Account Manager

Delta Dental Plan of New Mexico•Albuquerque, NM

3d•Onsite

About The Position

The Account Manager implements, services, and retains existing group accounts in New Mexico, acting as a liaison between Delta Dental and agents, consultants, and brokers to support program administration and retention. The role reports to the Director of Sales and Account Management and is responsible for meeting objectives related to service and renewals for assigned group clients, generally groups with over 2–50 subscribers. The Account Manager supports client acquisition, satisfaction, retention, subscriber enrollment, and oral health initiatives as requested. The position develops relationships in the broker community, represents the company publicly, resolves account service issues, and provides clients and brokers with ongoing education about market updates, benefit designs, and cost-saving options. It also coordinates renewal activities, including plan design, presentations, rate negotiations, and collaboration with underwriting; prepares and presents data demonstrating the value of Delta Dental; maintains account documentation; and supports client reporting and marketing collateral. Performance expectations include meeting deadlines for broker and client inquiries and reporting, maintaining at least a 96% retention rate, and conducting at least three proactive outreach touchpoints each week that are not directly associated with a renewal. The role requires in-state travel to maintain broker relationships and may require occasional out-of-state travel. The position is based in an office and may occasionally require work before 8:00 a.m., after 5:00 p.m., or beyond 40 hours per week when necessary.

Requirements

State health insurance license, or ability to obtain one within three months of employment.
Valid New Mexico driver’s license and proof of insurance meeting or exceeding statutory requirements.
Flexibility to occasionally begin work before 8:00 a.m., end after 5:00 p.m., or work more than 40 hours a week when necessary.
Proficient computer skills and working knowledge of Microsoft applications and other database software applications.
Effective verbal, written, presentation, and listening skills.
Ability to analyze and resolve complex problems, exercise independent judgment, and demonstrate attention to detail.
Ability to manage multiple processes and projects within time and budget parameters and conduct proactive customer outreach.
Ability and willingness to lift up to 30 pounds.
Ability to work in an office during regular business hours and in an open-office environment.
Legally authorized to work in the United States.
Successfully pass a seven-year background check and drug test.
At least three years of experience in insurance sales, account management, and service of group accounts.
Intermediate to advanced knowledge of service in the health care industry.
Bachelor’s degree, with an emphasis in business, marketing, or communications; a suitable combination of education, training, and experience will be accepted.

Nice To Haves

Experience in the group benefits or insurance field.

Responsibilities

Implement, service, and retain existing group accounts in New Mexico.
Act as a liaison between Delta Dental and agents, consultants, and brokers to support program administration and retention.
Meet objectives related to services and renewals for assigned group clients.
Support client acquisition, client satisfaction, retention, subscriber enrollment goals, and oral health initiatives for non-assigned groups as requested.
Build and support relationships in the broker community and publicly represent the company and its values.
Ensure account service needs are met, including resolving issues.
Provide ongoing training and education to clients and consultants or agents on market updates, benefit designs, and cost-saving options.
Build and maintain relationships with key client and broker or agent contacts to support retention; develop and maintain contact with key individuals in the market through calls, benefit conferences, and special events.
Organize and conduct renewal activities, including plan design, renewal presentations, rate negotiations, and collaboration with the underwriting team.
Develop, review, and present data to group benefits departments demonstrating the value of Delta Dental through dental benefits, cost savings, and other relevant measures.
Maintain files and databases as required by department policies and procedures and document client activities.
Participate in business and professional organizations to build relationships and improve knowledge.
Support contractual or client-requested data requirements by ordering, reviewing, tracking, or preparing custom or standard reports, including client-specific satisfaction surveys when applicable.
Support development, production, distribution, and inventory control of marketing, advertising, and member collateral materials.
Follow departmental and corporate policies and procedures, serve internal customers, and support other departments and company goals.
Complete other related assigned duties as necessary.
Promote a fun, positive, successful, values-based culture.
Meet deadlines for broker and client inquiries and reporting, maintain a retention rate of at least 96%, and complete at least three proactive non-renewal outreach touchpoints each week.
Develop and maintain relationships with key brokers and plan administrators through in-person meetings, proactive outreach, and education; state a purpose for all calls and in-person meetings.
Travel within New Mexico to maintain broker relationships and occasionally travel out of state as required.