The Account Manager Role
As an Account Manager at Take Command, you will be responsible for managing and growing relationships with our existing broker partners and employer clients utilizing Individual Coverage Health Reimbursement Arrangements (ICHRA). Your primary objective will be to drive revenue growth through retention, expansion, and deepening of current partnerships, while ensuring an exceptional client experience. The following job description outlines the responsibilities and requirements for this role:
Responsibilities:
Serve as the primary point of contact for an assigned portfolio of broker partners and employer clients, building strong, long-term relationships that drive retention and growth.
Develop and execute account plans to identify upsell and expansion opportunities within existing broker and employer relationships.
Conduct regular check-ins, business reviews, and product trainings with brokers and employers to ensure they are maximizing the value of ICHRA.
Collaborate with the sales and marketing teams to support renewal strategies, re-engagement campaigns, and referral generation from existing accounts.
Negotiate renewal contracts and pricing agreements with employers to ensure satisfaction and profitability.
Provide exceptional customer service to brokers and employers, proactively addressing concerns and resolving issues to maintain high satisfaction levels.
Stay current on industry trends, regulatory changes, and competitor activities to identify risks and opportunities within your book of business.
Monitor and report on account health metrics, renewal rates, and expansion revenue to identify areas for improvement and adjust account strategies accordingly.
Support and mentor junior account management team members to ensure consistent client experience and achievement of retention targets.