[Hiring] Account Advisor @illumifin

Role Description

The nation's leading administrator of insurance services is looking for YOU. This is your opportunity to join a company with a culture that promotes respect for people, integrity, learning, and initiative. WE ARE THE KIND OF EMPLOYER YOU DESERVE.

Account Management professionals are responsible for providing organized, efficient, and profitable implementation of new business or process improvements for existing business. This role will include:

• Acts as the primary point of contact and proactively manages assigned clients to promote positive long-term client relationships.
• Executes the implementation of new clients.
• Manages daily, weekly and/or monthly reports required by clients including the coordination, development, and facilitation of reports.
• Works with internal departments to develop and maintain business requirements for new or existing clients.
• Coordinates and prepares pricing and contract updates as well as the development and management of projects or department timelines as needed.
• Works with client(s) in budget development, strategic and tactical planning, and goal setting.
• Communicates effectively with senior leaders and staff, presenting information in a succinct and understandable format.
• Works closely with internal departments to ensure communication and execution of all account and business initiatives.
• Prepares documents for establishing Service agreements with clients and potential clients, investigating and resolving issues within respective accounts.
• Identifies opportunities to expand the business with existing clients through introducing new products and services.
• Handles client inquiries, resolves issues, and ensures a timely response to concerns.
• Monitors key account metrics, analyzes client data, and identifies areas for improvement.
• Oversees the delivery of project estimates to clients ensuring timely delivery and follow-up.
• Provides input and support on client budget targets to meet company goals.
• Other duties as assigned.
• New account and business implementation including:
  • Communicates with clients and internal departments to facilitate a smooth implementation.
  • Works closely with internal departments to ensure communication and execution of all account and business initiatives.
• Account management including:
  • Directs and proactively manages an assigned client base to promote positive, long-term client relationships.
  • Supports and executes the installation of new clients.
  • Conducts regular meetings to communicate business updates with both internal and external customers.
  • Responsible for the coordination, development, and facilitation of daily, weekly and/or monthly reports required by clients.
• Works directly with new or existing clients to develop and maintain business requirements.
• Manages project and department timelines.
• Creates and delivers presentations to current and potential clients.
• Stays informed on all aspects of the operation related to assigned client(s).
• Maintains strong relationships with the operations managers and departments including senior management.
• Acts as client advocate as well as supporter of what is in the best interest of the enterprise.

Qualifications

• Minimum of BA/BS degree or equivalent work experience plus 3+ years long-term care industry or operational experience.
• LTC or Health Plan experience preferred.
• Ability to manage projects to a deadline.
• Detail-oriented with excellent organizational skills.
• Proven ability to develop strong relationships and play a leadership role.
• Ability to recommend and make process improvements when needed.
• Must be self-motivated and exhibit a history of meeting or exceeding goals.
• Ability to listen to client needs and enterprise requirements to develop, manage, and execute a mutually beneficial solution.
• Awareness of how to present the enterprise in a polished and professional manner in written, verbal, and presentation settings.
• Ability to travel.
• Proficient in Microsoft applications.

Requirements

• The base salary target for this position is at $70,000 depending on experience and qualifications.