Summa Health · 3 months ago
Account Manager - Commercial Sales - Health Insurance
Greater Cleveland
Full-time
Onsite
Mid Level
$28.10/hr - $42.15/hr
3+ years expSumma Health is an integrated healthcare delivery system based in Akron, Ohio, and they are seeking an Account Manager for Commercial Sales in Health Insurance. The role involves managing a book of business for fully-insured clients, responding to customer inquiries, and contributing to membership growth through various activities such as pre-renewal meetings and open enrollment.
Health CareMedicalNon Profit
Responsibilities
Works collaboratively with Senior Account Executives (SAE’s) to understand, develop, and implement account management strategy for assigned book of business, to include face to face interaction with clients for forecasting, collection, and understanding of critical account information about the changing environment and competition
Oversees day-to-day resolution of complaints and inquiries in timely manner, and communicates throughout the company accordingly
Manages, services, and nurtures assigned book of business to gain the highest levels of group retention, profitability, and growth, through group renewals and open enrollment activities. Monitors accounts to identify early indications of risks and opportunities. Understands when issues pose an urgent threat to business
Establishes and maintains key relationships with employers, brokers, and consultants. Consults with front-line benefits contacts to demonstrate value and build commitment to SummaCare. Entertains key accounts, brokers, and consultants, to ensure open lines of communication and build client loyalty. Invites management members to events, as appropriate
Manages group renewal process including strategizing on plans to be presented, generation of renewal rates, account presentation, and negotiation of renewal rates. Manages open enrollment to a targeted, measured level of group retention, profitability, and customer satisfaction
Coordinates with Underwriting and Management to provide accurate group data such as contribution strategy, alternative carrier benefit plan designs and rate, and other pertinent information
Masters requirements of selling and servicing large accounts that switch from fully-funded to self-funded status, including the consultative presentation of the admin. fee, reinsurance premium, reporting options, and performance guarantees
Works collaboratively with SAE’s to achieve target goals via installation of new accounts, team sales presentations, open enrollment assistance, and ensuring necessary forms and contracts are submitted. Delivers and presents group administration kits to new accounts
Collects group data, and enters into database, using information to up-sell ancillary products and services including life, dental, vision and flexible spending accounts, to achieve required production levels
Prepares biweekly or monthly call reports and renewal reports for review by management
Performs all job functions with integrity. Provides timely internal and external customer service in cooperative, professional, and respectful manner
Qualification
Required
Bachelor Degree or may substitute with four years' experience
Three (3) + years performing same or similar responsibilities
Relevant experience includes: managing and servicing accounts within a broker agency or a healthcare organization, coordination of open enrollment activities, premium/rate development, and working knowledge of insurance products and benefit plan designs
Effectively use Word, Excel, Outlook, and PowerPoint, to facilitate performance of essential job functions
Exercise judgment in renewal strategies, working to maintain and achieve profitability and growth within book of business
Maintain current knowledge of methodology behind experience rated renewals
Assess factors such as client company's primary objectives and needs to develop appropriate and competitive proposals
Organize and manage time to accurately complete tasks within designated time frames in fast-paced environment
Maintain current knowledge of and comply with regulatory and company policies & procedures
Maintain confidentiality of member health and business information
Flexible: ability to adjust work hours to meet business demands
Benefits
Medical
Dental
Vision
Life
Paid time off
Basic Life and Accidental Death & Dismemberment (AD&D)
Supplemental Life and AD&D
Dependent Life Insurance
Short-Term and Long-Term Disability
Accident Insurance, Hospital Indemnity, and Critical Illness
Retirement Savings Plan
Flexible Spending Accounts – Healthcare and Dependent Care
Employee Assistance Program (EAP)
Identity Theft Protection
Pet Insurance
Education Assistance
Daily Pay
Company
Summa Health
Summa Health is a non-profit medical care that offers orthopedic, weight management, sleep medicine, mental, and digestive health services.
5001-10000 employees
Funding
Current Stage
Late StageTotal Funding
$14.6M2024-01-17Acquired
2020-02-07Grant· $1.5M
2019-11-21Grant· $2.1M
Leadership Team
Cliff Deveny
Advisor/CEO Emeritus
Recent News
2025-11-27
Mobihealthnews
2025-11-08
2025-11-02
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