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PLADS Nat'l Account Executive I


Location: Remote - US only

Job Type: Full time


Job Summary

Responsible to develop, direct, implement, and maintain overall account relationship and stewardship for the assigned clients. Required to build and focus on a business plan to for client retention and service excellence. Build, enhance and direct the relationship with clients in your assigned block to ensure overall service needs are met and high satisfaction levels are achieved. Serve as a subject matter expert to our clients regarding Disability, Life, FML, State Leaves, and Company Leaves (Paid and Unpaid).

Principal Duties & Responsibilities

  • Acts as a subject matter expert to internal stakeholders by consulting on complex strategies to optimize client satisfaction & retention

  • Builds, enhances, and maintains effective relationships with clients to ensure client satisfaction and recommendation

  • Conducts stewardship, site visits and regularly scheduled meetings with clients

  • Cultivates, directs, and maintains client relationships

  • Develops and maintains plans to support retention sales and product breadth growth within existing clients

  • Develops, maintains, and executes more complex client relationship plans to ensure the clients' overall service needs are satisfied and achieve the business and profitability/retention objectives of the organization

  • Identifies and resolves more complex client issues in a timely and collaborative manner

  • Identifies clients with retention risk, develops and executive more complex plans to retain clients, and notifies management

  • Provides feedback and intelligence to internal partners on clients

  • Serves as a resource to internal stakeholders and consults on more complex relationship management/sales solutions to optimize satisfaction/retention and achieve business results

  • Internally manages and partners with each operational area to ensure overall organization growth and success

  • Must be self-motivated and willing to have difficult conversations both within and outside the organization to help guide and grow our business

  • Travel Amount: up to 25%

  • Performs other related duties as required

Education & Experience Required

  • Bachelor’s Degree
  • 2 - 5+ years’ experience in relationship management that directly aligns with the specific responsibilities for this position

Or an equivalent combination of education and experience


  • Less than or equal to 25%

Job Knowledge & Skills

  • Upon Hire Certifications/Licensure: Licenses dependent upon product being supported with specified time frame


  • Acting with Integrity
  • Communicating Effectively
  • Pursuing Self-Development
  • Serving Customers
  • Supporting Change
  • Supporting Organizational Goals
  • Working with Diverse Populations