Casualty Account Executive
On-siteChapel Hill, North Carolina, United States
Job Summary
Own the day-to-day client relationship for an assigned book of business, including self-funded employer groups, TPAs, bill review companies, PPO networks, and commercial carriers. Lead efforts to ensure client satisfaction, retention, and renewal by proactively communicating needs and delivering actionable insights. Coordinate with Operations, Network Management, Analytics, Finance, Marketing, and Customer Service to resolve issues and execute strategies for expanding client engagement. Develop a pipeline of new sales opportunities to meet sales goals while representing the company at client meetings and industry conferences. Maintain and update all client-related activities, leveraging data to strengthen client outcomes and alignment with long-term strategic goals.
Required Qualifications
- Bachelor's degree in a related field
- Minimum 5 years of experience in account management, client success, or a related field
- required experience in a PPO, bill review, carrier or TPA environment
- preferably in the New York and New Jersey markets
- Proven track record in client retention and relationship management
- Excellent communication, interpersonal, and problem-solving skills with a client-first mindset
- Strong organizational and time-management skills, with the ability to manage multiple priorities
- Proficiency in Salesforce and Microsoft Office Suite (Excel, Word, PowerPoint, Outlook)
- Ability to travel 20%+
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