Sr. Director, Account Management; Remote

About the Company

Join Us!
Take the next step in your journey at Inspira Financial. You will help businesses and individuals thrive today, tomorrow, and into retirement. Become part of a company that is people centric and client obsessed in every interaction; a community of forward-thinking individuals focused on driving results to deliver our mission with an unwavering commitment to integrity. Join us as we strengthen and simplify the health and wealth journey -- relentlessly pursuing better outcomes for all.

We believe in finding the best talent! While some roles are based at one of our office locations, remote roles can sit in any of the following states: AL, AZ, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA and WV. Remote status and role locations are subject to change. Relocation is not provided.

Employees within a 90-minute radius of our Oak Brook, IL headquarters are required to adhere to the company in-office work guidelines of 4 days per month minimum from 10 am to 2 pm (1 of the 4 days must be a Monday or Friday). This requirement does not apply to support specialist positions.

The Sr. Director, Account Management, will report to the Managing Director in the H&B Account Management Department. This role is responsible for the oversight of all client related activities in a prescribed region, consisting of Team Leads (Managers) and their respective teams of Account Client Managers responsible for building strong personal and collaborative partnerships with an assigned book of business to achieve customer satisfaction, retention, and profitable growth and execute cross-sell and conversion initiatives.

The role is also responsible for developing a growth and retention strategy for the region and establishing a strong foothold with Aetna key players and other affiliates while serving as executive sponsor for key clients and working cross-functionally with various departments to support account management issues or concerns. They are expected to have high working knowledge of the client base, key contacts, pricing for renewals and ultimately execute a retention strategy to ensure revenue protection.

They champion all cross-selling activities in their respective market and ensure proper communication flow occurs throughout their organization.

• Manage and cultivate positive, collaborative relationships with clients by promoting and educating their team members and clients on the Inspira value proposition
• Execute financial strategy associated with the customer that includes short-term and long-term strategies to maximize profitability. Aimed at helping our participants with creating and achieving their healthcare financial wellness goals
• Coordinate with direct reports to grow existing client revenue through several approaches. Introduce and sell additional products to the client, grow existing product membership by supporting client member educational needs and Open Enrollment support, and lastly as appropriate adjust pricing to increase revenue using applicable renewal guidelines
• Monitor all financial/profitability/usage targets and be accountable for preparing/coaching team members to conduct quarterly business reviews with these clients and thoroughly explain the metrics and analytics for each of these accounts. This ensures proactive analysis of customer’s utilization reports
• Other duties as assigned

• Driving strategy and execution for SMB market segments
• Developing tailored account management approaches for SMB clients
• Identifying growth opportunities within SMB portfolios
• Collaborating with cross-functional teams to support SMB initiatives

• Manages a team of 5-8 directs to achieve results.
• Provides regular and timely feedback, sets performance goals, and supports professional growth.
• Leads hiring and training processes to cultivate a high-performing team.
• Directs the daily workflow of the team/department.
• Authority on and directs a distinct company-wide area of work
• Develop goals, metrics, and execution…