Account Manager
hace 9 días
Glastonbury
Job Description SUMMARY The Account Manager serves as the primary business contact for assigned clients and is responsible for client satisfaction and retention. The Account Manager is expected to consistently provide excellent customer service to accounts, respond quickly to client needs, and provide accurate, high-quality deliverables and responses. In addition, the Account Manager must build relationships with clients and brokers to ensure high retention rates and secure growth with customers whenever possible. Essential Functions & Responsibilities • Collaborate with Underwriting to develop a proactive renewal strategy that successfully retains customers. Manage the renewal process with timely responses and creative solutions to ensure the successful continuation of client business and internal growth opportunities., • Establish and maintain mutually beneficial client business relationships by close and frequent interaction with brokers, client decision makers, and their support teams. Create and adhere to an annual client visitation plan that includes annual year-end review meetings as appropriate. Exceed expectations by attentive service to client, broker, or consultant inquiries., • Proactively provide updates on Delta products, processes, and changes; keep client plan designs current with marketplace trends., • Act as the liaison to appropriate Delta Dental staff to help resolve claim concerns, to address eligibility submission issues, and to obtain information on Delta Dental products. Coordinate the exchange of information between internal and external business partners and communicate the importance of accountability to staff., • Assist operational areas responsible for eligibility, underwriting, and billing/collections of group premiums to avoid payment delinquencies when the home office is unsuccessful in resolving issues., • Monitor group accounts to identify potential problems and work with functional areas to avoid or resolve issues. Track and follow up on problems and concerns to ensure they are resolved. Escalate issues to the appropriate level when necessary. Offer alternative solutions within Delta Dental’s established administrative processes to meet the group's needs., • Refer new business inquiries and requests for proposals to account executives. Update the sales and account management team when existing business is out to bid. Participate in the final stages of a new business sale to establish an early service and management relationship., • In partnership with account executives, attend and participate in new group implementation meetings. Manage activity to ensure new groups are installed according to requirements within the specified time frame. Ensure group requirements are documented , and Delta Dental staff involved in serving the account understand and accept the requirements., • Attend open enrollment and benefit fairs as needed, including virtual and hybrid formats. Oversee meeting material production and distribution., • Provide consistent updates to Salesforce (CRM)on all important client or business information obtained. Utilize the CRM system to enter and document workflow requests., • Proactive promotion of wellness and the benefits of good oral health. DDNJ Competencies Accountability Adaptability-Flexibility Communication-Listening Skills Customer Focus Confidentiality Ethics and Values Problem Solving-Analysis Attention to Detail Ability to Maintain Composure Dependability Knowledge, Skills & Abilities Technical and Functional • Account management (3–5+ years) with emphasis on creating, maintaining, and enhancing customer and broker relationships, • Customer knowledge and consultative selling skills; ability to execute and build effective relationships, • Business and financial acumen; strategic and organizational planning capability, • Excellent verbal and written communication skills; strong attention to detail, • Highly organized; able to manage multiple priorities, • Leadership, facilitation, strategic thinking, problem-solving, decision-making, negotiation, and analytical skills, • Broad knowledge of business functions; ability to influence, motivate, and lead cross-functional team members to achieve agreement, • Proficiency in Salesforce or comparable CRM platform; Microsoft Office Suite The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • Ability to sit and perform extensive close keyboard and PC work, • Ability to walk, talk or hear, • Ability to meet deadlines and attendance standards., • The noise level in the work environment is usually moderate. Experience Required • 3–5 years of account management experience (or equivalent combination of education, training, and experience), • Experience creating, maintaining, and enhancing customer and broker relationships, • Dental and/or medical insurance experience strongly preferred; carrier side or broker side experience a plus, • Active Health Insurance License (must have or be willing to acquire and maintain) In addition to salary, Delta Denta of New Jersey’s offerings may also include, for eligible employees, discretionary and formulaic incentive awards. Available offerings may vary by geographic location, job level, skills, experience, qualifications, education and date of hire. Benefit Disclaimer: The benefits set forth in this posting reflect DDNJ’s benefits policies in place at the time of posting, as are made available to other similarly situated employees of DDNJ, although participation is at all times in accordance with and subject to the eligibility and other provisions of such plans and programs. DDNJ reserves the right, in its sole discretion, to prospectively modify or terminate any of its benefits plans or programs at any time and for any reason, to the extent permitted by applicable law. DDNJ complies with all applicable state and federal wage and hour, pay equity and pay transparency laws. Delta Dental of New Jersey is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law.
