Account Manager

Yesterday

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Benefit Management Software • Dental Benefit Management • Vision Benefit Management • SaaS • Provider Data Management

501 - 1000 employees

⚕️ Healthcare Insurance

💳 Fintech

☁️ SaaS

Description

• Fully remote position. • Act as liaison for clients to ensure needs are supported. • Resolve account issues collaboratively with internal departments. • Maintain effective relationships for positive client references. • Manage day-to-day communications as primary contact. • Tactfully handle situations weighing obligations and options. • Triages client requests including CSM inquiries. • Publishes agenda prior to meetings and notes after. • Tracks deliverables to ensure commitments are met. • Coordinates audits and communicates information internally. • Maintains knowledge of industry trends to address client concerns.

Requirements

• Associates Degree or equivalent years of experience in a client facing role. • Bachelor’s degree in a related field highly preferred. • 2-4 years of account management/client relations experience. • Knowledge of Microsoft office products (Excel, Word, and email) at an intermediate level. • Ability to remain organized with multiple interruptions. • Ability to manage multiple priorities and ensure timelines and deadlines are met. • Ability to work with a diverse group of internal and external individuals. • Professional demeanor; Effective customer service mindset and communication skills both in person and in written documents. • Ability to effectively present thoughts and respond to questions in a public speaking opportunity. • Ability to follow, design, document workflows necessary for good business practice. • Knowledge of or ability to learn and use Microsoft Visio (preferred).