Account Manager

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

📋 Description

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

• Contribute to the development of processes and strategic initiatives across the company.

• Work in partnership with both internal and external stakeholders to enhance growth, retention, client relationships, and overall satisfaction.

• Build and sustain 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 encourage account adoption.

• Lead client-focused marketing initiatives.

• Create and manage account plans focusing on strategic goals, communication, growth, and retention strategies.

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

• Attend significant client meetings and events as necessary.

• Oversee account implementation processes in line with established requirements and performance standards.

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

• Handle client contracts, compliance activities, evidence of coverage, and summary plan descriptions.

• Manage communication strategies and collateral for clients and members.

• Compile and distribute reports effectively.

• Analyze reporting requirements and tailor reports for clients.

• Actively monitor clients for potential issues.

• Escalate client concerns and collaborate with relevant business partners to devise solutions.

⛳️ Requirements

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

• A minimum of 2 years of experience in account management and/or client service.

• Strong interpersonal and communication skills with the ability to influence both internal and external business partners.

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

• Capability to manage multiple concurrent account implementations, requests from clients/brokers/consultants, and business needs.

• Comprehensive understanding of business objectives, products, services, processes, competitive landscape, and the business environment.

• Ability to swiftly adapt to change and work efficiently in an agile setting.

• Demonstrated skills in identifying and solving problems.

• Familiarity with insurance platform technologies.

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

🏝️ Benefits

• Potential bonuses and commissions may be included in the compensation package.

• VSP Vision benefits are available (specific benefits linked externally).