CVP, National Account Executive (NAE)
Quick Summary
Oversee service requests, contract amendments, administrative inquiries, and issue resolution in partnership with service representatives.
We are seeking a strategic, customer-focused National Account Executive to manage complex national accounts and drive sustainable growth across group insurance solutions. In this fully remote role, you will build trusted client relationships, strengthen producer partnerships, and develop account strategies that support revenue growth, retention, and profitability. You will serve as a consultative advisor to large clients, aligning insurance solutions with their evolving workforce needs and business priorities. Working cross-functionally with sales, underwriting, claims, and service teams, you will oversee implementations, renewals, and ongoing account performance. You will also identify opportunities to expand coverage, improve customer satisfaction, and deliver meaningful insights through financial and market analysis. This position offers the opportunity to make a tangible difference by helping organizations provide greater financial security and well-being to their employees.
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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.
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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.
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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.
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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.
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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.
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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.
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Enrollment and Cross-Selling: Support annual enrollment planning and execution while identifying opportunities to expand existing relationships through additional insurance coverage and complementary services.
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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.
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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
~1 min read-
Education: Bachelor’s degree or equivalent professional experience.
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Professional Experience: At least 5 years of experience in account management or underwriting, preferably within group insurance or employee benefits.
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Licensing: A valid Group Life and Health Sales License is required.
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Insurance Knowledge: Strong understanding of group insurance products and competitive market strategies, particularly in absence management, group life insurance, and supplemental health benefits.
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Financial and Analytical Skills: Ability to interpret financial data, evaluate account performance, identify business opportunities, and develop strategies that support profitability and retention.
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Communication and Presentation: Strong presentation, negotiation, and relationship-building skills, with the ability to communicate complex insurance concepts and recommendations effectively.
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Strategic Account Leadership: Demonstrated ability to manage complex client relationships, develop structured account plans, and coordinate cross-functional teams toward shared business outcomes.
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Customer-Centric Approach: A consultative mindset, strong problem-solving abilities, and a commitment to delivering responsive service and long-term customer value.
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Organization and Execution: Ability to manage multiple accounts, coordinate renewals and implementations, anticipate client needs, and maintain accountability for performance targets.
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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.
What We Offer
~2 min readLocation & Eligibility
Listing Details
- Posted
- October 13, 2026
- First seen
- October 13, 2026
- Last seen
- October 13, 2026
Posting Health
- Days active
- 0
- Repost count
- 0
- Trust Level
- 68%
- Scored at
- October 13, 2026
Signal breakdown
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