Account Manager

<p><span style="font-family:Arial;font-size:12px;">Key Responsibilities</span></p><ul><li><span style="font-family:Arial;font-size:12px;"> Monitor and ensure achievement of sales targets through acquisition of new accounts and retention of existing clients. </span></li><li><span style="font-family:Arial;font-size:12px;"> Analyze account requirements and prepare proposals based on approved pricing and underwriting guidelines. </span></li><li><span style="font-family:Arial;font-size:12px;"> Recommend competitive pricing, benefit packages, and account solutions to support business growth and client retention. </span></li><li><span style="font-family:Arial;font-size:12px;"> Conduct client meetings, presentations, negotiations, and account reviews. </span></li><li><span style="font-family:Arial;font-size:12px;"> Manage account renewals and ensure successful closure of new and existing business opportunities. </span></li><li><span style="font-family:Arial;font-size:12px;"> Escalate pricing, benefits, and contract concerns to management for appropriate action. </span></li><li><span style="font-family:Arial;font-size:12px;"> Prepare client proposals, presentations, business correspondence, and account documentation. </span></li><li><span style="font-family:Arial;font-size:12px;"> Coordinate with internal departments such as Actuarial, Underwriting, Account Management, and Operations to ensure seamless account servicing. </span></li><li><span style="font-family:Arial;font-size:12px;"> Review and ensure completeness of all account requirements and supporting documents. </span></li><li><span style="font-family:Arial;font-size:12px;"> Ensure compliance with Know-Your-Client (KYC), governance policies, and company regulations. </span></li><li><span style="font-family:Arial;font-size:12px;"> Prepare and submit sales reports, client updates, activity calendars, pipeline reports, and profit-and-loss reports. </span></li><li><span style="font-family:Arial;font-size:12px;"> Analyze healthcare utilization data and prepare periodic utilization reports for clients and brokers. </span></li><li><span style="font-family:Arial;font-size:12px;"> Maintain strong relationships with clients to improve customer satisfaction and retention. </span></li></ul><h3><br /></h3><h4><span style="font-family:Arial;font-size:12px;">Technical Skills</span></h4><ul><li><span style="font-family:Arial;font-size:12px;"> Sales and Business Development </span></li><li><span style="font-family:Arial;font-size:12px;"> Account Management </span></li><li><span style="font-family:Arial;font-size:12px;"> Client Relationship Management (CRM) </span></li><li><span style="font-family:Arial;font-size:12px;"> Proposal Writing and Presentation Development </span></li><li><span style="font-family:Arial;font-size:12px;"> Data Analysis and Reporting </span></li><li><span style="font-family:Arial;font-size:12px;"> Pricing and Benefits Analysis </span></li><li><span style="font-family:Arial;font-size:12px;"> Contract Review and Documentation </span></li><li><span style="font-family:Arial;font-size:12px;"> Microsoft Excel (Intermediate to Advanced) </span></li><li><span style="font-family:Arial;font-size:12px;"> Microsoft PowerPoint </span></li><li><span style="font-family:Arial;font-size:12px;"> CRM Systems and Sales Tracking Tools </span></li><li><span style="font-family:Arial;font-size:12px;"> Financial and Profitability Analysis </span></li></ul><h4><span style="font-family:Arial;font-size:12px;">Soft Skills</span></h4><ul><li><span style="font-family:Arial;font-size:12px;"> Excellent Communication Skills (Verbal and Written) </span></li><li><span style="font-family:Arial;font-size:12px;"> Negotiation and Persuasion Skills </span></li><li><span style="font-family:Arial;font-size:12px;"> Relationship Building </span></li><li><span style="font-family:Arial;font-size:12px;"> Presentation and Public Speaking </span></li><li><span style="font-family:Arial;font-size:12px;"> Customer Service Orientation </span></li><li><span style="font-family:Arial;font-size:12px;"> Analytical Thinking </span></li><li><span style="font-family:Arial;font-size:12px;"> Problem Solving </span></li><li><span style="font-family:Arial;font-size:12px;"> Attention to Detail </span></li><li><span style="font-family:Arial;font-size:12px;"> Time Management </span></li><li><span style="font-family:Arial;font-size:12px;"> Collaboration and Stakeholder Management </span></li></ul><h3><span style="font-family:Arial;font-size:12px;">Recommended Training</span></h3><h4><span style="font-family:Arial;font-size:12px;">Sales & Account Management</span></h4><ul><li><span style="font-family:Arial;font-size:12px;"> Consultative Selling Techniques </span></li><li><span style="font-family:Arial;font-size:12px;"> Key Account Management </span></li><li><span style="font-family:Arial;font-size:12px;"> Business Development and Sales Pipeline Management </span></li><li><span style="font-family:Arial;font-size:12px;"> Customer Relationship Management (CRM) </span></li></ul><h4><span style="font-family:Arial;font-size:12px;">Healthcare / HMO Industry</span></h4><p></p><ul><li><span style="font-family:Arial;font-size:12px;"> Healthcare Benefits and Insurance Fundamentals </span></li><li><span style="font-family:Arial;font-size:12px;"> HMO Products and Services </span></li><li><span style="font-family:Arial;font-size:12px;"> Healthcare Utilization Analysis </span></li><li><span style="font-family:Arial;font-size:12px;"> Underwriting and Risk Assessment Basics</span></li></ul>