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Account Executive Level Funded - Hybrid- Remote ( 2-3 days in office/week), Dallas Tx

Dallas, TX

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For immediate consideration please send resume to viviana.meza@remx.com (title: Account Executive Level Funded Dallas TX)

Looking for an Account Executive for a  third-party provider of  fully integrated healthcare administration and management solutions to employers across the United States.


Compensation: $70-$80K plus an annual bonus of 10-15%

Client Location:   Dallas, TX 75206

Work Location: Hybrid (2-3 days in office weekly)

Type of Hire: Direct Hire


Position Summary 

The Account Executive is responsible for determining account management strategies related to client service plans (level funded insurance); retention of existing clients, customer satisfaction, revenue growth, client surveys, and new business; providing program management for clients requiring complex service models; and overseeing the work of other local and national program management staff. This is a customer-facing role.




  • Retains Account Management responsibilities for own book of business, including reconciling fund account for each group  
  • Makes demonstrated effort to interact with all clients   
  • Proactively brings recommended solutions to challenging client situations. 
  • Identifies opportunities for improvement
  • Develops plans of action to address the client concerns and mobilizes resources across organization. 
  • Helps team members identify key individuals within client organization
  • Ensures consistent engagement with accounts across team. 
  • Defines high expectations for client service and results   
  • Understands client goals and ensures high quality service plans   
  • Engages clients on recurring basis to ensure satisfaction with service levels and results against client goals.
  • Captures and shares results with senior team leaders and tracks progress over time  
  • Identifies potential exposures across industries. 
  • Develops and recommends customized solutions for own and teams’ clients   
  • Responsible for approximately 75 Level Funded insurance, small group clients
  • The majority of communication and troubleshooting is with Brokers

Job Requirements

  • Bachelor’s degree desirable
  • 3 years of industry experience (TPA, Broker or Healthcare Insurance Carrier)
  • Level funded knowledge preferred
  • Insurance license preferred but not required.
  • Excellent oral and written communication, including presentation skills.
  • PC literate, including Microsoft Office products.
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