Account Manager, Meritain Health (East Region)

CVS Health

17h•Hybrid

About The Position

CVS Health is building a world of health around every individual, shaping a more connected, convenient, and compassionate health experience. The company fosters a workplace where passionate colleagues innovate with purpose, prioritize safety and quality, and work to simplify health care. The Account Manager position involves examining sales, account management, and business retention metrics to support profitable growth and other business objectives. This role controls strategic business plans for accounts and customer relationships, focusing on revenue growth, member retention, and achieving financial objectives. Under general supervision, the Account Manager manages a portfolio of client accounts, ensuring high levels of customer satisfaction, retention, and account growth. Key responsibilities include analyzing complex client data, account performance, and market trends to identify opportunities for expansion, upselling, and cross-selling. The role also involves developing account plans, conducting business reviews, collaborating with internal stakeholders, designing client presentations, implementing proactive customer support, and identifying and mitigating risks within client accounts.

Requirements

2-5 years of health insurance industry and account management experience.
Proficiency with desktop software applications such as Outlook, Word, PowerPoint, Teams, and Salesforce.
Must reside in Eastern Standard Time (EST).
Travel required 10-20% of time within the United States.
Bachelor's degree or equivalent experience (HS diploma + 4 years relevant experience).

Nice To Haves

Strong critical thinking, time management, and organizational skills.
Self-funded insurance experience.
Stop-loss knowledge.
Active Life and Health License in state of residence.

Responsibilities

Examines sales, account management, and business retention metrics for products and services in support of profitable growth and other business objectives.
Controls strategic business plans for accounts and customer relationships, focusing on revenue growth, member retention, and achievement of financial objectives.
Manages a portfolio of client accounts, ensuring high levels of customer satisfaction, retention, and account growth.
Analyzes complex client data, account performance, and market trends to identify opportunities for account expansion, upselling, and cross-selling.
Develops complex account plans and strategies to maximize revenue generation, mitigate risks, and achieve account growth targets.
Conducts routine business reviews with clients, discussing performance metrics, identifying areas for improvement, and making recommendations to optimize account outcomes.
Collaborates with internal stakeholders, such as sales, marketing, and product teams, to align account strategies, deliver value-added solutions, and enhance customer experience.
Designs and delivers client presentations, proposals, and reports to showcase account performance, highlight opportunities, and drive engagement.
Implements proactive account management and customer support, addressing client inquiries, resolving issues, and ensuring a smooth and positive client experience.
Collaborates with cross-functional teams to ensure timely and accurate delivery of client projects, products, and services, meeting client expectations and driving customer satisfaction.
Identifies and assesses risks within client accounts, developing mitigation strategies and action plans to proactively address challenges and ensure long-term success.