CVP, National Account Executive (NAE)

Accountabilities Strategic Account Management: Develop and execute structured engagement strategies for large and complex national accounts, building trusted relationships and aligning solutions with client objectives and changing business needs.

Book of Business Performance: Create and implement annual account plans to achieve targets for retention, persistency, profitability, renewals, and referrals. Promote new products, initiatives, and value-added services to maximize account growth.

Sales Partnership and Support: Participate in pre-sale meetings and finalist presentations, collaborate with sales representatives to strengthen producer relationships, and identify opportunities that support new business development and referrals.

Implementation and Onboarding: Lead the onboarding of newly sold accounts and additional coverage lines. Set clear expectations with clients and producers regarding contractual provisions and implementation requirements, coordinating internal teams to ensure accurate and timely installation.

Service Delivery and Issue Resolution: Oversee service requests, contract amendments, administrative inquiries, and issue resolution in partnership with service representatives. Maintain proactive communication with clients and producers throughout the account lifecycle.

Client and Producer Engagement: Plan and lead quarterly client meetings with strategic agendas. Monitor changing HR priorities, organizational developments, and workforce needs to identify emerging opportunities and strengthen partnerships.

Enrollment and Cross-Selling: Support annual enrollment planning and execution while identifying opportunities to expand existing relationships through additional insurance coverage and complementary services.

Renewal Strategy and Execution: Coordinate renewal activities and deliverables across underwriting, claims, and sales. Use financial analysis and performance trends to communicate product insights, identify rate guarantee extension opportunities, and prepare clients for renewal decisions.

Continuous Improvement: Conduct postmortem analyses of cancelled accounts, identify contributing factors, and share insights that help improve retention strategies, service quality, and organizational performance.

Requirements

Education: Bachelor’s degree or equivalent professional experience.

Professional Experience: At least 5 years of experience in account management or underwriting, preferably within group insurance or employee benefits.

Licensing: A valid Group Life and Health Sales License is required.

Insurance Knowledge: Strong understanding of group insurance products and competitive market strategies, particularly in absence management, group life insurance, and supplemental health benefits.

Financial and Analytical Skills: Ability to interpret financial data, evaluate account performance, identify business opportunities, and develop strategies that support profitability and retention.

Communication and Presentation: Strong presentation, negotiation, and relationship-building skills, with the ability to communicate complex insurance concepts and recommendations effectively.

Strategic Account Leadership: Demonstrated ability to manage complex client relationships, develop structured account plans, and coordinate cross-functional teams toward shared business outcomes.

Customer-Centric Approach: A consultative mindset, strong problem-solving abilities, and a commitment to delivering responsive service and long-term customer value.

Organization and Execution: Ability to manage multiple accounts, coordinate renewals and implementations, anticipate client needs, and maintain accountability for performance targets.

Work Arrangements: Ability to work remotely within the United States and travel up to 25% as required. Candidates located in the Pacific or Mountain time zones, or in Texas, are preferred.

Benefits

Base Salary: $90,000–$100,000 per year, depending on experience, skills, qualifications, and work location.

Sales Incentives: Eligibility for sales bonus and additional incentive compensation, subject to applicable program terms.

Comprehensive Benefits Package: A broad range of employee benefits designed to support financial security, health, and overall well-being.

Leave Programs: Access to employee leave benefits.

Family Support: Adoption assistance programs.

Financial Wellness: Student loan repayment programs.

Remote Flexibility: Fully remote work arrangement, with candidates across the United States eligible to apply.

Career Impact: The opportunity to build strategic relationships, influence account growth, and help employers deliver valuable insurance and absence management solutions to their workforces.

Inclusive Culture: A workplace committed to diversity, equity, inclusion, and creating an environment where employees can contribute and thrive.

How Jobgether works: We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best!  Why Apply Through Jobgether? 

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