Senior Sales Account Executive (SAE)

Employment Type: Full-time

Position Overview

Pan-American Life Insurance Group (PALIG) is seeking a Senior Sales Account Executive (SAE) to build and maintain effective relationships with a defined customer base, ensuring a high level of satisfaction while growing new business. The Senior SAE will be responsible for achieving assigned account objectives and will partner with producers/brokers to enhance the client experience by proactively taking ownership of the client relationship.

The Senior SAE will represent the entire range of company products and services to assigned customers, lead the customer account planning cycle, and ensure assigned customers’ needs and expectations are met by the Company. The incumbent will serve as the primary contact for agents and sales representatives once the sale of a new account is completed and will also be responsible for the set up and implementation of new accounts.

This position requires meeting deadlines, producing quality work in a fast-paced environment, and providing positive team participation and support.

Essential Functions

Broker/Client Relations

• Serve as the lead consultant on managing broker and client relationships and act as the direct liaison between clients and carriers.
• Lead new business and renewal meetings by partnering with the Account Manager and Sales team to implement a strategic planning process for clients.
• Ensure contract renewals, language, and pricing structure are consistent with company policy and guidelines.
• Assist client strategies interfacing with employers, carriers, and vendors.
• Manage client requests, including problem resolution on administrative and operational issues.
• Analyze claims, census, provider, and network database information.
• Develop and nurture existing relationships using a proactive approach focused on customer retention, new business, product upsells, and product renewals.
• Draw from the entire spectrum of the product line and seek opportunities to execute cross-sell strategies and add other lines of business.
• Provide open enrollment meeting support when needed.
• Assist in developing an implementation plan with the client, including assistance with coordinating and attending enrollment meetings.
• Assist and manage contracting paperwork for new producer appointments.

Sales Support

• Support the Sales team by providing advice and recommendations (e.g., advantages and disadvantages) to current and prospective clients on benefit plans, based on an understanding of client strategic plans and objectives.
• Maintain proactive outreach, as needed, on all broker houses.
• Assist the Sales team on annual utilization reviews for key accounts.
• Support the Sales team in reaching monthly goals of new business/broker development.
• Promote PALIG products and services to new and existing producers/brokers that align with the LOB’s strategic plan.
• Assist RSVPs with follow-up calls to new brokers and provide materials on PALIG products.

Quality Control & Account Management Support

• Assist and manage special projects as needed.
• Contribute to the development of consulting standards.
• Assist Account Managers with developing marketing materials, external organizational communications, and formal responses to proposal requests.
• Serve as the lead contact for any matters requiring escalation and work promptly to secure an amicable resolution.
• Ensure internal compliance with client disclosure requirements, vendor contracts, summary plan documents, and employee communications to align with client expectations and legal requirements.

Special Initiatives

• Perform other duties as assigned.

Key Requirements

• Bachelor’s degree and 3 years of relevant work experience required (an additional 4 years of relevant work experience may be substituted in lieu of a degree).
• Must possess an active Life, Accident & Health Insurance license or obtain one within six months of full-time employment (must maintain license and continuing education requirements).