Account Manager (Remote)
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Inspira Financial
Oak Brook, IL, US
Summary
The Account Manager is responsible for building and maintaining client relationships while serving as the primary point of contact for questions and concerns. They will coordinate administrative support, identify solutions to client issues, and collaborate cross-functionally to achieve growth and renewal objectives.
Job Description
The Account Manager will report to the Director, Client Management, Associate Director, Client Management, or Sr. Manager, Client Management in the CDB Client Services Department. This role is responsible for building and maintaining the relationship with the client and for the coordination and administrative support of their assigned client accounts. This role will be the main point of contact for all client questions and concerns. Identifies client specific issues, identifies solutions, and may lead resolution working with other account managers within the organization and outside consultants and brokers to achieve growth and renewal objectives. The Account Manager is also responsible for developing strong external and internal relationships to achieve customer satisfaction, analytical, revenue, membership, and earnings objectives for existing customers in assigned business segments, products, and geographies.
- Develop a mutually rewarding working relationship with client contacts to ensure renewal of case and retention
- Follow through on outstanding issues to the point of resolution
- Offer creative product and service solutions to address client's evolving needs
- Monitor on an on-going basis client's product lines and services to ensure client's needs are being met
- Execute tactical components of the account team's business plan for customer
- Identifies client specific issues, identifies solutions, and may lead resolution working with other operational areas
- Collaborate with account team members and functional support areas on more complex product or service issues to ensure client's needs
- Collaborate cross-functionally to identify, implement, and monitor the customer's service efficiencies, including performance guarantees
- Collaborate with team members on case installation to manage the integration of client's and internal organizations, ensuring a smooth installation
- Review client key performance metrics and identify opportunities for plan design changes and efficiencies
- 10-15% travel required
- Other duties as assigned
Qualifications
Years of Experience:
- 2-4 years of experience in Account Management or Sale in the Healthcare industry
Degree:
- Bachelor’s Degree in Business, Healthcare Administration, Marketing, or related field
Certification:
- N/A
Skills & Abilities:
- Excellent analytical skills with a proactive nature
- Strong organization skills with a drive to meet deadlines
- Ability to prioritize numerous tasks
- Problem solving skills
- Clear and concise writing skills to effectively communicate with clients and brokers
- Experience presenting educational material or compelling story to clients
- 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
- Experience with Salesforce CRM preferred
Inspira Financial is your devoted health, wealth, retirement, and benefits administrator. We work with organizations and individuals to navigate paths towards a better future and turn everyday actions into life-changing impact.
We believe that together, we have the power to enrich lives. We take on the incremental, the complex, and the time-consuming—providing solutions that strengthen and simplify the health and wealth journey.
Inspira Financial is the brand name used for products and services provided by one or more of the Inspira Financial group of companies, including Inspira Financial Trust, LLC (formerly known as Millennium Trust Company, LLC) and Inspira Financial Health, Inc. (formerly known as PayFlex Systems USA, Inc.).
Retirement and custody services are provided by Inspira Financial Trust, LLC and consumer directed benefits are administered by Inspira Financial Health, Inc. Inspira Financial Trust, LLC and Inspira Financial Health, Inc. are affiliates. Inspira Financial Trust, LLC and its affiliates perform the duties of a directed custodian and/or an administrator of consumer directed benefits and, as such, do not provide due diligence to third parties on prospective investments, platforms, sponsors, or service providers, and do not offer or sell investments or provide investment, tax, or legal advice. Inspira and Inspira Financial are trademarks of Inspira Financial Trust, LLC.
Company size
1,001-5,000 employees
Industry
Financial Services
Org type
Privately Held
Headquarters
Oak Brook, Illinois
Inspira Financial is your devoted health, wealth, retirement, and benefits administrator. We work with organizations and individuals to navigate paths towards a better future and turn everyday actions into life-changing impact.
We believe that together, we have the power to enrich lives. We take on the incremental, the complex, and the time-consuming—providing solutions that strengthen and simplify the health and wealth journey.
Inspira Financial is the brand name used for products and services provided by one or more of the Inspira Financial group of companies, including Inspira Financial Trust, LLC (formerly known as Millennium Trust Company, LLC) and Inspira Financial Health, Inc. (formerly known as PayFlex Systems USA, Inc.).
Retirement and custody services are provided by Inspira Financial Trust, LLC and consumer directed benefits are administered by Inspira Financial Health, Inc. Inspira Financial Trust, LLC and Inspira Financial Health, Inc. are affiliates. Inspira Financial Trust, LLC and its affiliates perform the duties of a directed custodian and/or an administrator of consumer directed benefits and, as such, do not provide due diligence to third parties on prospective investments, platforms, sponsors, or service providers, and do not offer or sell investments or provide investment, tax, or legal advice. Inspira and Inspira Financial are trademarks of Inspira Financial Trust, LLC.
Company size
1,001-5,000 employees
Industry
Financial Services
Org type
Privately Held
Headquarters
Oak Brook, Illinois