Purpose of position:

The Account Manager will be the primary point of contact for brokers for a variety of administrative issues. Connecting with key business executives and stakeholders is pivotal. This position will communicate with brokers on a regular basis; developing a trusting/productive relationship with them to assure revenue retention. Account Managers will also answer queries and identify new business opportunities among existing customers. Account Managers will liaise with cross-functional internal teams (including Customer Service and Sales) to improve the entire customer experience.

Essential functions:

• Oversee a portfolio of assigned agencies and actively manage and develop relationships
• Operate as lead point of contact for any and all matters specific to your accounts
• Building and maintaining strong long-lasting relationships
• Schedule monthly, quarterly and annual partner meetings to ensure confidence in our program through education and trainings
• Ensure the timely and successful delivery of our solutions according to customer needs and objectives
• Respond to inquiries from clients within timeframes assigned
• Clearly communicate the progress of accounts to senior management and make recommendations to progress further relationship and success of each accounts
• Advise brokers of any service disruptions and inform of next steps
• Manage the installation and implementation process for new and existing accounts to explain benefit contract provisions and utilization procedures
• Develop strategies to increase member loyalty to produce net growth results on all agency book of businesses
• Responsible for effective communication and coordination within internal team and brokers
• Facilitates communications between functional leaders and subject matter experts. Liaison between brokers and the internal operations staff
• Oversees resolution of issues among service partners as needed
• Occasional on-site attendance and punctuality are essential functions of the job
• Performs other business tasks or functions as assigned

Knowledge, Skills & Abilities required:

• Strong leadership and interpersonal and consultative skills needed to effectively manage clients
• Strong written and verbal communication skills
• Ability to work independently and assess situations quickly, making logical and appropriate decisions
• Ability to multi-task and effectively work in a fast paced environment; must meet deadlines
• Self-motivated, requiring little or no supervision; flexible, team player, able to motivate others
• Proficiency in MS Office tools including: Outlook, Word, Excel and PowerPoint
• Possess excellent facilitation skills
• Develop and maintain effective business relationships with clients and functional management
• Professional in attitude and appearance
• Strong analytical, problem solving skills
• Excellent organizational, planning and prioritization skills
• Bilingual is preferred but not required
• Travel required.

Education Requirements:

• College degree or a minimum of 3 years related business/industry experience required
• Previous account management and healthcare benefits experience a plus.
• C/E courses in HIPAA, COBRA or FSA a plus