Apply on Employer Site

CorVel Corporation · 1 day ago

Account Manager II

Charlotte, NC

Full-time

Hybrid

Mid Level

$69K/yr - $114K/yr

CorVel Corporation is a national provider of risk management solutions. The Account Manager is responsible for engaging with customers at an executive level, managing accounts, and ensuring customer satisfaction while driving revenue growth through service excellence and client stewardship.

InsuranceSoftware

Responsibilities

Provide consultative customer services for one or more new or established accounts

Introduce new services independently or with assistance as needed

Handle local or regional accounts

Manage accounts with revenue in one region and a minimum revenue amount of $1m per account with a combined revenue for all accounts of over $3m

Revenue growth with existing accounts

Accounts Receivable - Responsible for all aspects of collections in conjunction with the respective operations management

Client Stewardship- Responsible for conducting regular stewardship meetings and overseeing the integrity and delivery of client specific reports and information; must perform in a consultative role identifying trends and providing CorVel solutions to market and business challenges

Client Retention - Maintain continuous communication with customers to ensure that all service expectations are identified and maintained; communicate and engage senior management in account status, challenges and goals; every national account and large account will have an RVP (Regional Vice President) as a senior operations representative assigned to the account

Proactively raise concerns or potential issues to appropriate members of the management and executive team to remedy immediate concerns before they become issues; maintain an open items matrix to document all issues and resolution

Facilitate and coordinate internal customer set-up and external implementation

Coordinate and attend customer meetings; ensure CorVel participants are engaged

Discuss, understand, and meet agreed upon standards as mutually determined by CorVel and customer

Develop/maintain account service instructions/communicate to service staff and post on the Intranet

Manage contract renewals/price increases; coordinate with the AE and/or management team as appropriate

Present information to assigned customers in an organized and persuasive fashion for contract renewals, service issue discussions, or additional product sales

Regular attendance on the Monthly Account Manager Call

Provide monthly account updates and document all new service opportunities in Salesforce.com

Additional duties as assigned

Qualification

Account managementSalesforceMicrosoft OfficeCustomer serviceAnalytical skillsBusiness acumenCommunication skillsInterpersonal skillsOrganizational skillsTime management

Required

Geographically located in North or South Carolina

Provide consultative customer services for one or more new or established accounts

Introduce new services independently or with assistance as needed

Handle local or regional accounts

Manage accounts with revenue in one region and a minimum revenue amount of $1m per account with a combined revenue for all accounts of over $3m

Revenue growth with existing accounts

Responsible for all aspects of collections in conjunction with the respective operations management

Responsible for conducting regular stewardship meetings and overseeing the integrity and delivery of client specific reports and information

Maintain continuous communication with customers to ensure that all service expectations are identified and maintained

Proactively raise concerns or potential issues to appropriate members of the management and executive team

Facilitate and coordinate internal customer set-up and external implementation

Coordinate and attend customer meetings; ensure CorVel participants are engaged

Discuss, understand, and meet agreed upon standards as mutually determined by CorVel and customer

Develop/maintain account service instructions/communicate to service staff and post on the Intranet

Manage contract renewals/price increases; coordinate with the AE and/or management team as appropriate

Present information to assigned customers in an organized and persuasive fashion for contract renewals, service issue discussions, or additional product sales

Regular attendance on the Monthly Account Manager Call

Provide monthly account updates and document all new service opportunities in Salesforce.com

Reliable professional with the ability to achieve balance between customer orientation and a results-driven approach

Knowledge of CorVel's services and completion of all CorVel Product Training Modules

Business acumen, coupled with enthusiasm and decorum

Excellent communication/presentation skills and ability to build relationships

Strong interpersonal skills and commitment to customer service

Able to work collaboratively and independently

Highly developed organizational abilities as well as analytical and time management skills

Must be proficient in Microsoft Office applications and CRM software (Salesforce)

Bachelor's degree, national certification or equivalent in business or sales and marketing

Demonstrated experience in account management