Job Details

Division Choice Administrators
Location Contra Costa
State CA
Requisition Number 19-0320
Post Date 7/24/2020
Job Title Sales Account Manager
Description *** This position requires candidate to live in one of the (or be able to have a short commute to and conduct business) following counties: Contra Costa, Napa, Solano, and Sonoma ***

The Account Manager will be the primary point of contact for brokers for a variety of administrative issues. Connecting with key business executives and stakeholders is pivotal. This position will communicate with brokers on a regular basis; developing a trusting/productive relationship with them to assure revenue retention. Account Managers will also answer queries and identify new business opportunities among existing customers. Account Managers will liaise with cross-functional internal teams (including Customer Service and Sales) to improve the entire customer experience.


Essential functions:

  • Oversee a portfolio of assigned agencies and actively manage and develop relationships
  • Operate as lead point of contact for any and all matters specific to your accounts
  • Building and maintaining strong long-lasting relationships
  • Schedule monthly, quarterly and annual partner meetings to ensure confidence in our program through education and trainings
  • Ensure the timely and successful delivery of our solutions according to customer needs and objectives
  • Respond to inquiries from clients within timeframes assigned
  • Clearly communicate the progress of accounts to senior management and make recommendations to progress further relationship and success of each accounts
  • Advise brokers of any service disruptions and inform of next steps
  • Manage the installation and implementation process for new and existing accounts to explain benefit contract provisions and utilization procedures
  • Develop strategies to increase member loyalty to produce net growth results on all agency book of businesses
  • Responsible for effective communication and coordination within internal team and brokers
  • Facilitates communications between functional leaders and subject matter experts. Liaison between brokers and the internal operations staff
  • Oversees resolution of issues among service partners as needed
  • Occasional on-site attendance and punctuality are essential functions of the job
  • Performs other business tasks or functions as assigned


Knowledge, Skills & Abilities required:

  • Strong leadership and interpersonal and consultative skills needed to effectively manage clients
  • Strong written and verbal communication skills
  • Ability to work independently and assess situations quickly, making logical and appropriate decisions
  • Ability to multi-task and effectively work in a fast paced environment; must meet deadlines
  • Self-motivated, requiring little or no supervision; flexible, team player, able to motivate others
  • Proficiency in MS Office tools including: Outlook, Word, Excel and PowerPoint
  • Possess excellent facilitation skills
  • Develop and maintain effective business relationships with clients and functional management
  • Professional in attitude and appearance
  • Strong analytical, problem solving skills
  • Excellent organizational, planning and prioritization skills
  • Bilingual is preferred but not required
  • Travel required.

Education Requirements:

  • College degree or a minimum of 3 years related business/industry experience required
  • Previous account management and healthcare benefits experience a plus.
  • C/E courses in HIPAA, COBRA or FSA a plus
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