Account Manager

📋 Description

• Establish and nurture long-term, positive connections with clients, brokers, and vendor partners.

• Assist in the design, implementation, and daily management of wellness programs aligned with client objectives.

• Conduct regular strategy and review calls with clients and brokers.

• Lead or assist in client renewal discussions and planning initiatives.

• Identify and promote opportunities for program growth, upselling, or cross-selling.

• Tailor wellness platforms and provide virtual or on-site demonstrations as required.

• Collaborate with our Marketing Department to create and distribute marketing and educational materials to enhance engagement.

• Track participation metrics and deliver actionable insights to clients.

• Produce and analyze program utilization and performance reports.

• Raise risks or challenges to facilitate prompt resolution.

• Keep abreast of industry trends and best practices through continuous training.

• Occasionally travel for client meetings, health fairs, or on-site visits (up to 10%).

⛳️ Requirements

• Bachelor’s Degree is preferred but not mandatory.

• A minimum of 2 years of experience in account management or customer service, ideally in health and wellness, benefits, or corporate services.

• Exceptional communication, relationship management, and organizational capabilities.

• Detail-oriented with the capacity to handle multiple projects, many of which are time-sensitive.

• A collaborative, adaptable, and proactive approach is essential.

• Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).

• Experience with HubSpot is a plus!

🏝️ Benefits

• Competitive salary.

• Client retention bonuses.

• Additional incentives.

• Opportunities for growth.

• Comprehensive benefits package including Medical, Dental, Rx, Vision, Life, Disability, and Hospital reimbursement plan.

• 401k with employer match per pay period.

• Employee Assistance Program through LifeMatters EAP.

• Mental health benefits, including access to paid therapy.

• Paid maternity leave after 12 months of employment.

• Paid Time Off, including time off to volunteer in your community and a day off on your birthday.

• Casual dress code.

• Wellness program and team-building opportunities with incentives.

• Milestone anniversary program.

• Ongoing training and education.