Account Manager

General Summary

This position serves as an internal administrative support to all members of the Account Management Division.

Principal Duties And Responsibilities

• Address and resolve customer questions by investigating problems, developing solutions, preparing reports, and coordinating with other departments.
• Track and trend issues to determine common issues that require process improvements using Monday.com, GuideCx, or other internal platforms.
• Aid the Account Executive with reporting and projects.
• Aid the Account Executive with new client onboarding tasks.
• Work independently and prioritize work based on changing business needs.
• May travel for Open Enrollment meetings, job fairs, etc.
• Perform other possible duties as assigned.

General Expectations

• Present a positive image of Consociate Health at all times.
• Provide and promote the delivery of services with respect and recognition of the personal worth and dignity of every individual.
• Communicate clearly and concisely, actively listen, and identify and perform additional tasks as needed.
• Seek opportunities for improvement and suggest modifications to procedures/systems.
• Work cooperatively with others inside and outside the Client Relations Division.
• Attend required in-service and staff meetings.
• Preserve the confidentiality of all business-sensitive information.
• Adhere to established safety standards and utilize proper techniques to avoid work-related injuries.

Service Expectations

• Greet all people in a prompt and courteous manner.
• Communicate in a warm and courteous manner, making eye contact and speaking in a tone of voice that matches words.
• Ask customers what they need and strive to exceed their expectations.
• Offer and provide assistance whether or not the request falls within your specific job duties.
• Respond to customer and producer requests in a timely manner, returning calls promptly and keeping them informed of delays before they ask.
• Take appropriate steps to resolve problems to the customers or producers' satisfaction.
• Solicit opportunities, provide value-added services, and eliminate unnecessary tasks.

Required Experience

• Bachelor's or Associate's degree in health, business, or related field or comparable work experience.
• Understanding of the Insurance Industry, marketing, and sales.
• Licensing in Life, Health, and Accident.
• Excellent human relations skills.
• Must be articulate, possess a professional business manner, and have excellent organizational and communication skills.

Physical And Mental Abilities

• Ability to perform sedentary work for extended periods of time.
• Ability to utilize personal computer, telephone system, and communicate with a variety of customers.
• Ability to concentrate, meet deadlines, work on several projects during the same period, and adapt to interruptions.