Manage and maintain relationships with assigned clients to support account retention and customer satisfaction.
Identify opportunities for upselling and cross-selling products and services to expand existing client portfolios and achieve sales targets.
Analyze client utilization, medical spending, and other relevant data to develop strategic recommendations and support business decisions.
Monitor and oversee day-to-day team operations, ensuring tasks are completed efficiently and in accordance with established service standards.
Evaluate team performance, provide coaching and feedback, and ensure compliance with company policies and procedures.
Collaborate with internal departments, including Sales, Operations, Medical, Finance, and Customer Service, to improve processes and deliver effective client solutions.
Review and audit account documents and submissions to ensure accuracy, completeness, and adherence to company requirements.
Monitor existing programs and processes, identify operational gaps or issues, and recommend or implement appropriate improvements and initiatives.
Make informed decisions regarding account-related requests, including the approval or disapproval of account statuses within management systems based on company guidelines.
Prepare and present reports, analyses, and updates to management and other stakeholders as needed.
Address client concerns and coordinate timely resolution of issues to maintain strong business relationships and service quality.
Support the achievement of departmental objectives by contributing to continuous improvement initiatives and other projects assigned by management.
Qualifications
Minimum of 3–5 years of proven experience in B2B account management, corporate sales, client retention, or business development.
Previous experience in a supervisory or leadership role , with the ability to lead and manage an in-house sales or account management team.
Experience in the healthcare, health insurance, HMO, or employee benefits industry is highly preferred.
Proven ability to manage corporate client relationships, drive account retention, and achieve revenue growth through upselling and cross-selling initiatives.
Experience collaborating with cross-functional teams, including Actuarial, Underwriting, Quality/Risk Management, Operations, and Customer Service , to deliver client-focused solutions.
Working knowledge of Customer Relationship Management (CRM) systems, preferably SAP C4C (Cloud for Customer) or similar CRM platforms.
Strong analytical, negotiation, and problem-solving skills, with the ability to interpret client utilization and business data to develop strategic recommendations.
Excellent communication, presentation, and stakeholder management skills.
Proficient in Microsoft Office applications (Excel, PowerPoint, Word), with experience in preparing reports, presentations, and business reviews.
Ability to manage multiple accounts and priorities while maintaining a high level of accuracy, professionalism, and customer service.
