Position Summary

The AM will be an emerging leader who is responsible for day-to-day account management of Healthcare2U (HC2U) relationships with assigned clients. The AM executes programs designed to address client needs with the primary goal of growing and retaining a profitable book of business. 

Job Responsibilities and Duties:

• Supports the assigned brokers to increase the reach of HC2U’s product distribution efforts and thereby increase the number of member lives served
• Retains and grows business by cultivating relationships with existing client decision-makers and operational contacts in the client organization
• Facilitates the timely and accurate flow of information between clients, broker account team members and HC2U
• Manages the implementation of Client Promise Plans for each client group, including a specific plan detail aimed at retention and revenue growth
• Ensures client service team understanding of client needs, service delivery methods, and the economic framework relevant to services delivered
• Executes assigned responsibilities for the client service team to deliver an outstanding client experience from Healthcare2U/PrimeCare products and services
• Supports the renewal process and manages assigned resources to implement the client-specific renewal strategy
• Actively supports client penetration and new business efforts
• Follows the Discovery Process of Client Promise to identify each client's needs and develops a Client Promise Plan to help clients achieve their goals and objectives
• Serves as a resource of industry, product and market expertise to internal and external clients
• Follow-up on invoicing and receivables processes for assigned clients to ensure timely collection
• Ensures that account data supports the integrity of company accounting and tracking systems

Compensation:

• Retention Bonus: Opportunity to earn an additional 6-10% of your base salary through retention each quarter.
• Passive Commission: Enjoy monthly commission income with no direct sales responsibilities.

Qualifications:

• Good communication and presentation skills
• Good working knowledge of the insurance business and the assigned clients’ needs as well as major lines of business
• Proficiency in Microsoft Office products such as Word, Excel, PowerPoint, and Outlook is required.
• Evidence of ability to become proficient in the use of Heathcare2U specific software tools
• Bilingual preferred; the ability to speak and write fluently Spanish

Experience:

• At least 1 year of Employee Benefits Account Management or similar experience

Education:

• Texas Health and Life License or the ability to attain one is necessary

Work Environment

• Office setting with potential for a hybrid working schedule
• May include travel, less than 10%