Account Manager

About the role

Manage an assigned book of client business, serving as an advisor on client service and operations-related issues. Contribute to corporate-wide efforts to develop efficient and effective processes that enable the company to service customers and support strategic initiatives. Collaborate with internal and external business partners on strategies that drive growth and retention, and strengthen client relationships and satisfaction.

Responsibilities

• Develop and maintain relationships with clients, partners, brokers, and consultants to identify and address requirements as they relate to products and service offerings.
• Function as the primary service contact to achieve and maintain high satisfaction levels and client retention.
• Market the value of programs, products, and services to gain adoption within each account.
• Facilitate client-related marketing initiatives.
• In collaboration with Market Directors, develop and manage account plans to include strategic objectives, communication, growth, and retention strategies.
• Develop and maintain an understanding of compliance-related items, such as state and/or federal regulations or mandates applicable to the client base.
• Participate in key client meetings, in-person or virtually, such as Client Partnership Review, finalist, Site Visit, and other events as required by the client.
• Develop and manage the implementation process to ensure client accounts are implemented according to requirements and performance standards.
• Work with internal and external business partners to address custom client requirements.
• Manage client contract, compliance, and related activities (contracts, evidence of coverage, summary plan descriptions, etc.).
• Collaboratively manage client and member communication strategies and collateral deployment.
• Responsible for report compilation and distribution.
• Interpret reporting requirements and successfully position those reports to clients.
• Proactively monitor clients to identify problematic issues.
• Escalate client issues to the appropriate business partners and drive solutions as needed.

Requirements

• College degree in Business Administration or related field, or equivalent experience.
• 2+ years of account management experience and/or client service experience.
• Effective interpersonal and communication skills with the ability to influence internal and external business partners.
• Experience participating in client-related project teams.
• Demonstrated ability to manage multiple concurrent account implementations, client/broker/consultant requests, and business needs.
• Ability to develop and maintain a strong understanding of business objectives, products, services, processes, competitive landscape, and business environment.
• Proven ability to adapt to change quickly and work effectively within an agile environment.
• Proven problem identification and solving capabilities.
• Knowledge of insurance platform technologies.
• For roles that are remote (i.e., Work From Home) or hybrid, must demonstrate a high level of engagement in virtual environments, including maintaining camera presence during meetings to support effective communication and team alignment.

Pay

Compensation range for the role is $58,656.00 - $92,328.00. Applicable salary ranges may differ across markets. Actual pay will be determined based on experience and other job-related factors permitted by law. This role may include eligible bonuses and commissions.