Director of Account Management

At Concordia Plans we care for those who serve by providing excellent retirement, healthcare, and benefit services. The Director of Account Management leads our account management team in providing consultative partnership to ensure service retention and growth.

Concordia Plans has a reputation for outstanding culture, most recently winning the 2024 Top Workplaces USA award, with additional special awards for Work-Life Flexibility, Compensation & Benefits and Purpose & Values. This honor goes to the country’s best employers with high performing people-first cultures. Our recent history of employment excellence also includes being awarded the 2023 Top Workplaces USA award, the Top Workplaces 2021 - 2024 St. Louis Post-Dispatch awards and the St. Louis Area Business Health Coalition’s 2020 Business Health Culture Award. Established more than 50 years ago providing service in 6,000 communities throughout the United States, we are mission focused professionals united to care for those caring for our community.

At Concordia Plans we are focused and flexible. Embracing the new normal, pioneering ways to continue to support work life balance in our family first culture. We offer competitive compensation with a benefit package, including a pension plan, 403(b), health insurance at no cost to the employee, and much more. With this exciting opportunity you can combine experience, talent, and passion as part of our team at Concordia Plans serving the workers of The Lutheran Church— Missouri Synod.

General Summary

The Director of Account Management sets growth and retention strategies for Concordia Plans’ ministry partners and serves as leader, development trainer and coach for the account management staff to obtain objectives.

Essential Job Functions

• Collaborates with AVP, Ministry Solutions & Engagement to set departmental goals that achieve organizational goals.
• Collaborates with Account Managers in setting growth and retention strategies/plans for their assigned ministry partners and ensuring alignment across regions and customers.
• Provides thought partnership and strategic guidance to AVP Ministry Solutions & Engagement and Concordia Plans internal stakeholders specific to CRM optimization.
• Provides accountability to the team through strong coaching and mentoring.
• Interfaces with multiple internal departments to produce solutions to meet prospect needs.
• Participates with Marketing and Customer Service efforts to foster understanding of the value of CPS for all employers.
• Maintains strong working knowledge of CPS benefit plans, administrative policies and current legislation.
• Ensures successful transition of customer to an assigned account team member.
• Identifies opportunities & custom solutions.
• Builds strategies for account plans that solve ministry concerns and serve member populations.
• Delegates day-to-day support to, and provide guidance for, assigned account team members.
• Supports team training and development activities.
• Monitors trends/issues, consider strategic implications and collaborates with Product teams for new solutions.
• Takes an active role in the use and application of the customer relationship management (CRM).
• Travel requirement: Overnight domestic travel up to 60%; higher during peak business cycles required, (including weekends).
  
  

Education and Experience

• Bachelor’s degree in a business or service-related discipline, preferred.
• 5 years of demonstrated strategic sales experience, to include B2B consultive sales and client facing annual reviews, preferred.
• Experience with employee benefits, healthcare, financial services or similar field, preferred.
• Sales training and development experience preferred
• Experience managing/working through RFP, desired as well as usage of a CRM (Salesforce).
• Professional benefits or sales designations / certifications, desirable.
  
  

Competencies

• Outcomes Oriented: Brings a bias for action and achieves meaningful, timely, and measurable results. Lives continuous improvement and operational excellence.
• Strategic Thinking: Demonstrates sound judgment, discernment, and church/business acumen. Encourages new thinking and makes future-focused decisions.
• Influence Others: Is a positive influence across and outside the organization. Paints a compelling picture and gains commitment for forward momentum.
• Collaboration: Builds authentic relationships and harnesses the energy of others. Adapts interpersonal style and models productive dialogue and debate.
• Change Agent: Is energized by change and welcomes new opportunities, quickly learns and adapts to change, personal maturity to evaluate and manage uncertainty and stress effectively. Ability to blend creativity and improvisational thinking with sensitivity to tradition and history.
• Problem solving: Uses rigorous logic, systematic methods and analysis to solve difficult problems, able to exercise discretion and make decisions to resolve issues and questions, anticipates the implications and consequences of situations and takes appropriate action, is excellent at objective analysis, and asks questions, seeks answers and engages others in analyzing and developing solutions.
• Social/Interpersonal skills: Interacts effectively with a wide variety of people, respectfully maintains the dignity of others, willingness to offer others personal insight and perspectives, can maintain confidences about personal information shared as examples or questions.
• Independent: Ability to work independently, prioritize work according to need and respond timely, while understanding the necessity for communicating and coordinating work efforts with other employees and departments.
• Presentation: Has the ability to effectively communicate and share information in a variety of speaking situations, such as a formal presentation, addressing a meeting or briefing a group in an engaging manner.
• Organizational savvy: Ability to navigate effectively in regulated industry and with complex organizations required; develops thorough knowledge of the structure and function of the Lutheran Church—Missouri Synod and its related entities.
• Trustworthy: Acting with integrity, being honest and credible, reliable, having positive intent, able to present the unvarnished truth in an appropriate and helpful manner; keeps confidences; admits mistakes; doesn’t misrepresent him/herself for personal gain.