Account Manager-Northeast

What You’ll Do

• Reporting and data analytics are critical tools for the Account Manager role and are required for all clients within the assigned book of business.
• Maintain a consistent reporting cadence based on client size, complexity, contractual requirements, and service needs.
• Review available reporting in advance of client and broker meetings to identify plan performance trends, cost drivers, utilization patterns, service concerns, and opportunities for recommendation.
• Ensure reporting discussions are meaningful and actionable by clearly communicating key findings, recommended next steps, responsible parties, and follow-up timelines.
• Use reporting to support proactive client consultation, renewal strategy, retention efforts, product recommendations, and overall client satisfaction.

Qualifications

• What we expect from you:
• Bachelor’s degree in business or related field
• Minimum of 5 years of Account Management experience, with a primary focus on mid-market to large group segments
• Proficiency with Salesforce and Cedargate (or related) reporting platforms
• Strong presentation skills with the ability to engage effectively with broker partners and C-suite

Additional Opportunity Details

• Target Base Compensation Range for this role is $90,000-$120,000*
• Factors that may be used to determine your actual salary include your job specific skills, education, training, job location, number of years of experience related to this role and comparison to other employees already in this role.
• Employee benefits are part of the competitive total rewards package that HealthEZ provides to you. Our comprehensive benefits program includes health benefits, retirement plan (401k), paid time off, paid leave including parental leave and more.