Account Manager (open to hiring at other levels)

About the position

The health care industry is changing and Wellmark is working to help change it for the better. We recognize that our clients deserve health care with a focus on quality - not quantity - of care. We also recognize that health care is complex. We're working to ensure our organization is positioned to drive deeper understanding of solutions that help our clients navigate the system and make clear, informed decisions, and we're ensuring that we take a team-centric approach to providing consultation to our clients. The work that our Account Management teams are doing in collaboration with our business partners will create these changes, all while working to minimize health care costs. As an Account Manager - Large Group, you will retain profitable health business, cross-sell products, and manage key relationships with customers, consultants for the purpose of selling/retaining health and specialty benefits business. Your effective consultation will enhance the understanding of benefits, in addition to identifying the need for potential changes to existing coverage and/or opportunities for cross-selling specialty benefits products or financial services. In addition, you'll formulate and implement a broad business plan for account and consultant management, which incorporates customer-specific considerations and aligns with corporate or product strategies and initiatives.

Responsibilities

• Responsible for the profitable retention of health customers and ancillary cross selling, through positive business relationships with customers, agents and consultants.
• Develop and enhance the customer experience by being a thoughtful consultant and strategic business partner for customers.
• Consult and conduct needs analysis to identify coverage alternatives which may be better suited to the customer's changing needs.
• Support the internal account service team to service accounts and delegate work appropriately.
• Document and analyze account information and activities in Customer Relationship Management (CRM) system.
• Analyze data to address customer issues and provide timely, accurate explanations to the customer.
• Share key information with leadership and other internal stakeholders regarding their book of business.
• Other duties as assigned.

Requirements

• Bachelor's Degree or direct and applicable work experience.
• 1+ year of experience in sales, account management, or related role with increasing levels of accountability.
• Consultative selling skills with the ability to persuade and influence others.
• Strong written/verbal communication skills.
• Effective critical thinking, strategic planning, time management, prioritization, and documentation skills.
• Valid Driver's License with moderate travel (20-30%).
• Life & Health insurance license or ability to successfully obtain the license within 60 days of hire.

Nice-to-haves

• Health insurance industry or related experience with knowledge of products, services, funding arrangements, underwriting methodologies, etc.
• Knowledge of applicable industry rules or regulations.