Account Manager III
About The Position
The Account Manager interacts with customers at the executive level and acts as an extension of the client. The role communicates agreed-upon expectations to field offices and grows the market share of business by meeting and exceeding customer expectations through service, stewardship reporting, commitment to customer goals, and introducing, selling, and implementing additional services. This is a remote position. The Account Manager provides consultative services for new and established accounts, manages local or regional accounts with substantial revenue, supports revenue growth and collections, leads client stewardship and retention activities, and coordinates customer setup, implementation, meetings, service instructions, renewals, and sales opportunities. The role collaborates with operations and management, raises and tracks concerns, and maintains account updates and opportunities in Salesforce.
Requirements
- Bachelor's degree, national certification, or equivalent in business or sales and marketing.
- Demonstrated experience in account management.
- Knowledge of CorVel's services and completion of all CorVel Product Training Modules.
- Business acumen, enthusiasm, and decorum.
- Excellent communication and presentation skills and ability to build relationships.
- Strong interpersonal skills and commitment to customer service.
- Ability to work collaboratively and independently.
- Highly developed organizational, analytical, and time-management skills.
- Proficiency in Microsoft Office applications and CRM software, including Salesforce.
Nice To Haves
- Training within the insurance industry, managed care, or a related field.
Responsibilities
- Provide consultative customer services for one or more new or established accounts.
- Introduce new services independently or with assistance as needed.
- Handle local or regional accounts, including accounts with revenue in one region and a minimum of $1 million per account and combined revenue exceeding $3 million.
- Grow revenue with existing accounts.
- Manage all aspects of collections in conjunction with the respective operations management.
- Conduct regular stewardship meetings and oversee the integrity and delivery of client-specific reports and information.
- Serve in a consultative role by identifying trends and providing CorVel solutions to market and business challenges.
- Maintain continuous customer communication to identify and meet service expectations, and engage senior management in account status, challenges, and goals.
- Proactively raise concerns or potential issues to appropriate management and executive team members and maintain an open-items matrix documenting issues and resolutions.
- Facilitate and coordinate internal customer setup and external implementation.
- Coordinate and attend customer meetings and ensure CorVel participants are engaged.
- Discuss, understand, and meet standards agreed upon by CorVel and the customer.
- Develop and maintain account service instructions, communicate them to service staff, and post them on the Intranet.
- Manage contract renewals and price increases, coordinating with the AE and/or management team as appropriate.
- Present information to assigned customers for contract renewals, service issue discussions, or additional product sales.
- Attend the monthly Account Manager call.
- Provide monthly account updates and document new service opportunities in Salesforce.com.
- Perform additional duties as assigned.
Benefits
- Medical (HDHP) with pharmacy
- Dental insurance
- Vision insurance
- Long-term disability insurance
- Health Savings Account
- Flexible Spending Account options
- Life insurance
- Accident insurance
- Critical illness insurance
- Pre-paid legal insurance
- Parking and transit FSA accounts
- 401(k)
- ROTH 401(k)
- Paid time off
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
