Account Manager – Health & Life Insurance

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

📋 Description

• Act as the primary point of contact for clients and manage daily account operations.

• Serve as a bridge between clients and various internal teams across the organization.

• Ensure the prompt and successful execution of customer requests.

• Analyze sales, account management, and business retention metrics to foster profitable growth and meet business goals.

• Develop strategic business plans for accounts and customer relationships, concentrating on revenue enhancement, member retention, and financial targets.

• Oversee a portfolio of client accounts with general supervision.

• Assess intricate client data, account performance, and market trends to pinpoint opportunities for account expansion, upselling, and cross-selling.

• Create detailed account plans and strategies aimed at maximizing revenue, reducing risks, and achieving growth objectives.

• Conduct regular business reviews with clients and suggest enhancements.

• Work collaboratively with sales, marketing, product, and other interdisciplinary teams.

• Prepare and present client presentations, proposals, and reports.

• Provide proactive account management and customer support, resolving issues and addressing inquiries.

• Ensure the precise and timely completion of client projects, products, and services.

• Identify potential account risks and formulate mitigation strategies alongside action plans.

⛳️ Requirements

• 1–3 years of relevant industry experience.

• Health & Life Insurance license, or the requirement to obtain one within 90 days of employment.

• Excellent communication skills.

• Strong interpersonal abilities.

• Familiarity with problem-solving and decision-making skills.

• Proficient in Microsoft Office applications, including Word, Excel, and PowerPoint.

• Bachelor's degree or equivalent professional experience.

• Availability to work 40 hours per week.

🏝️ Benefits

• CVS Health bonus, commission, or short-term incentive program in addition to base salary.

• Medical insurance coverage.

• Dental insurance coverage.

• Vision insurance coverage.

• Paid time off.

• Options for retirement savings.

• Wellness programs.

• Additional resources supporting physical, emotional, and financial well-being, subject to eligibility.

• Comprehensive benefits package for full-time employees and their families.