Account Manager – Healthcare, Workers Compensation

📋 Description

• Reporting to the Vice President of Client Services, the Account Manager plays a crucial role in ensuring the retention, satisfaction, and growth of a portfolio of EK Health’s clients through consistent communication, precise execution of client programs, and prompt issue resolution.

• This position emphasizes relationship building, service coordination, and data-driven client support while acquiring the skills necessary to manage more complex accounts over time.

• Act as the primary day-to-day contact for assigned clients under the direction of senior leadership.

• Maintain regular communication with clients via phone, email, virtual meetings, and in-person interactions.

• Track and document all client interactions and activities within HubSpot.

• Assist in client reviews by collecting data, preparing materials, and updating client records.

• Report on program performance, achievements, and cost savings through monthly, quarterly, and/or annual stewardship reviews.

• Appropriately escalate issues, risks, or concerns to senior team members.

• Contribute to the development and upkeep of Strategic Client Plans.

• Assess opportunities for program enhancements.

• Engage in monthly client plan reviews and updates within HubSpot.

• Oversee reporting, meeting logistics, and follow-ups.

• Monitor service outcomes, basic performance metrics, and client feedback.

• Support invoice review and assist with accounts receivable follow-up.

• Coordinate issue tracking and resolution with internal teams.

• Track revenue and utilization trends for assigned clients.

• Aid in identifying potential service expansion or cross-sell opportunities.

• Assist in the preparation of reports and proposals.

• Elevate revenue declines or utilization concerns to leadership.

• Formulate a strategic plan for revenue growth or retention strategies.

• Assist with contract renewal preparations and documentation.

• Support annual fee validation and pricing reviews.

• Help review, update, and distribute client protocols as necessary.

• Ensure client records comply with contractual and operational requirements.

⛳️ Requirements

• Bachelor’s degree in Marketing, Business, or a related field.

• 1–5 years of experience in healthcare, workers’ compensation, account management, or client services.

• Strong organizational abilities and attention to detail.

• Proficient written and verbal communication skills.

• Comfortable utilizing CRM systems (HubSpot or similar).

• Solid computer skills, including proficiency in MS Office (Word, Excel, PowerPoint, Outlook & TEAMS).

• Strong persuasion, negotiation, and presentation capabilities.

• Proven history of effective decision-making and accountability for success.

• Consistent follow-up and follow-through on all client initiatives.

• Skilled in customer service relations, analysis, and problem resolution.

• A valid Driver’s License and auto insurance must always be maintained.

• Ability to juggle multiple tasks and meet deadlines.

🏝️ Benefits

• Base salary & commission structure.

• Medical, Dental, and Vision Insurance.

• 401K.

• Paid Time Off.

• Paid Holidays.

• Monthly internet stipend.

• Equipment provided.