Consultative Account Manager

This is a fully remote position, open to applicants in California, +1 more state.

📋 Description

• Formulate and implement strategic account plans that align with client goals, enhance account value, and meet retention and revenue targets.

• Act as the principal strategic consultant for prominent accounts, clients, and broker partners.

• Spearhead strategies for renewals, retention, and upselling.

• Perform evaluations of performance and analyze client data, trends, and business challenges.

• Identify business needs and propose customized, data-driven solutions.

• Foster relationships with executive-level clients and broker stakeholders.

• Facilitate client meetings, business reviews, and strategic planning sessions.

• Collaborate across departments for implementation, service delivery, and issue resolution.

• Guide and support team members by sharing expertise in account management.

• Oversee account performance, financial outcomes, and indicators of customer satisfaction.

• Monitor market trends, competitive dynamics, and industry advancements.

• Spot opportunities for account growth, additional services, and innovative solutions.

• Ensure accountability for strategic initiatives, action plans, and client commitments.

• Assess project plans, coordinate activities, and identify necessary changes.

• Define and modify project delivery timelines as needed.

• Establish, monitor, and report on team and project metrics to leadership.

• Execute additional tasks as assigned.

⛳️ Requirements

• Minimum of 4 years of experience in employee benefits along with a bachelor’s degree.

• Proficient in business mathematics and complex analytical skills.

• Exceptional consultative selling and negotiation abilities.

• Strong time management skills with experience in handling multiple projects simultaneously under tight deadlines.

• Capability to meet specific deliverables amidst considerable pressure and tight timelines.

• Excellent written and verbal communication skills, particularly for formal business presentations.

• Ability to work independently and resourcefully with minimal oversight.

• Effective communication skills at all organizational levels in a collaborative setting.

• Advanced problem-solving skills with a capacity to work cross-functionally.

• Exceptional attention to detail and robust organizational skills.

• Willingness to travel up to 75% of the time, including overnight stays.

• Access to a personal vehicle and ability to cover travel-related expenses until reimbursement.

• Valid driver’s license and a satisfactory motor vehicle record check.

• Automobile liability insurance with coverage limits of $250,000/$500,000.

• A valid Life and Health Insurance Producer License must be obtained within 90 days of employment.

• Proof of eligibility to work in the United States is required.

• Delta Dental does not sponsor applicants for work visas.

🏝️ Benefits

• Competitive base salary and incentive compensation.

• 401(k) plan with significant matching and non-matching contributions.

• Comprehensive medical and pharmacy benefits.

• 100% employer-funded dental and vision benefits.

• Holistic wellbeing program featuring substantial financial incentives.

• Generous paid time off, including 12 paid holidays and a day off for your birthday.

• Opportunities for career development.

• Tuition reimbursement program.

• Employee recognition initiatives.

• Adoption assistance benefits.

• Support for fertility treatments.

• Assistance programs for child, elder, and pet care.

• Opportunities for social responsibility and volunteering.

• Employee discount offerings.

• Generous car allowance.