Account Advisor
Core
Partner with sales and account associates to drive growth and retention of existing high-profile accounts, managing sales, claims, and benefit issues while educating clients and driving product sales opportunities.
Role type
Account Advisor (Sales Operations)
Builds
Client relationships and retention strategies for existing accounts
Domain
Health insurance / Sales Operations
Deliverable
client delivery
Required skills
[Researching and resolving complex account issues], [Facilitating client meetings], [Developing proposals and execution plans], [Managing high-profile sales and claims], [Utilizing client reporting], [Mentoring team members]
Preferred skills
[Experience servicing jumbo accounts], [Client-facing experience], [Ability to travel monthly within California]
Technologies
[Internal and external client reporting tools]
Responsibilities
[Build relationships internally and externally to meet client needs], [Manage high profile sales, claims, and benefit issues], [Conduct and facilitate meetings with clients to educate and drive growth], [Respond to RFPs in coordination with sales support], [Utilize internal and external client reporting], [Mentor and coach team members as subject matter expert]
Seniority
Individual Contributor, 4+ years experience
