Hybrid Sales Account Manager (San Diego) bei WB Companies
WB Companies · San Diego, Vereinigte Staaten Von Amerika · Hybrid
- Professional
- Optionales Büro in San Diego
(Pay Range: $85,000 - $100,000 annually, depending on experience)
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