Account Manager

Take Command Health • Dallas, TX

10d • Hybrid

About The Position

As an Account Manager at Take Command, you will be responsible for managing and growing relationships with our existing broker partners and employer clients utilizing Individual Coverage Health Reimbursement Arrangements (ICHRA). Your primary objective will be to drive revenue growth through retention, expansion, and deepening of current partnerships, while ensuring an exceptional client experience. The following job description outlines the responsibilities and requirements for this role:

Requirements

• Bachelor's degree in Business Administration, Sales, Marketing, or a related field.
• Proven track record of 3+ years in account management or client success in a B2B environment, preferably in the healthcare industry.
• Experience working with health insurance brokers, carriers, and employer clients, with a strong understanding of the regulatory landscape.
• Excellent communication and interpersonal skills with the ability to build and maintain trust-based relationships with brokers and employers.
• Strong presentation skills to deliver compelling business reviews, product updates, and renewal discussions.
• Ability to manage a large portfolio of accounts independently while collaborating cross-functionally with internal teams.
• Strong problem-solving and decision-making skills to proactively address client challenges and find creative solutions.
• High level of organization and attention to detail to manage account activities, renewal timelines, and contract documentation.
• Proficiency in MS Office and CRM/account management software.
• Willingness to travel to meet with broker partners and employer clients and attend industry conferences as needed.
• Coachability: Open to being coached and able to take feedback and implement it quickly.
• Work Ethic: Possess the hunger and desire to put in the necessary time to achieve potential.
• Attitude: Comfortable navigating setbacks with a positive outlook.

Nice To Haves

• SaaS experience is a plus!

Responsibilities

• Serve as the primary point of contact for an assigned portfolio of broker partners and employer clients, building strong, long-term relationships that drive retention and growth.
• Develop and execute account plans to identify upsell and expansion opportunities within existing broker and employer relationships.
• Conduct regular check-ins, business reviews, and product trainings with brokers and employers to ensure they are maximizing the value of ICHRA.
• Collaborate with the sales and marketing teams to support renewal strategies, re-engagement campaigns, and referral generation from existing accounts.
• Negotiate renewal contracts and pricing agreements with employers to ensure satisfaction and profitability.
• Provide exceptional customer service to brokers and employers, proactively addressing concerns and resolving issues to maintain high satisfaction levels.
• Stay current on industry trends, regulatory changes, and competitor activities to identify risks and opportunities within your book of business.
• Monitor and report on account health metrics, renewal rates, and expansion revenue to identify areas for improvement and adjust account strategies accordingly.
• Support and mentor junior account management team members to ensure consistent client experience and achievement of retention targets.

Benefits

• Competitive pay
• Health benefits
• Generously funded ICHRA for medical, dental, and vision premiums and medical expenses
• Unlimited personal vacation
• Regular company holidays
• 401(k) with 4% match (90-day eligibility, vests over 4 years with a one year cliff)
• Competitive parental leave
• Up to two paid days of Paw-ternity leave
• ClassPass corporate membership
• Flexible on where you work

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level