The Account Management Specialist 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.
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Duties & Responsibilities:
• 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
• Other duties as assigned
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Typical schedule for this position is Monday to Friday 7 a.m. CT to 4 p.m. CT / 8 a.m. ET to 5 p.m. ET
QualificationsEducation & Experience:
• 2-4 years of experience in Account Management or Sale in the Healthcare industry
• Bachelor’s Degree in Business, Healthcare Administration, Marketing, or related field
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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
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Other Requirements:
• Infrequent travel (10-20%) Ability to provide personal transportation from time to time
• Occasionally lifts up to 25 pounds
• Prolonged periods of sitting at a desk and working on a computer