Sr. Director, Account Management (Remote)
Inspira Financial, Oak Brook, Illinois, United States, 60523
About the Company
Join Us!
Take the next step in your journey at Inspira Financial. You will help businesses and individuals thrive today, tomorrow, and into retirement. Become part of a company that is people centric and client obsessed in every interaction; a community of forward-thinking individuals focused on driving results to deliver our mission with an unwavering commitment to integrity. Join us as we strengthen and simplify the health and wealth journey -- relentlessly pursuing better outcomes for all.
Location & Remote We believe in finding the best talent! While some roles are based at one of our office locations, remote roles can sit in any of the following states: AL, AZ, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA and WV. Remote status and role locations are subject to change. Relocation is not provided.
Office Requirements Employees within a 90-minute radius of our Oak Brook, IL headquarters are required to adhere to the company in-office work guidelines of 4 days per month minimum from 10 am to 2 pm (1 of the 4 days must be a Monday or Friday). This requirement does not apply to support specialist positions.
Job Summary & Responsibilities The Sr. Director, Account Management, will report to the Managing Director in the H&B Account Management Department. This role is responsible for the oversight of all client related activities in a prescribed region, consisting of Team Leads (Managers) and their respective teams of Account Client Managers responsible for building strong personal and collaborative partnerships with an assigned book of business to achieve customer satisfaction, retention, and profitable growth and execute cross-sell and conversion initiatives. The role is also responsible for developing a growth and retention strategy for the region and establishing a strong foothold with Aetna key players and other affiliates while serving as executive sponsor for key clients and working cross-functionally with various departments to support account management issues or concerns. They are expected to have high working knowledge of the client base, key contacts, pricing for renewals and ultimately execute a retention strategy to ensure revenue protection. They champion all cross-selling activities in their respective market and ensure proper communication flow occurs throughout their organization.
Duties & Responsibilities
Manage and cultivate positive, collaborative relationships with clients by promoting and educating their team members and clients on the Inspira value proposition
Execute financial strategy associated with the customer that includes short-term and long-term strategies to maximize profitability. Aimed at helping our participants with creating and achieving their healthcare financial wellness goals
Coordinate with direct reports to grow existing client revenue through several approaches. Introduce and sell additional products to the client, grow existing product membership by supporting client member educational needs and Open Enrollment support, and lastly as appropriate adjust pricing to increase revenue using applicable renewal guidelines
Monitor all financial/profitability/usage targets and be accountable for preparing/coaching team members to conduct quarterly business reviews with these clients and thoroughly explain the metrics and analytics for each of these accounts. This ensures proactive analysis of customer’s utilization reports
Other duties as assigned
Additional Responsibilities If Leading Small Business Market (SBM)
Driving strategy and execution for SMB market segments
Developing tailored account management approaches for SMB clients
Identifying growth opportunities within SMB portfolios
Collaborating with cross-functional teams to support SMB initiatives
People Leader Responsibilities
Manages a team of 5-8 directs to achieve results.
Provides regular and timely feedback, sets performance goals, and supports professional growth.
Leads hiring and training processes to cultivate a high-performing team.
Directs the daily workflow of the team/department.
Authority on and directs a distinct company-wide area of work
Develop goals, metrics, and execution plan for their function (from the broader strategy laid out by their leader) and deliver on time results as well as determine, follow, and meet their set budget plan.
Set challenging goals, and develop metrics and execution plan to accomplish them for the function
Work cross-functionally to deliver on strategic initiatives and shared goals
Coach, mentor, and challenge in a way that inspires people to reach their full potential
Preferred Qualifications Education & Experience Minimum Required
15+ years of experience in consumer directed benefits account management with 10+ years leading account management teams required
Bachelor’s degree in Business, Healthcare administration, Marketing or equivalent combination of education, experience and training required
Skills & Abilities
Ability to effectively delegate to keep team productive, with realist expectations on timelines needed to complete projects
Demonstrated ability to perform in complex situations
Demonstrated strong interpersonal skills
Experience presenting educational material or compelling story to direct reports and clients
Excellent analytical skills with a proactive nature
Strong organization skills with a drive to meet deadlines
An affinity for accuracy and efficiency
Proficiency in Microsoft Excel, Word (including mail merge) and Outlook
Strong verbal and written communication skills
An aptitude for prioritization and multi-tasking
Strong collaboration skills
A drive to learn and apply new concepts quickly
Ability to prioritize numerous tasks
Experience with Salesforce CRM preferred
Pay Range $170,000-$193,000 per year
Compensation & Benefits The compensation for this position will vary depending on factors such as your location, skills and experience. The compensation package may also include incentive and bonus opportunities. Inspira provides industry-leading benefits including, but not limited to: healthcare, 401K savings plan, company holidays, paid time off, parental leave and an employee assistance program.
