• Generate leads through field, digital, referral, and local networking activities. • Qualify prospective customers and understand their requirements. • Present products and services effectively. • Convert qualified leads into business opportunities. • Build and maintain strong customer relationships. • Achieve assigned sales and business development targets. • Maintain accurate records of leads, follow-ups, and conversions. • Represent the organization professionally within the assigned territory.

• Secure, build, and sustain positive working relations with key constituents including groups, brokers, external vendors, and internal departments. • Foster a partnership and enhance dialogue with groups, while acting as a subject matter expert. • Assist large employer groups of 51 or more eligible and brokers in building strategically designed benefit programs to support cost containment, quality care, wellness programs and compliance with legal and regulatory guidelines. • Lead the renewal process for assigned groups. • Lead the evaluation of, and responses to, requests for proposals for existing groups. • Actively seek opportunities to sell other PacificSource services to current groups. • Ensure existing groups are satisfied with and recognize the value offered by PacificSource. • Fully responsible and act independently for negotiating the renewal; thoroughly understand underwriting model. • Complete any documentation necessary to implement or renew groups. • Consult with groups to ensure they are informed regarding PacificSource products, administrative procedures, population health strategies, and legislative and compliance requirements. • Follow service model guidelines for client outreach. • Serve as a resource for benefits, compliance, and plan information. • Communicate with groups, providers, PacificSource departments, and Sales to assure clear communication between all constituents. • Attend internal and external meetings as required. • Share best practices with team. • Work to identify potential issues and seek resolution(s). • Liaison to outside vendors which provide services/products to our groups, including but not limited to, Pharmacy Benefit Managers, Wellness Programs, EAP Providers, Benefit Administration Systems, 834 Vendors, and other ancillary programs or services • Work with groups and brokers to develop the strategic direction of the groups’ employee benefit plans. • Create and help execute a roadmap to accomplish groups’ goals. • Present and review client reporting package, identify trends, tools, and proposed course of action to help meet client goals. • Where applicable, offer additional PacificSource solutions that resolve a client want/need. • Lead internal and external implementation and renewal meetings with support of Sales and Service Coordinator. • Review internal documentation required to implement a new or renewing group and coordinate completion of documentation with Sales and Service Coordinator on all internal documentation. • Review plan documents before delivery to ensure accuracy. • Deliver and review the plan administrator manual, contract documents, amendments, benefit books, billing procedures, and other group information. • Negotiate with brokers and group in order to renew accounts and maintain financials. • Follow up with consultant/brokers on renewal status, renewals rates, develop alternate or optional benefit quotes, as appropriate. • Determine reasons for client terminations and record information for team/executive review. • Participate in client group enrollment/employee benefit meetings, wellness/health fairs. • Prepare materials and presentations for meetings, Conduct/participate in new group enrollment and orientation meetings. • Receive, analyze, and respond to client issues and assure timely, appropriate follow-up. • Serve as client contact and problem solver for a wide range of contract issues relating to medical, dental, pharmacy, and optional benefits; supply requests; problem resolution; and claims issues. • Identify cross selling opportunities to existing PacificSource groups. • Represent PacificSource, both internally and externally, as required at events, including but not limited to: Health Underwriters and Human Resource professional association meetings and conferences, Chamber of Commerce, and any other community activities or volunteer opportunities.

