Account Manager

GENERAL SUMMARY:

This position reports to the Director of Client Relations. This position will serve as an internal administrative support to all members of the Account Management Division.

PRINCIPAL DUTIES AND RESPONSIBILITIES:

• Address and resolve customer questions and by investigating problems, developing solutions, preparing reports, and coordinating with other departments.
• Track and trend issues to determine common issues that require process improvements using Monday.com, GuideCx, or other internal platforms.
• Assist the Account Executive with reporting and projects.
• Assist with preparation of open enrollment meeting materials.
• Assist the Account Executive with new client onboarding tasks.
• Ability to work independently.
• Ability to prioritize work based on changes in business needs.
• May travel for Open Enrollment meetings, job fairs, etc.
• Other possible duties as may be assigned.

GENERAL EXPECTATIONS:

• Present a positive image of Consociate Health at all times.
• Provide and promote the delivery of services with a prevailing attitude of respect and recognition of the personal worth and dignity of every individual whether they are a customer, co-worker, producer or supervisor.
• Communicate in a clear and concise manner, while also demonstrating receptivity through active listening.
• Identify and perform work that has not been specifically assigned, as needed.
• Continuously seek opportunities for improvement and suggest ways in which procedures/systems may be modified to accomplish tasks/goal efficiently and effectively,
• Demonstrate a teamwork philosophy by working cooperatively with others inside and outside the Client Relations Division.
• Attend required in-service and staff meetings.
• Preserve the confidentiality of all business-sensitive information, including but not limited to that of insured groups and individuals, employees and applicants.
• Adheres to established safety standards and utilizes proper techniques to avoid work-related injuries.

SERVICE EXPECTATIONS:

• Greet all people in a prompt and courteous manner. Communicate in a warm and courteous manner, making eye contact and speaking in a tone of voice that matches words.
• Ask customers what they need and strive to exceed their expectations. Offer and provide assistance whether or not the request falls within your specific job duties.
• Respond to customer and producer requests in a timely manner, returning calls promptly and keeping them informed of delays before they ask.
• Make decisions based on customer needs, opinions, complaints or suggestions.
• Take appropriate steps to resolve problems to the customers or producers’ satisfaction.
• Seek opportunities, provide value-added services, and eliminate tasks that do not serve our customer.
• Remain aware of products and services provided by Consociate Health

KNOWLEDGE, SKILLS AND ABILITY REQUIREMENTS:

• Bachelor’s or Associates degree in health, business or related field or comparable work experience.
• Understanding of the Insurance Industry, marketing and sales.
• Licensing in Life, Health and Accident.
• Excellent human relations skills.
• Must be articulate, possess a professional business manner and have excellent organizational and communication skills.

PHYSICAL AND MENTAL ABILITIES:

• Ability to perform sedentary work for extended periods of time.
• Ability to utilize personal computer, telephone system, and communicate with a variety of customers.
• Ability to concentrate, meet deadlines, work on several projects during the same period, and adapt to interruptions.

REPORTING STRUCTURE/SUPERVISION:

• Reports to the Director of Client Relations