Sales Account Manager (San Jose) (1752)

Purpose Of Position

The Account Manager will primarily work in the San Jose area. Key responsibilities include connecting with business executives, managing client relationships, and communicating with brokers to retain and grow revenue.

Essential Functions

• Oversee a portfolio of assigned agencies and manage relationships
• Act as the primary point of contact for client matters
• Schedule and conduct monthly, quarterly, and annual meetings with clients
• Communicate account progress to senior management and make recommendations
• Manage the installation and implementation of new and existing accounts
• Develop strategies to increase member loyalty and generate net growth
• Facilitate communications between internal teams and brokers
• Assist in resolving issues among service partners

Qualifications

• Previous account management and healthcare benefits experience preferred
• Strong leadership, interpersonal, and consultative skills
• Effective written and verbal communication skills
• Ability to work independently and handle multiple tasks simultaneously
• Proficiency in MS Office tools
• Excellent facilitation and organizational skills
• Strong analytical and problem-solving abilities
• High school diploma or equivalent required; college degree or 3+ years related experience preferred
• Bilingualism is suggested but not required

Physical Requirements

• Travel required
• Able to lift up to 10 pounds occasionally
• Able to sit for extended periods and stand/walk occasionally
• Adequate hearing for phone work
• Close vision, ability to adjust focus, and effective communication in English
• Ability to use a keyboard and other office equipment