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Account Executive
CVS Health. Own the relationship with the broker .
Posted 10/30/2026full-timeRemote • United States, SpainJuniorMid-Level💰 $51,686 - $101,286 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client management and relationship building within the Group Health employee benefits sector, ensuring compliance and effective communication. Proficient in managing Salesforce and producing detailed reports to enhance client experience and operational efficiency.
Highest-signal resume keywords
Group Health Employee Benefit ExperienceClient Management ExperienceRenewal Process ExperienceHealth/Life Major Lines Producer LicenseSalesforce Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Renewal Proposal PreparationStop-Loss/Self-Funded Health Insurance Plan ExperienceAd-Hoc ReportingCompliance Requirement ManagementVirtual Meeting Facilitation
Soft Skills
Excellent Verbal CommunicationExcellent Written CommunicationRelationship BuildingCollaborative Work StyleConsistent Follow-Through
Tools & Technologies
Salesforce
Certifications & Qualifications
Health/Life Major Lines Producer License
Industry Keywords
PHI ComplianceHIPAA ComplianceBroker Relationship ManagementClient ExperienceMarket Opportunities
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
- Provide relationship management and 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
- Produce stop-loss and ad-hoc reports
- Upsell point solutions
- Travel to offsite locations for in-person meetings as needed
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 establish and maintain relationships with internal business partners, including underwriting, sales, operations, and business analytics
- Ability to work collaboratively with internal and external business partners
- Consistent follow-through on outstanding items through resolution
- Accuracy in information shared internally and externally
- Ability to participate in and/or host client meetings
- 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
- Stop-loss/Self-funded Health Insurance Plan experience preferred
- Understanding of competitive environment and market opportunities preferred
- Bachelor's Degree preferred
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
- Comprehensive benefits package for full-time colleagues and their families