Account Manager

Job Category
:
Client Strategy and Underwriting

Requisition Number
: ACCOU
001311

• Posted :
  July 30, 2026
• Full-Time
• Hybrid

Showing 1 location

This position serves as the primary point of contact for an assigned book of business, ensuring that client needs are met and our partnership with our clients remains strong. They support an Account Executive to drive group level strategies forward and aligning internal resources to our groups. Collaborates closely with clients to understand their unique needs, challenges, and objectives, offering tailored solutions to meet their requirements.

They are accountable to working with internal teams to drive business growth, optimize operational efficiency, and deliver exceptional service to our clients. This position serves as the day-to-day point of contact for inquiries, escalations, and issue resolution.

Position Requirements:

Education, Licensure, and

Experience:

• Three+ years of insurance experience (health, dental, P & C, etc.).
• Four-year degree in business or health administration preferred.
• Two+ years’ experience preparing reports and presentations, summarizing key metrics, achievements, challenges, and recommended strategies for improvement.
• Strong proficiency in Word, Excel and PowerPoint with the ability to learn and become proficient in other computer programs.
• Active Colorado Producer License is required, or ability to obtain and maintain licensure within 6 months as a condition of employment.
• A valid driver’s license, clean driving record, and Colorado-compliant vehicle insurance are required.

Skills and Abilities:

• Well-developed ability to build and maintain working relationships with various internal and external stakeholders. Follows through with a sense of urgency on client requested operational changes.
• Well-developed understanding of employee benefits environment, insurance business, products and competitors in the market. Demonstrated ability to analyze benefit plan designs and costs.
• Underwriting acumen, including a general understanding of fully insured and self-funded arrangements, utilization reporting and general target loss ratio.
• Ability to effectively craft and communicate written and verbal targeted messages. Well-developed ability to prepare and deliver targeted client proposals.
• Independent problem solving, critical thinking, research and analytical skills.
• Utilize data analytics tools to assess the performance of client accounts, identify trends, and generate actionable insights for optimization to be presented to clients and Account Executives.
• Solid organizational, facilitation and time management skills; proactive and outcome oriented.
• Ability to exercise initiative and judgment as well as make decisions within the scope of authority; consistently demonstrate a proactive, inquisitive approach.
• Process improvement oriented; demonstrated ability to recognize and articulate opportunities for improvement.
• Team player with an appreciation of how sales related decisions impact the rest of the organization.
• Expert attention to detail.

Essential Functions

• Researches, gathers, and collates information required to support the determination of specific strategies and plans to retain and grow business in the various target segments assigned in order to meet or exceed annual Sales and Client Services targets. Works in tandem with Account Management team in the execution of these strategies and plans.
• Builds relationships with various delivery channels and clients as assigned.
• Conducts relevant research and analysis to design attractive customer driven growth and retention solutions that make good business sense for DDCO for assigned book of business.
• Works in tandem with Account Management Team in the preparation of renewal and growth specific presentations, proposals and bids.
• Clearly and consistently communicates DDCO’s value proposition and adapts Delta Dental’s key differentiators to the needs of a specific audience.
• Responsible to clients for coordinating enrollment needs and scheduling, including preparation of pre-enrollment, post-enrollment and renewal materials for broker and/or client.
• Partners with Account Executives in all aspects of client…