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Account Manager Associate

Company Description

Why Wellmark: We are a mutual insurance company owned by our policy holders across Iowa and South Dakota, and we’ve built our reputation on over 80 years’ worth of trust. We are not motivated by profits. We are motivated by the well-being of our friends, family, and neighbors–our members. If you’re passionate about joining an organization working hard to put its members first, to provide best-in-class service, and one that is committed to sustainability and innovation, consider applying today! 

Learn more about our unique benefit offerings here

Want to know more? You can learn about life at Wellmark here.

Job Description

Help us lead change and transform the member experience.

The health care industry is changing and Wellmark is working to help change it for the better. We recognize that our clients deserve health care with a focus on quality – not quantity – of care. We also recognize that health care is complex. We’re working to ensure our organization is positioned to drive deeper understanding of solutions that help our clients navigate the system and make clear, informed decisions, and we’re ensuring that we take a team-centric approach to providing consultation to our clients. The work that our Account Management teams are doing in collaboration with our business partners will create these changes, all while working to minimize health care costs.

Use your strengths as an Account Manager Associate!

As Account Manager Associate (AMA), you will participate in a comprehensive onboarding program where sales leaders, mentors, and other stakeholders will teach you the fundamentals of our business, industry, and consultative selling techniques in order to help launch your career in account management. You’ll make a measureable impact by completing daily work as well as contributing to membership retention within sales. At the end of the day, you’ll develop an understanding of our customers and the skills and competencies necessary to take on a book of business.

Ideal candidates will have at least one year of experience working within a corporate environment - ideally within sales - possess a strong financial acumen, and a desire to grow your career in account management. You value client relationships and are consultants in the making—strategic thinkers, effective at understanding what motivates others, inquisitive, strong communicators, and influencers of decisions. They’re also go-getters with track records of success and passion for continuous learning. (Our industry, after all, is complex!)

Qualifications

Required:

  • Bachelor's Degree or direct and applicable work experience.
  • 3+ years of experience working in customer/client facing roles, preferably in a corporate financial services or insurance environment. Demonstrated success building relationships, influencing decisions, developing actionable solutions, and promoting collaboration and teamwork.
  • Life and Health Insurance license required within 60 days of hire.
  • Critical thinking and problem-solving skills. Natural curiosity, business intuition, and financial acumen.
  • Strong communication and presentation skills (i.e. written, verbal, virtual, phone, in-person, etc.) with the ability to effectively communicate with varying levels of staff, leadership, and external clients. This includes both small group (i.e. client/consulting meetings) and large group (i.e. open enrollment meetings).
  • Proven experience managing multiple tasks, prioritizing, and organizing work, and meeting deadlines. Effective working under pressure while remaining flexible, adaptable, open to feedback, and professional during unanticipated setbacks.
  • Proactive, self-starter able to work independently.
  • Proficient with the Microsoft Office suite. Aptitude to learn new technology quickly. Valid Driver's License with moderate travel.

Preferred:

  • General knowledge of insurance principles.

Additional Information

Life and Health Insurance license required within 60 days of hire.

  1. Responsible for developing a deep understanding of the distribution strategy and health insurance industry through the established on-boarding program for the role. Partner closely with account teams, fostering a deep understanding of the intricacies within each business segment, internal operational workflows, and overarching expectations. Tailor strategies and solutions to meet and exceed customer needs and desires, thereby cultivating an effective and memorable customer experience.
  2. Partner with assigned Account Managers to consult and conduct needs analysis to identify coverage alternatives which may be better suited to the customer's changing needs, information, or educational needs of the customer, as well as opportunities to layer additional benefits through ancillary cross selling efforts.
  3. play effective presentation skills and be prepared to present proposals, recommendations, and education to customers. This will include attending and actively participating in consultative sales training. Complete AMA trainings and assignments, as well as annual employee online training certifications, as applicable.
  4. Develop and maintain business plans as a strategic advantage. Business plans should include strategies for renewal, expected obstacles and contract/topics you will discuss throughout sales cycle.
  5. Support the internal account service team whom they partner with to service accounts and delegates work appropriately to ensure customer needs are effectively met. Seek to understand customer inquiries, by way of research and resolution of inquiries from customers and agents. Reinforce the customer experience with customers/agents by providing prompt, courteous and accurate responses to customers and/or agents.
  6. Develop and enhance the customer experience. Be a thoughtful advisor and strategic consultant for your customers. Through regular/ in-person customer interactions and by participation in renewal activities, enhance their Wellmark experience by emphasizing our value proposition. Understand customer/consultant specific business plans focused on customer needs and appropriate consultative activities to support renewal and retention of business.
  7. Document and analyze account information and activities in CRM in a timely manner and complete other reports as required. Share key information with leadership, account manager and other internal stakeholders.
  8. Understand what data is available and important to our customers and assist in preparing recommendations in order to address customer issues and provide a timely, accurate and appropriately detailed explanation to the customer.
  9. Other duties as assigned.

An Equal Opportunity Employer

The policy of Wellmark Blue Cross Blue Shield is to recruit, hire, train and promote individuals in all job classifications without regard to race, color, religion, sex, national origin, age, veteran status, disability, sexual orientation, gender identity or any other characteristic protected by law.

