Sales Account Manager (San Jose) (1752)

Job Details
Position Type : Full Time

Salary Range : $85,000.00 - $100,000.00 Salary

Purpose of Position
*Primarily field-based in the San Jose area*

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

Qualifications
Knowledge, Skills & Abilities Required

Previous account management and healthcare benefits experience a plus

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 suggested but not required

Educational Requirements

High School Diploma or equivalent required.

College degree or a minimum of 3 years related business/industry experience required

C/E courses in HIPAA, COBRA or FSA a plus

Physical Requirements
Travel required; must be able to lift suitcases/briefcases when necessary. Must be able to sit for extended periods of time and occasional standing and walking. Must have adequate hearing for phone work. Vision requirements include close vision and the ability to adjust focus. Must be able to communicate effectively in English. Must be able to use a keyboard and other office equipment. Ability to lift up to 10 pounds occasionally.

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