Account Manager

Responsibilities

• Establish and maintain strong relationships with clients, brokers, TPAs, and internal partners
• Manage the full lifecycle of assigned business, including prospect activity, sold case implementation, renewal inventory, and contract delivery
• Conduct proactive outreach through calls, emails, and meetings to assess, clarify, and validate client needs
• Leverage strong negotiation and influencing skills to align client needs with business objectives
• Manage escalated service issues to enhance the client experience
• Oversee eligibility, engagement strategies, and communication campaigns for Health Capabilities products
• Use Salesforce and CRM tools to manage account activity and documentation
• Collaborate with SLF personnel across support, service, and leadership teams to meet client expectations
• Support Client Services initiatives in partnership with Senior Account Managers

• Bachelor’s degree
• 1–3 years of experience in Group, Stop Loss, and Self‑Funded insurance
• Proven ability to deliver strong customer service and build effective client relationships with professionalism and responsiveness
• Exceptional verbal, written, and interpersonal communication skills, including strong presentation capabilities
• Demonstrated success in negotiation, persuasion, and solutions‑based service requiring cross‑department collaboration
• Strong organizational, prioritization, and multitasking skills with the ability to manage multiple tasks in a fast‑paced environment
• Strong critical thinking and problem‑solving skills with the ability to assess needs and recommend solutions
• Ability to work independently and collaboratively while maintaining professionalism, accountability, and a results‑oriented mindset
• Proficiency in Microsoft Office, including Excel
• Experience using CRM tools to track and manage account activity