Strategic Accounts Team Manager

AE Perkins•Dallas, TX

1d•$75,000 - $80,000

About The Position

POSITION SUMMARY: Do you excel at leading teams and providing exceptional client service? Are you driven to deliver 5-star experiences and exceed expectations? If you're a strong leader who thrives in a fast-paced environment and wants to take your team's service skills to the next level, this role is for you! The Strategic Accounts Team Manager (SATM) is responsible for managing a team of Relationship Specialists and overseeing the onboarding, renewal, and daily administration of large and strategic client accounts. This role focuses on increasing annual revenue, improving client retention, and ensuring outstanding client satisfaction. PRINCIPAL DUTIES & RESPONSIBILITIES (Core Competencies): Client Leadership and Strategic Account Management: Serve as the primary contact for large and strategic clients during onboarding, renewal, and daily account administration (Advanced). Lead Annual Business Reviews for the assigned block of business, presenting actionable insights and recommendations for revenue growth (Advanced). Work to increase annual revenue for the assigned block of business, identifying upsell and cross-sell opportunities (Intermediate). Team Leadership and Development: Manage a team of Relationship Specialists, providing training, mentorship, and ongoing coaching to enhance service skills (Advanced). Foster a positive and engaging team environment, promoting employee development and satisfaction (Advanced). Support the sales team by participating in finalist presentations for strategic accounts (Intermediate). Issue Resolution and Process Improvement: Act as the first point of escalation for client issues, intervening as needed to resolve concerns and provide exceptional service (Advanced). Identify opportunities for process improvements and automation, driving initiatives to enhance operational efficiency (Intermediate). Client Relationship Management: Build and maintain strong relationships with Plan Administrators, Brokers, and other stakeholders to ensure retention and business growth (Advanced). Educate clients on Ameriflex products, systems, tools, and policies, providing a seamless and personalized experience (Intermediate). Anticipate client needs and proactively address potential questions or concerns before they arise (Advanced). Compliance and Confidentiality: Handle sensitive client information with tact and discretion, adhering to HIPAA and other relevant regulations (Advanced). Stay informed about industry regulations and ensure the team's activities align with compliance requirements (Intermediate). Collaboration and Business Strategy Development: Work closely with internal partners to develop and execute business strategies that align with organizational goals (Intermediate). Maintain organized and accurate account information for each client, ensuring transparency and accessibility (Advanced). Other Duties: Perform additional tasks as assigned by the Client Experience Manager to support departmental and organizational needs.

Requirements

Strong leadership skills, with experience managing and developing teams to achieve high performance
Ability to inspire and motivate team members to exceed client expectations and deliver exceptional service
Passion for service excellence, with a commitment to meeting and exceeding client expectations
Experience working with large client accounts, including developing strategies to increase retention and revenue
Ability to think critically and solve problems efficiently, even in high-pressure situations
Flexible and adaptable, with a forward-thinking approach to handling changing priorities and business needs
Superior written, verbal, and organizational skills, with attention to detail in managing multiple accounts
Excellent time management skills, with the ability to multitask and meet deadlines
Proficient in navigating web-based programs and Microsoft Excel, with the ability to analyze data and generate reports
Familiarity with industry-related software and systems used for account management and client service
Bachelor's Degree Required: In Business Administration, Management, or a related field
5+ Years Account Management Experience Required: Demonstrated success in managing strategic accounts, with a focus on client retention and revenue growth

Nice To Haves

Leadership Experience Preferred: Experience managing a team, including training and development.
Benefits Administration Experience Preferred: Familiarity with benefits administration processes and industry best practices.
Intermediate to Advanced Microsoft Excel Skills Preferred: Experience with data analysis and reporting.
Industry Experience Preferred: Knowledge of the benefits administration industry and related systems.

Responsibilities

Serve as the primary contact for large and strategic clients during onboarding, renewal, and daily account administration
Lead Annual Business Reviews for the assigned block of business, presenting actionable insights and recommendations for revenue growth
Work to increase annual revenue for the assigned block of business, identifying upsell and cross-sell opportunities
Manage a team of Relationship Specialists, providing training, mentorship, and ongoing coaching to enhance service skills
Foster a positive and engaging team environment, promoting employee development and satisfaction
Support the sales team by participating in finalist presentations for strategic accounts
Act as the first point of escalation for client issues, intervening as needed to resolve concerns and provide exceptional service
Identify opportunities for process improvements and automation, driving initiatives to enhance operational efficiency
Build and maintain strong relationships with Plan Administrators, Brokers, and other stakeholders to ensure retention and business growth
Educate clients on Ameriflex products, systems, tools, and policies, providing a seamless and personalized experience
Anticipate client needs and proactively address potential questions or concerns before they arise
Handle sensitive client information with tact and discretion, adhering to HIPAA and other relevant regulations
Stay informed about industry regulations and ensure the team's activities align with compliance requirements
Work closely with internal partners to develop and execute business strategies that align with organizational goals
Maintain organized and accurate account information for each client, ensuring transparency and accessibility
Perform additional tasks as assigned by the Client Experience Manager to support departmental and organizational needs

Benefits

Medical Insurance
Vision Insurance
Dental Insurance
401(k) Matching
Flexible Spending Accounts
Health Savings Accounts
Disability & Life Insurance
Employee Assistance Program
LegalShield
ID Shield
Commuter Reimbursement Plan
Tuition Reimbursement
Bonus Pay – This position falls under our corporate bonus plan, which entitles you to up to 10% of your annual salary as a bonus payout each year.
Wellable membership
Telescope Health (telehealth) through Accresa
Intellect (mental health) application
Employee engagement activities, including voluntary events, raffles, book club, and more!