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Location & Remote We believe in finding the best talent! While some roles are based at one of our office locations, remote roles can sit in any of the following states: AL, AZ, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA and WV. Remote status and role locations are subject to change. Relocation is not provided.
Office Requirements Employees within a 90-minute radius of our Oak Brook, IL headquarters are required to adhere to the company in-office work guidelines of 4 days per month minimum from 10 am to 2 pm (1 of the 4 days must be a Monday or Friday). This requirement does not apply to support specialist positions.
Job Summary & Responsibilities The Sr. Director, Account Management, will report to the Managing Director in the H&B Account Management Department. This role is responsible for the oversight of all client related activities in a prescribed region, consisting of Team Leads (Managers) and their respective teams of Account Client Managers responsible for building strong personal and collaborative partnerships with an assigned book of business to achieve customer satisfaction, retention, and profitable growth and execute cross-sell and conversion initiatives. The role is also responsible for developing a growth and retention strategy for the region and establishing a strong foothold with Aetna key players and other affiliates while serving as executive sponsor for key clients and working cross-functionally with various departments to support account management issues or concerns. They are expected to have high working knowledge of the client base, key contacts, pricing for renewals and ultimately execute a retention strategy to ensure revenue protection. They champion all cross-selling activities in their respective market and ensure proper communication flow occurs throughout their organization.
Duties & Responsibilities
Manage and cultivate positive, collaborative relationships with clients by promoting and educating their team members and clients on the Inspira value proposition
Execute financial strategy associated with the customer that includes short-term and long-term strategies to maximize profitability. Aimed at helping our participants with creating and achieving their healthcare financial wellness goals
Coordinate with direct reports to grow existing client revenue through several approaches. Introduce and sell additional products to the client, grow existing product membership by supporting client member educational needs and Open Enrollment support, and lastly as appropriate adjust pricing to increase revenue using applicable renewal guidelines
Monitor all financial/profitability/usage targets and be accountable for preparing/coaching team members to conduct quarterly business reviews with these clients and thoroughly explain the metrics and analytics for each of these accounts. This ensures proactive analysis of customer’s utilization reports
Other duties as assigned
Additional Responsibilities If Leading Small Business Market (SBM)
Driving strategy and execution for SMB market segments
Developing tailored account management approaches for SMB clients
Identifying growth opportunities within SMB portfolios
Collaborating with cross-functional teams to support SMB initiatives
People Leader Responsibilities
Manages a team of 5-8 directs to achieve results.
Provides regular and timely feedback, sets performance goals, and supports professional growth.
Leads hiring and training processes to cultivate a high-performing team.
Directs the daily workflow of the team/department.
Authority on and directs a distinct company-wide area of work
Develop goals, metrics, and execution plan for their function (from the broader strategy laid out by their leader) and deliver on time results as well as determine, follow, and meet their set budget plan.
Set challenging goals, and develop metrics and execution plan to accomplish them for the function
Work cross-functionally to deliver on strategic initiatives and shared goals
Coach, mentor, and challenge in a way that inspires people to reach their full potential
Preferred Qualifications Education & Experience Minimum Required
15+ years of experience in consumer directed benefits account management with 10+ years leading account management teams required
Bachelor’s degree in Business, Healthcare administration, Marketing or equivalent combination of education, experience and training required
Skills & Abilities
Ability to effectively delegate to keep team productive, with realist expectations on timelines needed to complete projects
Demonstrated ability to perform in complex situations
Demonstrated strong interpersonal skills
Experience presenting educational material or compelling story to direct reports and clients
Excellent analytical skills with a proactive nature
Strong organization skills with a drive to meet deadlines
An affinity for accuracy and efficiency
Proficiency in Microsoft Excel, Word (including mail merge) and Outlook
Strong verbal and written communication skills
An aptitude for prioritization and multi-tasking
Strong collaboration skills
A drive to learn and apply new concepts quickly
Ability to prioritize numerous tasks
Experience with Salesforce CRM preferred
Pay Range $170,000-$193,000 per year
Compensation & Benefits The compensation for this position will vary depending on factors such as your location, skills and experience. The compensation package may also include incentive and bonus opportunities. Inspira provides industry-leading benefits including, but not limited to: healthcare, 401K savings plan, company holidays, paid time off, parental leave and an employee assistance program.
#J-18808-Ljbffr