Account Manager

Socket.dev; Alexandria (VA); On-site; USD 114,000 - 175,000; Full time

Benefits offered by this job

Annual Incentive Plan

Comprehensive health coverage (Medical

Dental, Vision, Pharmacy, Life, AD&D)

401(k) with company match

Flexible hybrid/remote options

Paid time off and holidays

Tuition reimbursement

Job summary

Delta Dental of Virginia is seeking an experienced Account Manager to serve as the primary contact for assigned clients, ensuring satisfaction and retention. You will build relationships with clients and brokers, manage renewal processes, and coordinate cross-functional efforts to meet client needs.

Applicants should have 10+ years in sales/account management within insurance or benefits, with strong communication and analytic skills. Regional travel and a Virginia license are expected.

Qualifications

• 10+ years of progressive experience in Sales and/or Account management within the insurance or employee benefits industry.
• Proven success managing large groups or enterprise clients with complex benefit structures.
• Strong understanding of RFP processes, broker relationships, and market dynamics.
• Demonstrated ability to develop growth strategies including retention and cross-sell/upsell.
• Cross-functional collaboration with Underwriting, Operations, and Executive Leadership.

Responsibilities

• Develop relationships with assigned customers and producers to maximize retention and growth.
• Respond to inquiries; liaise with internal staff to resolve claims and provide product information.
• Manage activities of Client Services Manager(s) in the same territory.
• Attend implementation meetings and manage project plans for new groups.
• Monitor accounts to identify issues and coordinate with teams to resolve them.
• Collaborate with Underwriting to renew and strengthen client business relationships.
• Promote wellness programs and educate clients and brokers on benefits.

Skills

Client relationships

Sales/Account management

Communication

Negotiation

Data & analytics

Pipeline management

Cross-functional collaboration

Leadership

Education

Virginia Life and Health license

Tools

Outlook

Microsoft Excel

Microsoft Word

PowerPoint

Job description

Position Summary

The Account Manager serves as the primary business contact for assigned clients and is responsible for client satisfaction and retention. The key retention responsibilities include presenting annual renewals and successfully securing acceptance from the client and/or broker, which may include a negotiation process. The Account Manager is expected to consistently provide excellent customer service to accounts, as well as represent client needs and goals within the organization to ensure the client’s needs are addressed. In addition, the Account Manager should build relationships with clients and brokers to encourage new and repeat business opportunities.

The candidate for this position will need to reside in the Northern Region of Virginia.

Essential Functions

• Develops relationships with assigned customers and/or producers to maximize retention of existing business and growth of new opportunities.
• Serves clients by responding to client, broker, or consultant inquiries. Act as the liaison to appropriate internal staff to help resolve claim concerns, to address eligibility issues, and to provide information on Delta Dental products. Attend open enrollment and benefit fairs as needed.
• Manages activities of Client Services Manager(s) assigned to the same territory.
• In partnership with Sales Executives, attend new group implementation meetings. Develop and manage a project plan to ensure new groups are installed according to requirements and within the specified time frames.
• Monitor group accounts to identify potential problems and work with functional areas to avoid or resolve issues. Offer alternative solutions within Delta Dental’s established processes while meeting the group’s needs. Track and follow up on problems and concerns, to ensure they are resolved. Escalate issues to the appropriate level when necessary.
• Collaborates with Underwriting to implement an ongoing, proactive renewal strategy. Establish and maintain a mutually beneficial business relationship with clients by understanding the client’s business challenges. Manage and execute the renewal process and ensure successful continuation of the clients’ business.
• Proactively promotes company wellness programs and educates clients and brokers on the benefits of good oral health.

Qualifications/Education/Experience

• 10+ years of progressive experience in Sales and/or Account management within the insurance or employee benefits industry.
• Demonstrated success managing large groups or enterprise clients, including complex benefit structures (dental and/or vision preferred).
• Strong understanding of RFP processes, broker/consultant relationships, and competitive market dynamics.
• Proven ability to develop and execute growth strategies, including retention and cross-sell/upsell initiatives.
• Experience collaborating cross-functionally with Underwriting, Operations, and Executive Leadership.
• Exceptional communication and presentation skills with experience engaging executive-level stakeholders.
• Track record of using data and analytics to drive decision-making and performance outcomes.
• Proficiency with pipeline management and reporting tools.
• Ability to lead and influence teams.
• Highly organized and able to handle multiple priorities.
• Ability to work in a team environment, problem-solving, decision-making, sound and accurate judgment, negotiation, and analytical skills are required.
• Knowledge of claims processing systems and experience with Outlook, Microsoft Excel, Word & PowerPoint are required.
• A valid Virginia Life and Health insurance license is required.
• A valid driver’s license and good driving record are required.

Physical Demands and Work Environment:

The physical demands and work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Physical demands:While performing the duties of this job, the employee is occasionally required to walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; balance; stoop; talk or hear. Use of hands is required for such technological devices such as a computer, telephone and others. The employee must occasionally lift and/or move up to 15 pounds. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception and the ability to adjust focus. The employee will be required to travel (sometimes long distances) to attend required meetings.
• Work environment: The work is limited to the office environment with occasional trips to other office facilities or locations necessitating walking outdoors or driving. The noise level in the work environment is usually minimal.

Total Rewards Philosophy

At Delta Dental of Virginia, we believe that More Smiles and Healthier People starts with our own team members. Our mission to create healthy smiles in the community is only possible when the people behind that mission feel supported, valued, and set up to thrive. We offer competitive base compensation and our robust benefits package is a true reflection of our values, because we believe everyone deserves a healthy smile, starting with our own team. The salary range for this role is $114,400 - $175,000 annually. This range reflects base salary only; additional bonus and incentive opportunities are available. Placement within the range is commensurate with the skills, experience, and contributions each candidate brings to the role.

Benefits that Matter

We believe investing in our people is central to fulfilling our mission. Here’s how our Total Rewards Philosophy is reflected in the benefits and support we offer eligible team members in addition to base salary:

• Annual Incentive Plan opportunity available to all team members, empowering you to share in our success
• Comprehensive health coverage including Medical, Dental, Vision, Pharmacy, Life, and AD&D insurances
• 24/7 On-Demand TextCare: Fast, text-based access to board-certified medical providers for you and your loved ones. Available anytime, anywhere, with responses in under five minutes.
• A robust 401(k) program with company matching and annual discretionary Profit Sharing contributions
• Flexible hybrid/remote work options available for most roles
• Generous paid time off programs including holidays, Paid Time Off (PTO), Volunteer Time Off (VTO), and an extra day off to celebrate your birthday
• Employee Assistance and Health and Wellness programs, including an onsite fitness center for team members working onsite
• Voluntary Benefits such as Critical Illness and Accident coverage, Pet Insurance and Legal Resources
• Flexible Spending Accounts (FSA) and Health Savings Accounts (HSA) to support your financial wellbeing
• Professional development, Tuition Reimbursement, and Educational Assistance programs to fuel your growth
• A culture where your work contributes to healthier communities and more smiles every day