The Word & Brown Companies · 1 week ago
Sales Account Manager
San Jose, CA
Full-time
Hybrid
Mid Level
3+ years expThe Word & Brown Companies is seeking a Sales Account Manager who will be the primary point of contact for brokers regarding various administrative issues. The role involves managing relationships, ensuring client satisfaction, and identifying new business opportunities while liaising with internal teams to enhance the customer experience.
ConsultingEmployee BenefitsHealth InsuranceInsurance
Hiring Manager
Alexandra Aguilar, SHRM-CP
Responsibilities
Oversee a portfolio of assigned agencies and actively manage and develop relationships
Operate as lead point of contact for any and all matters specific to your accounts
Building and maintaining strong long-lasting relationships
Schedule monthly, quarterly and annual partner meetings to ensure confidence in our program through education and trainings
Ensure the timely and successful delivery of our solutions according to customer needs and objectives
Respond to inquiries from clients within timeframes assigned
Clearly communicate the progress of accounts to senior management and make recommendations to progress further relationship and success of each accounts
Advise brokers of any service disruptions and inform of next steps
Manage the installation and implementation process for new and existing accounts to explain benefit contract provisions and utilization procedures
Develop strategies to increase member loyalty to produce net growth results on all agency book of businesses
Responsible for effective communication and coordination within internal team and brokers
Facilitates communications between functional leaders and subject matter experts. Liaison between brokers and the internal operations staff
Oversees resolution of issues among service partners as needed
Occasional on-site attendance and punctuality are essential functions of the job
Performs other business tasks or functions as assigned
Qualification
Required
Previous account management and healthcare benefits experience a plus
Strong leadership and interpersonal and consultative skills needed to effectively manage clients
Strong written and verbal communication skills
Ability to work independently and assess situations quickly, making logical and appropriate decisions
Ability to multi-task and effectively work in a fast paced environment; must meet deadlines
Self-motivated, requiring little or no supervision; flexible, team player, able to motivate others
Proficiency in MS Office tools including: Outlook, Word, Excel and PowerPoint
Possess excellent facilitation skills
Develop and maintain effective business relationships with clients and functional management
Professional in attitude and appearance
Strong analytical, problem solving skills
Excellent organizational, planning and prioritization skills
High School Diploma or equivalent required
College degree or a minimum of 3 years related business/industry experience required
Travel required; must be able to lift suitcases/briefcases when necessary
Must be able to sit for extended periods of time and occasional standing and walking
Must have adequate hearing for phone work
Vision requirements include close vision and the ability to adjust focus
Must be able to communicate effectively in English
Must be able to use a keyboard and other office equipment
Ability to lift up to 10 pounds occasionally
Preferred
Bilingual is suggested but not required
C/E courses in HIPAA, COBRA or FSA a plus
Company
The Word & Brown Companies
The Word & Brown Companies provides health insurance solutions to individuals and families.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Ofelia H.
Executive Assistant to the CFO
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