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Account Executive

Job Title: Account Executive
Department: Operations
Reports to: Client Services Manager

Main Responsibility (purpose/objective)

  • Manage the relationships with Client, Broker partners and Carriers.
  • Develop and provide best practice approaches within the Apprize Core Values


Essential Duties/Responsibilities

  • Build and maintain long-term relationships with clients, brokers and providers using various benefits administration software platforms (SaaS)
  • Understand the high-level goals that technology plays within the client’s business plan in order to present potential risk factors, while looking for and driving continuous process improvements/efficiencies
  • Triage customer correspondence and technical issues for clients, escalating to both internal and external teams when necessary to resolve issues
  • Participate in implementation project for new groups assigned including weekly check in calls and testing of system functionality to ensure accuracy of configuration
  • Train clients on new and existing system features and services (prepare and conduct technical/product presentations and demos as required)
  • Coordinate the Open Enrollment process for each client within their assigned portfolio, which includes handling all communication with the client, delegating appropriate tasks to internal teams, maintaining quality assurance
  • Coach and mentor other team members
  • Assist in other special projects as needed



  • Experience in employer-sponsored benefits and industry standards
  • Proven customer service ability
  • Strong computer skills with immediate to advance knowledge of MS Office suite
  • Professional verbal and written communication skills for all personnel levels
  • Excellent organizational and time management skills with the ability to prioritize tasks
  • Perform job functions accurately, evaluate data from multiple sources and execute projects with attention to detail


Preferred Qualifications

  • ACA knowledge
  • Experience with HRIS or Benefits Enrollment systems
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