Account Specialist
Core
Supporting strategic sales and account associates in the growth and retention of existing accounts by building external relationships, managing complex sales and claims issues, and mentoring team members.
Role type
Account Specialist (Sales Operations)
Builds
External relationships with existing accounts, members, and brokers; supports RFP responses for brokers and groups.
Domain
Health insurance / Healthcare services
Deliverable
client delivery
Required skills
Relationship building, complex issue resolution, sales promotion, internal stakeholder collaboration, client reporting, team mentoring
Preferred skills
None stated
Technologies
None stated
Responsibilities
Build external relationships with existing accounts, members, and brokers; Develop understanding of client needs and priorities; Manage complex sales, claims, and benefit issues; Conduct meetings with clients to educate, promote, and drive growth opportunities; Communicate with internal partners to assist with upsells; Partner on RFP responses to brokers and groups; Support internal and external client reporting; Mentor, coach, and train lower-level or new support staff.
Seniority
Individual Contributor, 3+ years experience