Account Manager (Grand Forks)

About the Role

Key Responsibilities

• Providing customer support and account management duties to assigned small group, mid-market, and/or special market clients.
• Serving as a point of contact for existing clients, maintaining positive relationships, and maximizing sales opportunities during the renewal process.
• Focusing on retaining and growing existing accounts.
• Promoting local service club and community involvement and attending local events to maintain presence in the market.
• Crafting targeted strategies designed to meet specific client needs and providing product recommendations.
• Meeting regularly with assigned client accounts and ensuring clients are consistently satisfied with the organization's products and level of service.
• Providing information to clients about changes to products, underwriting policies, and billing procedures.
• Delivering member or client materials as needed.
• Supporting open enrollment meetings and providing client trainings, if applicable.
• Identifying additional sales opportunities during the renewal process.
• Maintaining knowledge of company products, new service offerings, policies, regulations impacting the business, and highlighting benefits to the consumer.
• Collaborating with internal team members to ensure smooth implementation and coordination of renewal and sales activities.
• Ensuring necessary documentation is completed and internal systems are updated.
• Developing a professional rapport with clients to enhance ongoing business relationships.
• Travel outside of core business location is required.

Requirements

• Associate's degree in business, Marketing, Healthcare or related field.
• 3 years of Sales, marketing, or account management experience with a strong knowledge of the insurance industry and customer service experience.
• Ability to research, analyze, and define methods, practices, and procedures to resolve issues.
• Strong communication skills and flexibility to support employees in various situations.
• Creative mindset and proactive attitude to improve processes and projects.
• Self-starter with high energy, commitment to excellence, and diligent work ethic.
• Ability to prioritize and organize work with varying timelines.
• Equivalent combination of education, experience, or training may be acceptable.

Nice to Have

• Bachelor's degree preferred.

Qualifications

• Educational background including an associate's degree or higher.
• Experience in sales, marketing, or account management, particularly in the insurance industry.

Benefits & Perks

• Affordable medical, dental, and vision coverage accepted throughout the United States.
• Employer funded Lifestyle Spending Accounts, Health Savings Accounts, and Health Reimbursement Arrangements.
• Employer-paid life and disability insurance.
• 401(k) retirement plan with company match and immediate vesting.
• Paid holidays, paid time off (PTO), PTO donation program, and paid parental leave.
• Voluntary benefits including Accident, Hospital Indemnity, Critical Illness, Term/Whole Life, Cancer Care Insurance, and more.
• Robust mental health offerings including an Employee Assistance Program, Learn to Live, meQ.
• Comprehensive learning and development opportunities and an Educational Assistance Program.
• 16 hours of paid volunteer time with a $200 donation to a charity of your choice upon completion.
• Employee recognition, community initiative events, and yearly company outings.
• Workplace flexibility with different working arrangements.
• Opportunities to connect through employee committees.