What are the responsibilities and job description for the Account Advisor position at illumifin?
1. Acts as the primary point of contact and proactively manages assigned clients in order to promote positive long-term client relationships.
2. Executes the implementation of new clients.
3. Manages daily, weekly and/or monthly reports required by clients including the coordination, development and facilitation of reports required by the clients.
4. Works with internal departments to develop and maintain business requirements for new or existing clients.
5. Coordinates and prepares pricing and contract updates as well as the development and management of projects or department timelines as needed.
6. Works with client(s) in budget development, strategic and tactical planning and goal setting.
7. Communicate effectively with senior leaders and staff. Ability to present information is succinct and understandable format.
8. Works closely with internal departments to develop joint efforts to ensure communication and execution of all account and business initiatives are performed.
9. Prepares documents as a part of establishing Service agreements with clients and potential clients including investigating and resolving issues within the respective accounts and serving as point for interface with identified client groups.
10. Identifies opportunities to expand the business with existing clients through introducing new products and services.
11. Handles client inquiries, resolves issues and ensures a timely response to concerns.
12. Monitors key account metrics, analyzes client data and identifies areas for improvement.
13. Oversees the delivery of project estimates to clients ensuring timely delivery and follow up.
14. Provides input and support on client budget targets in order to meet company goals.
15. New account and business implementation including:
a. Communicates with clients and internal departments to help facilitate a smooth implementation.
b. Works closely with internal departments to develop joint efforts to ensure communication and execution of all account and business initiatives.
16. Account management
a. Directs and proactively manages an assigned client base in order to promote positive, long-term client relationships.
b. Supports and executes the installation of new clients.
c. Conducts regular meetings to communicate business updates with both internal and external customers.
d. Responsible for the coordination, development, and facilitation of daily, weekly and/or monthly reports required by clients.
17. Works directly with new or existing clients to develop and maintain business requirements.
18. Manages project and department timelines.
19. Create and deliver presentations to current and potential clients.
23. Acts as client advocate as well as supporter of what is in the best interest of the enterprise.
Requirements:- Minimum of BA/BS degree or equivalent work experience plus 3 years long term care industry or operational experience LTC or Health Plan experience preferred
- Ability to manage projects to a deadline
- Detail oriented with excellent organizational skills
- Proven ability to develop strong relationships and play a leadership role
- Ability to recommend and make process improvements when needed
- Ability to listen to client needs and enterprise requirements to develop, manage and execute a mutually beneficial solution
- Awareness of how to present enterprise in a polished and professional manner in written, verbal and presentation settings
- Ability to travel
- Proficient in Microsoft applications
