Account Manager II
About The Position
The Account Manager interacts with customers at an executive level and acts as an extension of the client. The role communicates agreed-upon expectations to field offices and grows market share by meeting or exceeding customer expectations through stewardship reporting, commitment to customer goals, and introducing, selling, and implementing additional services. This is a hybrid position supporting local or regional accounts, including accounts with at least $1 million in revenue each and combined account revenue exceeding $3 million. The Account Manager provides consultative service, supports revenue growth and collections, oversees client stewardship and retention, coordinates customer setup and implementation, and manages account communications, service instructions, renewals, and opportunities. The role works with operations and senior management to address account needs and deliver agreed-upon service standards.
Requirements
- Bachelor's degree, national certification, or equivalent in business or sales and marketing.
- Demonstrated experience in account management.
- Knowledge of CorVel 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 (Salesforce).
Nice To Haves
- Training within the insurance industry, managed care, or a related field is preferred.
Responsibilities
- Provide consultative customer service 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 a minimum revenue of $1 million per account and combined revenue over $3 million.
- Grow revenue within 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; identify trends and provide CorVel solutions to market and business challenges.
- Maintain continuous customer communication to identify and uphold service expectations, and engage senior management regarding account status, challenges, and goals.
- Proactively raise concerns or potential issues to 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 service standards mutually determined 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 customers in an organized and persuasive manner for contract renewals, service issues, or additional product sales.
- Attend the Monthly Account Manager Call regularly.
- 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
