Account Manager

Key Responsibilities:

• Achieve assigned sales targets through the acquisition of new corporate business accounts.
• Identify, prospect, and develop new business opportunities to expand the company's client base.
• Build and maintain strong relationships with corporate clients, brokers, agents, and partner intermediaries to drive business growth and client retention.
• Analyze client requirements and endorse proposals to immediate superiors based on approved pricing and rate limits provided by the Actuarial team.
• Analyze and recommend appropriate pricing, benefit packages, and coverage options to immediate superiors to facilitate the successful closure of new accounts and renewal of existing accounts.
• Collate, analyze, and prepare client proposals using pricing recommendations from the Actuarial and Sales teams.
• Update presentation materials, proposal documents, and client correspondence, and endorse pricing and benefit-related concerns to immediate superiors for appropriate action.
• Prepare proposals and presentation materials, and conduct product and service presentations for partner intermediaries, agents, and prospective clients.
• Negotiate contract terms, pricing, and service agreements while ensuring alignment with company policies and profitability objectives.
• Coordinate with internal departments, including Actuarial, Underwriting, Operations, and Customer Service, to ensure timely processing and implementation of accounts.
• Monitor sales pipeline, forecast revenue opportunities, and maintain accurate sales records and reports.
• Stay informed about market trends, competitor activities, and industry developments to identify opportunities for business growth.
• Ensure compliance with company policies, regulatory requirements, and established sales processes.
• Deliver excellent customer service by providing prompt responses to client inquiries and resolving issues effectively throughout the sales cycle.

Qualifications

• At least 3–5 years of proven experience in corporate sales, business development, account management, or B2B sales.
• Experience in the healthcare, health insurance, HMO, employee benefits, or financial services industry is an advantage.
• Demonstrated ability to achieve and exceed sales targets while developing new business opportunities.
• Strong experience in preparing proposals, conducting client presentations, and negotiating business agreements.
• Knowledge of pricing strategies, benefit packages, and proposal preparation is preferred.
• Strong analytical and problem-solving skills with the ability to interpret client requirements and recommend appropriate solutions.
• Excellent communication, presentation, negotiation, and interpersonal skills.
• Ability to build and maintain strong relationships with corporate clients, brokers, agents, and business partners.
• Proficient in Microsoft Office applications (Excel, PowerPoint, Word) and CRM or sales management systems.
• Highly organized, results-oriented, and capable of managing multiple accounts and priorities in a fast-paced environment.
• Willing to travel for client meetings, presentations, and business development activities as needed.