Account Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee a designated portfolio of client accounts and provide guidance on service and operational matters.

• Contribute to the organization’s initiatives aimed at creating efficient and effective customer service procedures.

• Work collaboratively with both internal and external stakeholders to enhance growth, retention, client relationships, and satisfaction strategies.

• Establish and nurture relationships with clients, partners, brokers, and consultants.

• Act as the primary service contact to ensure client satisfaction and retention.

• Promote programs, products, and services to enhance account engagement.

• Drive client-focused marketing initiatives.

• Create and manage account plans alongside Market Directors, including strategic objectives, communication, growth, and retention tactics.

• Stay informed about compliance obligations, including relevant state and federal regulations or mandates.

• Engage in significant client meetings and events, whether in-person or virtual.

• Develop and oversee the implementation processes for client accounts.

• Address unique client needs in collaboration with internal and external business partners.

• Oversee client contracts, compliance, and related documentation.

• Direct client and member communication strategies and the distribution of collateral materials.

• Compile and disseminate reports.

• Analyze reporting needs and tailor reports for clients.

• Proactively monitor clients for potential issues.

• Elevate client concerns and facilitate solutions with the appropriate business partners.

⛳️ Requirements

• Bachelor’s degree in Business Administration or a related discipline, or equivalent professional experience.

• Minimum of 2 years in account management and/or client service roles.

• Strong interpersonal and communication abilities, with the capacity to influence internal and external stakeholders.

• Experience in participating in project teams related to client needs.

• Capability to handle multiple simultaneous account implementations, requests from clients/brokers/consultants, and various business demands.

• Ability to cultivate and maintain a comprehensive understanding of business goals, products, services, processes, competitive landscape, and overall business context.

• Demonstrated capacity to adapt swiftly to change and operate effectively in an agile environment.

• Proven skills in problem identification and resolution.

• Familiarity with insurance platform technologies.

• For remote positions, a high level of engagement in virtual settings, including maintaining camera visibility during meetings.

• Must adhere to Information Security and Privacy Policies when handling sensitive personal data.

• Successful completion of pre-employment substance abuse testing is required.

🏝️ Benefits

• Potential bonuses and commissions may form part of the compensation package.

• VSP Vision benefits are offered (specific details not included in the posting).

• Option for remote work (Work From Home).