Strategic Account Manager I

POSITION SUMMARY:
The Strategic Account Manager I (SAM) will work as a cross-functional team member between Sales and
Service Operations to ensure the highest possible level of new business growth and client
retention/satisfaction, in addition to supporting the needs/vision of the department and Ameriflex.
SAM I will report under the Client Experience Department, but will have a dotted line to the Revenue
Team.

PRINCIPAL DUTIES & RESPONSIBILITIES:
Core Competencies

• Will be responsible for working with all departments on large market accounts
• Involved in all relevant sales, prior to the proposal, and stays with the case through implementation for large market accounts
• Responsible for ongoing account monitoring of partnerships
• Responsible for making sure all involved parties (seller, customer facing teams, executive leadership team, broker, client, other third party vendors) have clear status updates of relationships
• Responsible for implementing and renewing book of business, including developing a project plan that can be presented to the broker and client
• Responsible for identifying critical issues that may undermine a new case prior to the case being marked Closed Won
• Develop strong internal partnerships with all department leaders
• Collaborate with internal partners to develop best practices, tactical/strategic plans and procedures
• May accompany the seller and Executive team to finalist presentations or be a critical part of the finalist presentation
• Travel to large new and existing groups/brokerages for relationship building and review of current status of account
• Will work with business teams to determine best pricing for the opportunity
• Partner with all sellers, as a SAM can be brought into the pre-sale process dependent on case size of the client for any seller
• Will help to develop discovery, scoping, and presentation processes that will become required SOP for all large cases
• Manage client escalations, thoroughly documenting root cause and outcomes
• Provide executive leadership with common themes of customer pain points and recommendations for improvement
• Conduct annual business reviews for your clients and make recommendations to help increase participation and revenue
• Provide feedback on system/procedural changes impacting clients and associates
• Maintain positive relationships with Plan Administrators and Brokers to ensure retention and business growth
• Educate clients on systems, tools, and policies related to the products and services of Ameriflex
• Accountable for communicating & ensuring the understanding of information on product enhancements, systems, regulatory changes, and other corporate initiatives
• Perform other duties as assigned

Requirements:

• Must have a passion for sales and service
• Must be retention and growth oriented
• Superlative customer facing skills and has experience with large (1000+lives) cases
• Travel required
• Be willing to set high expectations for performance standards and hold themselves accountable for meeting expectations set forth
• Exhibit strong leadership skills
• Be flexible with job responsibilities as this roles responsibilities adapt based upon business needs
• Be a positive representation of the Client Experience Department by living our company’s values and high performer behaviors daily
• Must periodically spend time in the field with sellers to gain perspective on the unique challenges of our B2B sales environment
• Superior written, verbal, and organizational skills
• Ability to work and thrive in a fast-paced environment
• Be highly detail-oriented and possess strong multitasking abilities
• Ability to set and exceed client expectations
• Excellent follow up and follow through skills when communicating with clients and team members
• Ability to use critical thinking/problem solving skills to analyze a situation and thoroughly communicate the findings
• Self-motivated to learn our business, systems, and processes
• Ability to navigate between multiple web based programs
• Excellent time management and multitasking skills
• Work well under stressful situations
• Travel may be required

CREDENTIALS & EXPERIENCE:

• Bachelor’s Degree, preferred
• 5+ Years Account Management experience, required
• Industry experience and knowledge of business development and specific CDH & Cobra product administration
• Intermediate to advanced Microsoft Excel experience, preferred
• Experience in Benefits Administration, preferred

PHYSICAL DEMANDS AND WORKING CONDITIONS:
Work in an office environment; sustain posture in a seated position for prolonged periods of time; use hands to grasp and reach; occasionally stoop or kneel; see, hear, and speak with sufficient acuity to successfully perform all aspects of the job; use telephone and write or use a keyboard to communicate through written means; lift up to five pounds of weight.

This is a non-management position
This is a full time position