Applicants requiring a reasonable accommodation due to a disability at any stage of the employment application process should contact us at [email protected]

Please inform us if you meet the definition of a "Covered DoD official".

Average salary estimate

$60000 / YEARLY (est.)
min
max
$55000K
$65000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Account Manager Associate, Wellmark, Inc.

Join Wellmark as an Account Manager Associate in Des Moines, IA, where your passion for helping others meets the dynamic world of health insurance. In this role, you’ll be at the forefront of transforming member experiences, ensuring clients navigate health care with ease and clarity. With an extensive onboarding program filled with mentorship from seasoned leaders, you’ll acquire the skills needed to excel in account management. Your daily contributions will make a real impact on membership retention, as you learn the ins and outs of the industry. Imagine collaborating with account teams to tailor strategies that align perfectly with client needs, all while fostering strong relationships. We’re looking for someone who has a knack for problem-solving and possesses solid communication skills—qualities vital in developing actionable solutions. If you hold a Bachelor’s degree, have some experience in customer-facing roles, especially within the financial services or insurance sectors, and are ready to embark on a fulfilling career path, we want to hear from you. At Wellmark, it’s not just about the job; it's about our members, our community, and the difference we make together. Ready to jump into a fulfilling role where your customer service expertise and financial acumen align to provide top-notch client experiences? Apply now to help drive positive change in health care!

Frequently Asked Questions (FAQs) for Account Manager Associate Role at Wellmark, Inc.
What are the key responsibilities of the Account Manager Associate at Wellmark?

As an Account Manager Associate at Wellmark, you will be involved in consulting clients, conducting needs analysis, and developing tailored strategies to enhance their member experience. You will work closely with assigned Account Managers to analyze coverage alternatives and ensure customer needs are met efficiently.

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What qualifications are required for the Account Manager Associate position at Wellmark?

To be eligible for the Account Manager Associate position at Wellmark, a Bachelor's degree or direct work experience is necessary, along with at least three years of experience in customer-facing roles, preferably in corporate financial services or insurance settings.

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What skills are essential for success as an Account Manager Associate at Wellmark?

Key skills for an Account Manager Associate at Wellmark include excellent communication abilities, strong problem-solving skills, critical thinking, and financial acumen. Being proactive and having experience in managing multiple tasks while delivering under pressure are also crucial.

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How does Wellmark support the career development of an Account Manager Associate?

Wellmark invests in the growth of its employees through a comprehensive onboarding program where Account Manager Associates learn fundamental business and consultative selling techniques, providing mentorship and support to effectively launch their careers.

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What does a typical day look like for an Account Manager Associate at Wellmark?

A typical day for an Account Manager Associate at Wellmark includes conducting client consultations, participating in sales training, collaborating with account teams, and working on strategic business planning to meet client needs and enhance customer satisfaction.

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Common Interview Questions for Account Manager Associate
How would you handle a challenging client situation as an Account Manager Associate?

When faced with a challenging client, it's essential to remain calm and listen actively to understand their concerns. Then, I would work to develop a tailored solution that addresses their needs, ensuring open communication throughout the process.

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Can you describe a time when you successfully built a client relationship?

For example, I once worked with a hesitant client by taking the time to learn about their specific needs and challenges. By providing actionable insights and consistent support, I gradually built trust and developed a strong, continuous relationship.

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What do you think is the most important quality for success in this role?

Strong communication skills are crucial in this role. As an Account Manager Associate, the ability to convey complex information clearly and build relationships with varying client levels can significantly impact client satisfaction.

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How would you prioritize your tasks in a busy workstation?

I would begin by assessing deadlines and the urgency of tasks, focusing first on those that have immediate customer impact. Using a task management system can help me stay organized and ensure nothing falls through the cracks.

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What motivates you to work in the insurance industry?

I’m motivated by the chance to make a real difference in people’s lives, helping them navigate complex health care options and ensuring they have the coverage they need to safeguard their well-being.

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How do you approach consultative selling?

Consultative selling begins by understanding the client’s needs and pain points thoroughly. I ask strategic questions to uncover their priorities, which helps in offering tailored solutions that genuinely meet their requirements.

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What experience do you have in liaising with multiple stakeholders?

In my previous role, I frequently collaborated with different departments to ensure client projects succeeded. Effective communication and understanding the needs of each stakeholder were key in delivering cohesive results.

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How would you keep up with industry changes relevant to your work?

Staying informed about industry changes is vital. I would regularly read relevant publications, attend workshops, and participate in networking opportunities to keep my knowledge fresh and applicable.

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Describe a time when you had to adapt to a sudden change.

Once, a major policy change affected our clients unexpectedly. I quickly gathered relevant information, communicated the change to clients with empathy, and offered solutions to help them adjust smoothly.

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What strategies would you use to enhance the customer experience at Wellmark?

Strategies would include regular communication to understand client nuances, utilizing feedback to improve services, and actively engaging clients during the renewal process to ensure satisfaction with their coverage.

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Wellmark, headquartered in Des Moines, Iowa, and established in 1939, is a health insurance company specializing in individual and family health insurance plans.

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DATE POSTED
April 17, 2025

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