • Becomes an expert in carrier's products and service offerings (as established through channel enablement) such that s/he can support client teams and carriers with proactively resolving escalations
    • Understands current products and available solutions as well as those on the roadmap
    • Works with broader Empyrean departments to help drive carrier initiatives designed to add business value and operational efficiency.
  • Assists the Channel Enablement team to identify, develop and close strategic new logo sales opportunities
  • Develop and maintain strong operational governance relationships with internal and external resources
  • Identify, prioritize and resolve escalated carrier or client operational issues/concerns; coordinates with appropriate internal departments to provide response and/or solutions on day-to-day operational tasks
  • Coach and mentor internal team resources to ensure effective execution of carrier strategies
  • Perform other job-related duties as assigned

REQUIRED SKILLS AND ABILITIES

  • Senior level presence with polished and well developed written and verbal communication skills
  • Demonstrated ability to build and maintain long-term collaborative and trusting relationships internally and with external parties
  • Proven ability to recognize and anticipate/diagnose needs/issues, work in teams and leverage the resources of other groups to address client needs/challenges
  • Ability to balance competing priorities
  • Comfortable analyzing and using data to make decisions
  • Ability to flourish in a fluid, evolving growth company
  • Ability to use appropriate interpersonal styles and methods to influence internal and external clients
  • Demonstrates concern for meeting internal and external client needs in a manner that provides satisfaction and value/results for the client
  • Demonstrated ability to build and maintain long-term collaborative and trusting relationships internally and with clients

KNOWLEDGE, EXPERIENCE AND/OR EDUCATION REQUIREMENTS

  • 10+ years of experience in benefits administration, consulting, or related field
  • Demonstrated depth and current knowledge of the dynamics of group health and group benefits plan design, strategy, and delivery including broader marketplace trends, and legislation
  • Possesses working knowledge of and experience with multi-service benefits and administration (defined benefit, defined contribution, HR)
  • Demonstrated experience in using and demonstrating technology-based solutions
  • Proven experience in managing multiple clients, people, project, and deliverables on time and within budget

Disclaimer: Managers have the right to assign or redesign the responsibilities of the above-mentioned job description without notice and at any time

Empyrean is an Equal Opportunity Employer: including disability and veterans

Other details

  • Pay Type Salary
  • Employment Indicator Leveraged Leader
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