Sales Account Manager (San Diego)

Orange Office
721 S Parker Street
Suite 140
Orange, CA 928684727, USA

(Pay Range: $85,000 - $100,000/yr DOE)
*On the Road - San Diego Territory/Remote rest of days*
Purpose of position:
The Account Manager will be the primary point of contact for brokers for a variety of administrative issues. Connecting with key business executives and stakeholders is pivotal. This position will communicate with brokers on a regular basis; developing a trusting/productive relationship with them to assure revenue retention. Account Managers will also answer queries and identify new business opportunities among existing customers. Account Managers will liaise with cross-functional internal teams (including Customer Service and Sales) to improve the entire customer experience.
Essential functions:
Oversee a portfolio of assigned agencies and actively manage and develop relationships
Operate as lead point of contact for any and all matters specific to your accounts
Building and maintaining strong long-lasting relationships
Schedule monthly, quarterly and annual partner meetings to ensure confidence in our program through education and trainings
Ensure the timely and successful delivery of our solutions according to customer needs and objectives
Respond to inquiries from clients within timeframes assigned
Clearly communicate the progress of accounts to senior management and make recommendations to progress further relationship and success of each accounts
Advise brokers of any service disruptions and inform of next steps
Manage the installation and implementation process for new and existing accounts to explain benefit contract provisions and utilization procedures
Develop strategies to increase member loyalty to produce net growth results on all agency book of businesses
Responsible for effective communication and coordination within internal team and brokers
Facilitates communications between functional leaders and subject matter experts. Liaison between brokers and the internal operations staff
Oversees resolution of issues among service partners as needed
Occasional on-site attendance and punctuality are essential functions of the job
Performs other business tasks or functions as assigned
Knowledge, Skills & Abilities required:
Strong leadership and interpersonal and consultative skills needed to effectively manage clients
Strong written and verbal communication skills
Ability to work independently and assess situations quickly, making logical and appropriate decisions
Ability to multi-task and effectively work in a fast paced environment; must meet deadlines
Self-motivated, requiring little or no supervision; flexible, team player, able to motivate others
Proficiency in MS Office tools including: Outlook, Word, Excel and PowerPoint
Possess excellent facilitation skills
Develop and maintain effective business relationships with clients and functional management
Professional in attitude and appearance
Strong analytical, problem solving skills
Excellent organizational, planning and prioritization skills
Bilingual is preferred but not required
Education Requirements:
College degree or a minimum of 3 years related business/industry experience required
Previous account management and healthcare benefits experience a plus.
C/E courses in HIPAA, COBRA or FSA a plus

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