Account Manager

Spring Venture Group; Kansas City (MO); On-site; USD 45,000 - 85,000; Full time

Benefits offered by this job

Competitive Compensation

Medical, Dental and Vision Benefits

401(k) Matching Program

Generous Paid Time Off (PTO)

Paid Holidays

Paid Parental Leave

Annual Volunteer Time Off (VTO)

Employee Assistance Program (EAP)

Training Program and Ongoing Support

Job summary

Join a dynamic Medicare agency as a SmartConnect Account Manager, where you will build strong relationships with clients and ensure they receive exceptional service. This role is pivotal in driving business growth and enhancing client engagement through innovative solutions. You will collaborate with internal teams to maximize account potential and deliver tailored strategies that resonate with customer needs. With a focus on professional development and a supportive culture, this position offers a unique opportunity to make a meaningful impact in the lives of clients while advancing your career in a thriving environment. If you're organized, detail-oriented, and passionate about customer service, this role is for you.

Qualifications

• Minimum 3 years of B2B sales or account management experience required.
• Knowledge of Medicare products is essential.

Responsibilities

• Serve as the primary contact for assigned accounts, ensuring exceptional service.
• Develop relationships and strategies to expand business within accounts.
• Track performance metrics and report on account management activities.

Skills

Sales Experience

Communication Skills

Time Management

Organizational Skills

Presentation Skills

Detail-oriented

Education

BA/BS degree

Equivalent work experience

Tools

CRM Software

Job description

3 days ago Be among the first 25 applicants

Company Description

Who We Are:
As a leader in Medicare health insurance distribution, Spring Venture Group guides people through one of their most important life decisions — finding the right insurance coverage. We are on a mission to be the most trusted partner for our customers and our people, enabling empowered decisions along the journey to health and financial well-being.

Spring Venture Group offers incredible culture, benefits, and fantastic income potential in a stable and successful work environment at a Medicare agency. This starts with a workplace that empowers people to do their best work. Come build a rewarding career and make a meaningful impact on peoples’ lives in an environment that values your determination. Join our diverse, inclusive team and get ready to crush your goals!

Job Description
The SmartConnect Account Manager provides a world-class customer service experience, developing strong relationships with assigned accounts. As the primary contact for onboarded accounts, you will develop innovative solutions and engagement strategies to increase account penetration and serve the total addressable market. This role is crucial in establishing SmartConnect as the trusted Medicare solution for our clients. The ideal candidate will be highly organized and thrive in a fast-paced environment. You will collaborate with our Account Executives to expand our business.

Essential Duties
The essential duties and responsibilities for this position include, but are not limited to:

• Serve as the primary point of contact for assigned accounts, addressing any questions or concerns promptly.
• Develop trusted advisor relationships with accounts, customer stakeholders, and executive sponsors.
• Ensure timely and successful onboarding of new clients, delivering our solutions according to their needs and objectives.
• Provide ongoing support to clients, ensuring they receive exceptional service and are satisfied with our offerings.
• Work closely with accounts to maximize engagement and lead generation.
• Identify opportunities to expand business within existing accounts and develop new business opportunities.
• Update and manage internal CRM.
• Conduct various activities for accounts such as solution walkthroughs and strategy calls.
• Perform regular data audits through account outreach, and in collaboration with SVG stakeholders.
• Develop and implement strategic plans to support and engage existing accounts.
• Execute engagement campaigns to maintain strong client relationships and drive business growth (weekly, monthly, quarterly, semi-annual campaigns).
• Track and report on key performance indicators (KPIs) to measure the success of account management activities.
• Identify areas for process improvement and work to enhance the efficiency and effectiveness of account management operations.
• Deliver webinars, develop new product resources, and create Medicare content to educate and engage clients.
• Working closely with Marketing, create client-facing content to promote SmartConnect’s services.
• Ensure client resources and collateral are accurately functioning properly.
• Regularly evaluate account’s performance and overall strength.
• Stay informed about industry trends and best practices to continually improve service delivery.
• Work closely with Account Executives to expand our book of business and achieve sales targets.
• Ensure year-over-year growth of lead generation from assigned accounts.
• Coordinate with the marketing team to create client-focused materials and communication strategies.
• Collaborate with various internal stakeholders to relay client feedback and ensure our products meet client needs.
• Execute new lead-generating and engagement programs.
• Foster a customer-centric culture within the team, promoting excellent customer service practices.
• Conduct regular training sessions with accounts to ensure they are up-to-date with the latest industry knowledge and SmartConnect processes.
• Monitor and analyze account metrics to identify areas for improvement and implement necessary changes.
• Prepare and present regular reports on client’s performance to senior management.
• Ensure data integrity with account records through detailed tracking on SmartConnect’s CRM.
• Plan and execute client appreciation events and activities to strengthen relationships. Perform additional responsibilities as assigned by the Client Services Manager.

Qualifications
Education/Experience:

• Minimum BA/BS degree or equivalent work experience in a related field.
• Minimum 3 years sales experience, preferably with B2B sales or account management.
• Medicare knowledge including Medicare Supplement, Medicare Advantage plans, prescription drug plans, and ancillary products.
• Excellent written and verbal communication skills.
• Ability to work interdepartmentally.
• Detail-oriented and process-minded.
• Exceptional time management and organizational skills.
• Strong presentation skills.

Benefits
Additional Information
The Company offers the following benefits for this position, subject to applicable eligibility requirements:

• Competitive Compensation.
• Medical, Dental and vision benefits after a short waiting period.
• 401(k) matching program.
• Life Insurance, and Short-term and Long-term Disability Insurance.
• Optional enrollment includes HSA/FSA, AD&D, Spousal/Dependent Life Insurance, Travel Assist and Legal Plan.
• Generous paid time off (PTO) program starting off at 15 days your first year.
• 15 paid Holidays (includes holiday break between Christmas and New Years).
• 10 days of Paid Parental Leave and 5 days of Paid Birth Recovery Leave.
• Annual Volunteer Time Off (VTO) and a donation matching program.
• Employee Assistance Program (EAP) - health and well-being on and off the job.
• Rewards and Recognition.
• Diverse, inclusive and welcoming culture.
• Training program and ongoing support throughout your Venture Spring Venture Group career.

Security Responsibilities

• Operating in alignment with policies and standards.
• Reporting Security Incidents Completing assigned training.
• Protecting assigned organizational assets.

Spring Venture Group is an Equal Opportunity Employer.