Sales Account Manager (San Diego)

(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

• Travel 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