Account Manager

Account Managers hold an important role on the DBS Sales Team. The primary functions of this role are to communicate effectively with existing clients and brokers in order to further develop, enhance and retain the business relationship, and to identify and close additional sales opportunities within the existing base.

Essential Job Duties and Responsibilities

1. Develop a proficient base of knowledge regarding plans administered by DBS and the industry we work in.
2. Build business relationships with key account and broker partners, as well as establish new sales opportunities.
3. Establish effective outreach protocols for existing clients to retain current business as well as identify opportunities to introduce and sell additional DBS services.
4. Meet established client retention/sales call activity requirements.
5. Identify and follow-up on new sales opportunities with assigned key clients.
6. Explain existing DBS services and describe newly developed service features to clients.
7. Participate in calls/meetings with existing insurance agency partners to become familiar with the agency team members/account executives.
8. Make regular contact with agency team members to keep them informed of activities occurring with our shared clients.
9. Ensure timely follow up with client, brokers, and agency teams.
10. Participate in networking opportunities such as agency visits, trade shows and conferences.
11. Consistently utilize CRM software to document daily activities and to maintain current client and business partner information.
12. Actively participate in department and Company meetings.
13. Establish productive working relationships with internal teams and maintain open lines of communication.
14. Adhere to internal processes and utilize appropriate resources regarding onboarding of new clients, daily administration of plans, communication of client challenges and requesting assistance with clients and business partners.
15. Other functions that may be warranted.

Required Work Skills

1. Experience in account management with a proven track record of meeting productivity requirements (related experience in employee benefits and/or insurance brokerage preferred).
2. Business acumen and understanding of sales and account retention best practices.
3. Strong written and verbal communication skills.
4. Experience with business outreach via phone and virtually.
5. Ability to learn, retain, and clearly communicate benefit plans administered by DBS.
6. Proficiency utilizing sales software (CRM).
7. Possess high level professional customer relationship building skills.
8. Ability to represent and maintain professional standards and image of DBS with customers and fellow employees.
9. Demonstrates strong organizational, schedule coordination, detail orientation, multi-tasking, and follow-through skills.
10. Able to handle confidential Personally Identifiable Information (PII) & Private Health Information (PHI) in an appropriate manner following company guidelines and policies.
11. Able to work in a varied, fast paced, changing environment and accept change positively.
12. Able to work effectively and efficiently with varied and diverse clients and business partners.
13. Able to meet and maintain established physical and environmental job requirements.
14. Other functions as may be warranted.