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General Description: 
The Account Manager maintains and expands relationships with assigned clients while representing the entire range of company products and services.  The Account Manager will lead the customer account planning cycle and ensure assigned clients’ needs and expectations are met by the company.  The Account Manager is ultimately accountable for all aspects of the account, from strategic planning to relationship building, and thus should be able to see the big picture and be proactive in assessing needs and providing plan recommendations.

Essential Functions:

  • Establish productive, professional, and personable relationships with key personnel within assigned client accounts.

  • Coordinate the involvement of company personnel including Account Coordinator, Sales, and management resources to meet account performance objectives and client expectations.

  • Create and modify as needed an effective annual servicing plan for each client that meets company standards.

  • Proactively coordinate with Sales to lead strategic client account planning including the Proactively assess, clarify, and validate client needs on an ongoing basis.

  • Maintain high customer satisfaction ratings that meet company objectives and philosophy.

  • Accompany Sales Team members to new business meetings.

  • Conduct quarterly strategy session (QSS) meetings with assigned client accounts.

  • Conduct monthly client out-reach via phone.

  • Coordinate with Underwriting and outside vendors to assist in carrier selection and negotiations relative to client annual renewals.

  • Present and secure annual client renewals.

  • Communicate renewal terms, benefit changes, and new product/vendor decisions to Account Coordinators and Implementation.

  • Coordinate, manage, and present employee enrollment/benefit meetings.

  • Achieve annual revenue retention of 90% or greater for assigned book of business.

  • Interact professionally and promptly with Account Coordinators, Salespeople, Underwriting, Implementation, Administrative staff, carriers, TPAs, brokers, agents, and other miscellaneous vendors.

  • Provide outstanding, white-glove service to clients and their membership; in-person, by phone, and email.

  • Maintain current and accurate customer database files by updating company CRM database.

  • Maintain thorough knowledge of products, technology, and enrollment solutions available in the market.

  • Comply with company procedures and policies; make decisions in compliance with established standards of quality, performance, service, and security protocols.

  • Complete required education to maintain producer’s license.

  • Regular travel for client meetings, up to 25%.

  • Other duties and responsibilities as assigned.

Required Qualifications:

  • Self-Funded Plans - Prior experience with and strong knowledge of self-funded health insurance plans, including reinsurance and stop-loss contracts, required.

  • Account Management - Prior experience, required.

  • Excellent interpersonal skills, required.

  • Prior sales and marketing exposure, preferred.

  • Bachelor’s degree or equivalent industry experience, preferred.

  • Highly organized with a strong ability to establish, meet and exceed time-dated objectives.

  • Customer service driven with an ability to bridge gaps in communication and build relationships.

  • Self-starter who can successfully manage own time.  Strong ability to work independently and be self-motivated.

  • Excellent problem-solving skills and a proven ability to meet/exceed client expectations.

  • Knowledge of ERISA regulations, PPACA requirements and the impact on self-funded plans.

  • Strong computer literacy skills, with experience using the Microsoft Office suite.

Submit your resume to

Apta Health is an equal opportunity employer.

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