Account Executive – Meritain Health

CVS Health Careers

. Own the relationship with the broker .

Posted 10/30/2026full-timeRemote • Texas • United StatesJuniorMid-Level💰 $51,686 - $101,286 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing broker relationships and client management within the Group Health employee benefits sector, ensuring compliance and effective communication. Proficient in utilizing Salesforce for relationship management and reporting.

Highest-signal resume keywords

Group Health Employee Benefit ExperienceClient Management ExperienceRenewal Process ExperienceSalesforce ManagementHealth/Life Major Lines Producer License

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Renewal Proposal PreparationStop Loss ReportingAd-Hoc ReportingCompliance ManagementVirtual Meeting Facilitation

Soft Skills

Excellent Verbal CommunicationExcellent Written CommunicationRelationship BuildingCollaborative Work StyleFollow Through Consistency

Certifications & Qualifications

Health/Life Major Lines Producer License

Industry Keywords

Broker Relationship ManagementClient ExperiencePHI ComplianceHIPAA CompliancePoint Solutions Upselling

About the role

Key responsibilities & impact

Own the relationship with the broker
Build and maintain broker relationships for an exceptional client experience
Communicate and demonstrate Meritain's total cost of care through simplicity, transparency, and versatility
Manage relationships and provide consultative services
Prepare and issue renewal proposals
Confirm sold proposals and plan changes
Ensure clients are up to date with compliance requirements
Manage Salesforce
Conduct virtual open enrollment meetings
Attend implementation calls
Prepare Stop Loss and ad-hoc reporting
Upsell point solutions
May travel to offsite locations for in-person meetings

Requirements

What you’ll need

2-5 years Group Health employee benefit experience
Renewal process experience
2-5 years Client Management experience
Excellent verbal and written communication skills
Ability to successfully establish and maintain relationships with internal business partners (underwriting, sales, operations, business analytics, etc.)
Ability to work collaboratively with both internal and external business partners
Exhibit consistency in follow through on outstanding items to point of resolution
Demonstrate accuracy in information shared internally and externally
Ability to participate and/or successfully host client meetings as appropriate
Demonstrate adherence to PHI and HIPPA policies
Health/Life Major Lines Producer License (or must obtain post-hire within 90 days)
High School Diploma or GED

Benefits

Comp & perks

Medical coverage
Dental coverage
Vision coverage
Paid time off
Retirement savings options
Wellness programs
Other resources supporting physical, emotional, and financial well-being, based on eligibility