Intercare Holdings Insurance Services

Account Executive

Intercare Holdings Insurance Services
Posted 10/20/2026full-timeRemote • Wisconsin • United StatesMid-LevelSenior💰 $85,000 - $120,000 per yearWebsite
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Core Competencies

Role fit
Core Competencies

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Demonstrates expertise in managing client relationships and insurance benefit principles, with a strong focus on customer service and effective communication. Proficient in utilizing Microsoft Office tools and maintaining compliance with health insurance regulations.

Highest-signal resume keywords
5+ Years Experience In Commercial Health InsuranceState Of WI Insurance License-Life And HealthProficiency In Microsoft Office SuiteStrong Verbal And Written Communication SkillsSolid Understanding Of Insurance Benefit Principles

About the role

Key responsibilities & impact
  • Support the sales and service of the health plan for school districts, municipalities, and counties participating in the WCA GHT throughout Wisconsin
  • Proactively manage relationships with clients and agents/brokers
  • Manage renewal processes for assigned clients
  • Propose appropriate plan designs based on deductibles, copayments, drug tiers, and acceptable design features
  • Produce and review utilization reports with clients
  • Educate members on benefit claims, eligibility, interpretation, and plan requirements
  • Obtain plan documents and amendments for clients
  • Respond to member customer service requests, including enrollment questions, claims issues, change requests, and ID cards
  • Evaluate department processes and procedures and recommend efficiency improvements
  • Assist with initial client implementations, including enrollment forms and employee information sessions
  • Respond to RFPs and provide formal presentations to boards and committees when required
  • Collect underwriting risk information and discuss it with corporate management to support risk assessment and pricing
  • Represent GHT at conferences and trade shows
  • Attend GHT Board meetings as requested
  • Participate in departmental social events as a GHT representative
  • Maintain and grow vendor relationships
  • Travel approximately 25–40% within Wisconsin, with overnight stays typically required for conventions and occasionally client meetings

Requirements

What you’ll need
  • Live in Wisconsin
  • 5+ years of experience in the commercial health insurance industry, specific to employee benefits
  • Proficiency in the full Microsoft Office suite, including Teams
  • Intermediate Excel skills
  • Demonstrated ability to maintain strong retention and long-term relationships
  • Solid understanding of insurance benefit principles, terminology, eligibility, coordination of benefits, plan documents, health insurance renewal processes, and pooling concepts
  • Ability to build and maintain effective working relationships across teams and stakeholders
  • Adaptability to evolving technologies and ability to quickly learn new systems and tools
  • Commitment to delivering a high level of customer service
  • Excellent verbal and written communication skills, including ability to present complex insurance information to large audiences
  • Strong confidentiality and discretion
  • Effective problem-solving skills
  • High accuracy and attention to detail
  • Ability to multitask, prioritize, and meet deadlines
  • Strong organizational skills
  • Active listening skills
  • Bachelor’s Degree in Insurance or Finance or equivalent work experience
  • State of WI Insurance License-Life and Health designation
  • Professional certifications such as HCSA, RHU, or HIA are preferred

Benefits

Comp & perks
  • Comprehensive medical, dental, and vision benefits
  • Company contributions to HSA and FSA plans
  • Employer-paid life and disability insurance
  • 401(k) with company match
  • Paid time off (PTO) and company-paid holidays
  • Employee assistance resources
  • Supportive culture that values balance and wellbeing
  • Full benefits package

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills
Health Insurance Renewal ProcessesPlan Document ManagementUtilization Report ProductionRisk Assessment And PricingClient Implementation SupportExcel ProficiencyCustomer Service ManagementRFP Response PreparationBenefit Claims EducationCoordination Of Benefits
Soft Skills
Relationship ManagementProblem-Solving SkillsAttention To DetailOrganizational SkillsAdaptability To Evolving Technologies
Tools & Technologies
Microsoft TeamsMicrosoft Excel
Certifications & Qualifications
Bachelor's Degree In Insurance Or FinanceHCSA CertificationRHU CertificationHIA Certification
Industry Keywords
Employee BenefitsInsurance Benefit PrinciplesClient RetentionHealth Plan ManagementWCA GHT