Account Management

Job Title:
Account Manager
Department:
Member Development
Weekly

Hours:

40 hours

Reports to:

Account Management Manager
FLSA Status:
Non
- Exempt

We are seeking a detail-oriented Account Manager to support new Members as they begin their journey with Solidarity Health Share. This role focuses on providing an exceptional onboarding experience — welcoming new Members, guiding them through setup, answering questions, and ensuring they feel confident using our products or services.

• Uphold and integrate Solidarity’s Catholic and Christian identity and foster the teachings of the Church in all aspects of your job responsibilities.
• Provide clear, accurate information about products, services, and policies of SHS.
• Utilize the phone and email to work through appropriate CRM and complete tasks, including 24- hour, 30-, 60-, 90-day check-ins with members.
• Serves as a point of contact for Members with any questions that they have while onboarding.
• Educate Members on how to use the Online Portal and complete their KYC information.
• Manage the patron accounts of groups as they are introduced by the Member Development Team.
• Be ready to assist any other team as needed.
• Proactively reach out to Members and ensure they have a full understanding of the Membership.
• Work with Members through their first 90 days with any needs they may have, or when scheduling calls.
• Review any Health Questionnaire that comes through voluntarily by Members either before or after membership is achieved.
• Coordinate with internal teams to resolve issues efficiently.
• Identify opportunities to improve the onboarding process and enhance the client experience.
• Maintain a positive, professional attitude while handling client concerns or complaints.
• Perform other related duties as assigned.

• Must be able to provide proof of eligibility to legally work in the United States.
• Ability to meet or exceed weekly key performance metrics.
• Excellent communication and interpersonal skills.
• Strong organizational and problem-solving abilities.
• Comfortable with technology and customer management systems.
• Ability to multitask and manage time effectively in a fast-paced environment.
• Positive attitude and commitment to providing outstanding service.

• 1–3 years of experience in customer service, client onboarding, or account management.
• Bachelor’s degree in communication or business.

• Ability to sit/ stand for extended periods of time.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.