Job Details

POSITION SUMMARY:
Do you excel at leading teams and providing exceptional client service? Are you driven to deliver 5-star experiences and exceed expectations? If you're a strong leader who thrives in a fast-paced environment and wants to take your team's service skills to the next level, this role is for you! The Strategic Accounts Team Manager (SATM) is responsible for managing a team of Relationship Specialists and overseeing the onboarding, renewal, and daily administration of large and strategic client accounts. This role focuses on increasing annual revenue, improving client retention, and ensuring outstanding client satisfaction.

PRINCIPAL DUTIES & RESPONSIBILITIES (Core Competencies):

• Client Leadership and Strategic Account Management:
• Serve as the primary contact for large and strategic clients during onboarding, renewal, and daily account administration (Advanced).
• Lead Annual Business Reviews for the assigned block of business, presenting actionable insights and recommendations for revenue growth (Advanced).
• Work to increase annual revenue for the assigned block of business, identifying upsell and cross-sell opportunities (Intermediate).
• Team Leadership and Development:
• Manage a team of Relationship Specialists, providing training, mentorship, and ongoing coaching to enhance service skills (Advanced).
• Foster a positive and engaging team environment, promoting employee development and satisfaction (Advanced).
• Support the sales team by participating in finalist presentations for strategic accounts (Intermediate).
• Issue Resolution and Process Improvement:
• Act as the first point of escalation for client issues, intervening as needed to resolve concerns and provide exceptional service (Advanced).
• Identify opportunities for process improvements and automation, driving initiatives to enhance operational efficiency (Intermediate).
• Client Relationship Management:
• Build and maintain strong relationships with Plan Administrators, Brokers, and other stakeholders to ensure retention and business growth (Advanced).
• Educate clients on Ameriflex products, systems, tools, and policies, providing a seamless and personalized experience (Intermediate).
• Anticipate client needs and proactively address potential questions or concerns before they arise (Advanced).
• Compliance and Confidentiality:
• Handle sensitive client information with tact and discretion, adhering to HIPAA and other relevant regulations (Advanced).
• Stay informed about industry regulations and ensure the team's activities align with compliance requirements (Intermediate).
• Collaboration and Business Strategy Development:
• Work closely with internal partners to develop and execute business strategies that align with organizational goals (Intermediate).
• Maintain organized and accurate account information for each client, ensuring transparency and accessibility (Advanced).
• Other Duties:
• Perform additional tasks as assigned by the Client Experience Manager to support departmental and organizational needs.

Requirements

KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED:

• Leadership and Coaching:
• Strong leadership skills, with experience managing and developing teams to achieve high performance (Advanced).
• Ability to inspire and motivate team members to exceed client expectations and deliver exceptional service (Advanced).
• Customer-Focused Mindset:
• Passion for service excellence, with a commitment to meeting and exceeding client expectations (Advanced).
• Experience working with large client accounts, including developing strategies to increase retention and revenue (Intermediate).
• Problem-Solving and Adaptability:
• Ability to think critically and solve problems efficiently, even in high-pressure situations (Intermediate).
• Flexible and adaptable, with a forward-thinking approach to handling changing priorities and business needs (Advanced).
• Communication and Organizational Skills:
• Superior written, verbal, and organizational skills, with attention to detail in managing multiple accounts (Advanced).
• Excellent time management skills, with the ability to multitask and meet deadlines (Advanced).
• Technical Proficiency:
• Proficient in navigating web-based programs and Microsoft Excel, with the ability to analyze data and generate reports (Intermediate).
• Familiarity with industry-related software and systems used for account management and client service (Intermediate).

CREDENTIALS & EXPERIENCE:

• Education:
• Bachelor's Degree Required: In Business Administration, Management, or a related field.
• Experience:
• 5+ Years Account Management Experience Required: Demonstrated success in managing strategic accounts, with a focus on client retention and revenue growth.
• Leadership Experience Preferred: Experience managing a team, including training and development.
• Benefits Administration Experience Preferred: Familiarity with benefits administration processes and industry best practices.
• Technical Skills:
• Intermediate to Advanced Microsoft Excel Skills Preferred: Experience with data analysis and reporting.
• Industry Experience Preferred: Knowledge of the benefits administration industry and related systems.

Benefits

NOTE: The pay rate for this position is set between $75,000.00 - $80,000.00, plus annual bonus potential.

BENEFITS

• Medical Insurance
• Vision Insurance
• Dental Insurance
• 401(k) Matching
• Flexible Spending Accounts
• Health Savings Accounts
• Disability & Life Insurance
• Employee Assistance Program
• LegalShield
• ID Shield
• Commuter Reimbursement Plan
• Tuition Reimbursement
• Bonus Pay – This position falls under our corporate bonus plan, which entitles you to up to 10% of your annual salary as a bonus payout each year.

ADDITIONAL BENEFITS INCLUDE:

• Wellable membership
• Telescope Health (telehealth) through Accresa
• Intellect (mental health) application
• Employee engagement activities, including voluntary events, raffles, book club, and more!