Account Advisor- Long-Term Care

About the role

Account Management professionals are responsible for providing organized, efficient, and profitable implementation of new business or process improvements for existing business. This role will include working directly with clients to develop and maintain long term relationships, while focusing on growth and expansion of services.

Responsibilities

• Works directly with clients to develop and maintain long term relationships.
• Executes the implementation of new clients.
• Manages daily, weekly and/or monthly reports required by clients including the coordination, development and facilitation of reports required by the clients.
• Works with internal departments to develop and maintain business requirements for new or existing clients.
• Coincides and prepares pricing and contract updates as well as the development and management of projects or department timelines as needed.
• Works with client(s) in budget development, strategic and tactical planning and goal setting.
• Communicate effectively with senior leaders and staff.
• Ability to present information is succinct and understandable format.
• Works closely with internal departments to develop joint efforts to ensure communication and execution of all account and business initiatives are performed.
• Prepares documents as a part of establishing Service agreements with clients and potential clients including investigating and resolving issues within the respective accounts and serving as point for interface with identified client groups.
• Identifies opportunities to expand the business with existing clients through introducing new products and services.
• Handles client inquiries, resolves issues and ensures a timely response to concerns.
• Maintains key account metrics, analyzes client data and identifies areas for improvement.
• Oversees the delivery of project estimates to clients ensuring timely delivery and follow up.
• Provides input and support on client budget targets in order to meet company goals.
• New account and business implementation including: Communicates with clients and internal departments to help facilitate a smooth implementation.
• Works closely with internal departments to develop joint efforts to ensure communication and execution of all account and business initiatives.
• Account management Directs and proactively manages an assigned client base in order to promote positive, long-term client relationships.
• Supports and executes the installation of new clients.
• Conducts regular meetings to communicate business updates with both internal and external customers.
• Responsible for the coordination, development, and facilitation of daily, weekly and/or monthly reports required by clients.
• Works directly with new or existing clients to develop and maintain business requirements.
• Manages project and department timelines.
• Create and deliver presentations to current and potential clients.
• Stay informed on all aspects of the operation related to assigned client(s).
• Maintain strong relationships with the operations managers and departments including senior management.
• Acts as client advocate as well as supporter of what is in the best interest of the enterprise.

Requirements

This role requires a bachelor’s degree in a relevant field, or equivalent work experience. A minimum of 5 years of experience in a similar role is preferred.

Qualifications

• Strong interpersonal and communication skills.
• Excellent organizational and time management skills.
• Ability to manage multiple tasks and priorities simultaneously.
• Proficiency in Microsoft Office Suite.
• Experience with project management tools and methodologies.
• Knowledge of insurance industry practices and regulations.

Skills

• Client relationship management.
• Project management.
• Financial analysis.
• Business development.
• Technical expertise.

Benefits

Our benefits package includes health insurance, retirement plans, paid time off, and more.

Pay

The salary range for this position is $60,000 - $80,000 per year.

Schedule

Full-time position with flexible hours to accommodate client needs.