Role Description Secure, build, and sustain positive working relations with key constituents including groups, brokers, external vendors, and internal departments. Foster a partnership and enhance dialogue with groups, while acting as a subject matter expert. Assist large employer groups of 51 or more eligible and brokers in building strategically designed benefit programs to support cost containment, quality care, wellness programs and compliance with legal and regulatory guidelines. Lead the renewal process for assigned groups. Lead the evaluation of, and responses to, requests for proposals for existing groups. Actively seek opportunities to sell other PacificSource services to current groups. Ensure existing groups are satisfied with and recognize the value offered by PacificSource. A Senior Account Executive’s block of business will typically consist of more complex groups such as, but not limited to, complex fully insured groups, student health plans and self-funded group plans, and is characterized by a high percentage of self-funded groups. - Coordinate with Sales Executive to ensure a clear understanding of products and services sold to new PacificSource groups. - Communicate any services sold that would apply at renewal for renewing groups within your block of business. - Fully responsible and act independently for negotiating the renewal; thoroughly understand underwriting model. - Complete any documentation necessary to implement or renew groups. - Consult with groups to ensure they are informed regarding PacificSource products, administrative procedures, population health strategies, and legislative and compliance requirements. - Follow service model guidelines for client outreach. - Serve as a resource for benefits, compliance, and plan information. - Communicate with groups, providers, PacificSource departments, and Sales to assure clear communication between all constituents. - Attend internal and external meetings as required and share best practices with the team. - Work to identify potential issues and seek resolution(s). - Liaison to outside vendors providing services/products to our groups. - Work with groups and brokers to develop the strategic direction of the groups’ employee benefit plans. - Create and help execute a roadmap to accomplish groups’ goals. - Present and review client reporting package, identify trends, tools, and proposed course of action to help meet client goals. - Lead internal and external implementation and renewal meetings with support of Sales and Service Coordinator. - Review internal documentation required to implement a new or renewing group and coordinate completion of documentation. - Review plan documents before delivery to ensure accuracy. - Negotiate with brokers and groups to renew accounts and maintain financials. - Follow up with consultant/brokers on renewal status and develop alternate or optional benefit quotes. - Determine reasons for client terminations and record information for team/executive review. - Participate in client group enrollment/employee benefit meetings, wellness/health fairs. - Prepare materials and presentations for meetings. - Conduct/participate in new group enrollment and orientation meetings. - Receive, analyze, and respond to client issues and assure timely, appropriate follow-up. - Serve as client contact and problem solver for a wide range of contract issues. - Identify cross-selling opportunities to existing PacificSource groups. - Represent PacificSource at events, including Health Underwriters and Human Resource professional association meetings and conferences. Qualifications - Minimum of 5 years of experience in sales, account management, or employee benefits experience required. - Bachelor’s degree preferred; high school diploma or equivalent required. - Current Life and Health Insurance License or to be obtained within 6 months in the role. Requirements - A thorough understanding of insurance products, contracts, administrative procedures, and the health insurance industry’s legal and mandatory guidelines preferred. - Thorough knowledge of Self-Funding and Administrative Services Offering. - Ability to remain current on PacificSource administrative procedures and products, healthcare, and the health insurance industry. - Excellent communication skills, both verbal and written. - Ability to communicate effectively with all types of individuals. - Excellent public relations skills and public speaking ability. - Ability to effectively explain plans and administration to groups of varying educational backgrounds. - Ability to effectively communicate with various internal departments. - Ability to provide prompt, professional, and courteous service to customers, brokers, and PacificSource employees. - Ability to work in a fast-paced environment, managing shifting priorities and multiple tasks simultaneously. - Superior work leadership skills, including taking action without specific direction. - Requires a high level of integrity and trust, given frequent exposure to confidential material. - Demonstrated ability to remain resilient, flexible, and focused in a changing environment. - Work autonomously and independently. - Desire to learn new things, anticipate problems, and develop contingency plans to manage them. - Travel, with some overnight visits required. - Proficient in Microsoft Word, Excel, PowerPoint, and Outlook. Benefits - Base Range: $65,296.83 - $111,004.62 Company Description PacificSource is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to status as a protected veteran or a qualified individual with a disability, or other protected status, such as race, religion, color, sex, sexual orientation, gender identity, national origin, genetic information or age. PacificSource values the diversity of our community, including those we hire and serve. We are committed to creating and fostering a work environment in which individual differences and diversity are appreciated, respected and responded to in ways that fully develop and utilize each person’s talents and strengths.

Role Description As a Mid-Market Account Executive at Accurate Background, you will help us continue Accurate’s incredible growth and establish us as the premier partner for the world’s leading companies. Leveraging your past success selling solutions to Mid-Market-level accounts (1000-5500 employees), you will build an extraordinary portfolio of business helping clients streamline their hiring process and vet quality candidates across a wide variety of vertical markets. As part of the sales team, you will contribute directly to the success and growth of the company. - Build a portfolio of clients by outbound prospecting to fill your pipeline with qualified sales opportunities. - Consistently achieve revenue targets by applying sales techniques and processes to efficiently manage sales opportunities through your funnel to a successful close. - Perform analysis of prospects' business processes and design solutions that best meet customer requirements. - Articulate complex software concepts and business solutions clearly through demonstrations and proposals. - Ability to build and maintain a sales pipeline; consistently set new prospect meetings and manage the entire sales cycle. - Depending on the location of your clients, some travel may be required. Qualifications - Minimum 2 years of experience in SMB or Mid-Market level software and/or HR tech sales with background screening sales experience preferred. - Demonstrable track record of closing business, solution selling to C-suite and over-achieving quota. - Understanding of HR technology. Experience selling background check services, payroll, or human resource related solutions and services. - You are consultative and a problem solver at heart. You readily accept, adapt, and build upon constructive feedback. - You hold yourself accountable to the goals you and your leadership have set. - You relish the opportunity to compete as an individual and as part of a team. - You use all available resources to find solutions to complex issues. - You are smart, self-motivated, organized, detail and process oriented. - You will be able to clearly articulate Accurate’s model, value proposition, and how we can help our clients. - Bachelor’s degree preferred. Requirements - The annual base salary for this position ranges from $90,000 - $135,000 + Commission (equal to 60/40 pay mix). - Pay will vary depending on job-related knowledge, skills, experience, and relevant education and training. - This position is eligible for a target sales incentive plan. - The Company also offers a full range of benefits, including medical, dental, and 401k. Benefits - Fun, fast-paced environment with lots of room for growth. - Commitment to diversity, ensuring everyone has a complete sense of belonging. - Guiding principles: Take Ownership, Be Open, Stay Curious, Work as One. Equal Opportunities Accurate is an equal-opportunity employer and is committed to hiring talented and qualified individuals with diverse backgrounds. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected veteran status, age, or any other characteristic protected by law. Accurate will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws. This posting is open for U.S.-based candidates who currently reside in the following states: CA, CO, FL, GA, IL, MD, MN, NC, NY, OH, OK, PA, TN, TX, VA, WA, WV. For Court Runner opportunities, candidates may also reside in: AZ, DE, KY, MI, NH, NV.