Account Advisor- Long-Term Care

The nation’s leading administrator of insurance services is looking for YOU. This is your opportunity to join a company with a culture that promotes respect for people, integrity, learning and initiative.

illumifin is a leading provider of business process outsourcing for the insurance industry, managing policies for the nation’s largest insurers. We also provide clients with unique risk management insight built upon our proprietary databases.

Account Management professionals are responsible for providing organized, efficient, and profitable implementation of new business or process improvements for existing business. This role will include working directly with clients to develop and maintain long‑term relationships, while focusing on growth and expansion of services. It will also require working closely with the Accounting and Operations departments for New Business, In‑Force Administration and Claims Services.

• Acts as the primary point of contact and proactively manages assigned clients in order to promote positive long‑term client relationships.
• Executes the implementation of new clients.
• Manages daily, weekly and/or monthly reports required by clients, including the coordination, development and facilitation of reports.
• Works with internal departments to develop and maintain business requirements for new or existing clients.
• Coordinates and prepares pricing and contract updates, and manages projects or department timelines as needed.
• Works with clients in budget development, strategic and tactical planning and goal setting.
• Communicates effectively with senior leaders and staff; presents information succinctly and understandably.
• Works closely with internal departments to develop joint efforts to ensure communication and execution of all account and business initiatives.
• Prepares documents as part of establishing service agreements with clients and potential clients, investigating and resolving issues within the respective accounts, and serves as interface with identified client groups.
• Identifies opportunities to expand the business with existing clients through introduction of new products and services.
• Handles client inquiries, resolves issues and ensures a timely response to concerns.
• Monitors key account metrics, analyzes client data and identifies areas for improvement.
• Oversees the delivery of project estimates to clients, ensuring timely delivery and follow‑up.
• Provides input and support on client budget targets to meet company goals.
• Other duties as assigned.
• New account and business implementation: communicates with clients and internal departments to facilitate a smooth implementation, prepares project and department timelines, and delivers presentations to current and potential clients.