Account Manager

• Retain and grow profitable membership for assigned self-funded business groups
• Evaluate drivers of health care costs with long-term group clients
• Conduct meetings with executives and plan administrators
• Use sales and consultative skills to identify group issues and needs
• Develop recommendations and solutions for client needs
• Build relationships with employers, brokers and consultants
• Meet monthly productivity goals and maintain detailed renewal and relationship activity records
• Develop and maintain relationships with decision makers and brokers to support retention, growth and new customer opportunities
• Develop and execute group-specific strategies and document them in business plans
• Deliver client messaging demonstrating the Independent Health value proposition
• Lead seamless implementation and onboarding of new clients
• Promote wellness offerings, reimbursement accounts and COBRA programs
• Analyze medical plan performance and recommend alternatives with financial costs and risks
• Present Independent Health programs and services at employee open enrollment meetings
• Coordinate account activity with brokers and external vendors
• Deliver meaningful reporting to employers, brokers and consultants
• Assist with related events in the book of business or market segment
• Collaborate internally to provide value-added services and information
• Provide on-site staffing at community and employer events
• Work after hours and weekends, with extended hours during peak season

• High school diploma or GED required
• Bachelor’s degree preferred
• New York health insurance sales license required at employment or within 90 days of commencing employment
• Four (4) years of successful corporate sales/account management experience required
• Health insurance industry experience preferred
• Experience with self-funded business strongly preferred
• Ability to gather information, determine needs and provide solutions
• Ability to leverage relationships to facilitate growth
• Ability to handle multiple projects and priorities and manage time effectively
• Verbal and written communication skills, including telephone and in-person communication
• Ability to communicate complex messages to diverse internal and external audiences
• Ability to develop collaborative relationships with brokers, employers and leadership
• Excellent public speaking/group presentation skills
• Strong computer skills, including Microsoft Word, Excel and Power Point
• Ability to learn and use contact management systems such as Salesforce
• Ability to learn and use claims platforms such as Health Rules
• Ability to work outside core business hours
• Local travel required
• Driver’s license requirements and compliance with State Motor Vehicle laws for work-related vehicle use
• Proven examples of displaying Independent Health values:
  Passionate, Caring, Respectful, Trustworthy, Collaborative and Accountable
• Immigration or work visa sponsorship will not be provided

Demonstrates expertise in health insurance sales and account management, with a strong focus on relationship building and consultative selling to drive membership growth and retention. Proficient in analyzing healthcare costs and developing tailored solutions for clients while effectively communicating complex information to diverse audiences.

• Health Insurance Sales License
• Corporate Sales/Account Management Experience
• Self-Funded Business Experience
• Public Speaking/Group Presentation Skills
• Microsoft Office Proficiency

• Sales Skills
• Consultative Skills
• Needs Assessment
• Client Relationship Management
• Medical Plan Analysis
• Reporting and Documentation
• Project Management
• Time Management
• Data Analysis
• Business Strategy Development

• Verbal Communication
• Written Communication
• Collaboration
• Relationship Building
• Problem Solving

• High School Diploma or GED
• Bachelor’s Degree (Preferred)
• New York Health Insurance Sales License

• Health Insurance
• Self-Funded Business
• Wellness Offerings
• COBRA Programs
• Account Management
• Client Onboarding
• Employee Open Enrollment
• Brokers
• Consultants
• Community Events

• Salesforce
• Health Rules
• Microsoft Word
• Microsoft Excel
• Microsoft Power Point