Account Executive, Small-Mid Size Business

CVS Health

. Develop strong personal and collaborative internal and external relationships to manage a book of business and achieve customer satisfaction, member retention, and cross-sale objectives .

Posted 10/30/2026full-timeUnited StatesMid-LevelSenior💰 $56,855 - $111,414 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in account management and sales strategies to enhance customer satisfaction and retention. Proficient in delivering presentations and collaborating with internal teams to provide tailored solutions for clients.

Highest-signal resume keywords

Account ManagementSales GrowthCustomer Retention StrategiesHealth Insurance LicenseFormal Presentation Skills

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

Customer ReportingAnalyticsCross-SellingUp-SellingBenefit Buy-Down Strategies

Soft Skills

Relationship BuildingCollaborationCommunication

Certifications & Qualifications

Resident Insurance LicenseActive Health Insurance Resident State Producer License

Industry Keywords

Customer SatisfactionMember RetentionAetna Plan FeaturesMulti-Functional ExperienceSmall-Midsize Business

About the role

Key responsibilities & impact

Develop strong personal and collaborative internal and external relationships to manage a book of business and achieve customer satisfaction, member retention, and cross-sale objectives
Build and maintain relationships with a locally aligned book of business to ensure case renewal and retention
Deliver renewals, cross-sales, up-sales, and grow sales
Determine customer retention concerns and barriers; review mitigation strategies with leadership
Present solutions and partner with internal teams to enhance customer experience
Collaborate with account team members and functional support areas on complex product or service issues
Offer creative product and service solutions, including benefit buy-down strategies and Aetna plan features
Monitor client product lines and services to ensure customer satisfaction
Support brokers through outreach and education on Aetna differentiators and develop producer relationships
Present customer reporting with analytics, trends, recommendations, programs, and services

Requirements

What you’ll need

3-5 years of relevant industry experience
Multi-functional experience, e.g., account management, sales, commercial, small-midsize
Experience making formal presentations
Must have resident insurance license
Active Health Insurance Resident State producer License
Bachelor’s degree or equivalent work experience
Ability to communicate with internal and external parties telephonically and/or in person
Ability to travel to offsite locations for in-person meetings and training as needed

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