Account Manager

The Alliance; Madison (WI); On-site; USD 70,000 - 110,000; Full time

Job summary

The Alliance seeks a dedicated Account Manager to lead strategic account plans, nurture trusted advisor relationships with employer groups, and serve as the primary contact for assigned accounts. You will coordinate issue resolution with internal teams and document insights in the CRM to drive client success.

You will collaborate across departments to deliver exceptional client service, support retention goals, and contribute to data-driven guidance for healthcare benefit programs.

Qualifications

• Develop, execute, and refine strategic account plans for an assigned book of business.
• Build trusted advisor relationships with employer groups by understanding their healthcare needs.
• Lead and coordinate Quarterly Business Reviews (QBRs) with clients.

Responsibilities

• Develop, execute, and refine strategic account plans for an assigned book of business to meet or exceed client retention goals.
• Build trusted advisor relationships with employer groups by understanding their evolving business and healthcare benefit needs.
• Serve as the primary point of contact for assigned accounts, ensuring high-quality client experience and coordinating timely resolution of operational issues with internal teams.
• Document account activities, opportunities, and client insights in the CRM.

Skills

Strategic account planning

Relationship building

CRM usage

Client communication

Tools

CRM system

Job description

How You Will Contribute

• Develop, execute, and continuously refine strategic account plans for an assigned book of business to meet or exceed client retention goals.
• Build trusted advisor relationships with employer groups by understanding their evolving business and healthcare benefit needs.
• Serve as the primary point of contact for assigned accounts, ensuring a high-quality client experience and coordinating timely resolution of operational issues in partnership with internal teams.
• Document account activities, opportunities, and client insights within the organization's customer relationship management (CRM) system.

Account Management & Client Success

• Develop, execute, and continuously refine strategic account plans for an assigned book of business to meet or exceed client retention goals.
• Build trusted advisor relationships with employer groups by understanding their evolving business and healthcare benefit needs.
• Serve as the primary point of contact for assigned accounts, ensuring a high-quality client experience and coordinating timely resolution of operational issues in partnership with internal teams.
• Document account activities, opportunities, and client insights within the organization's customer relationship management (CRM) system.

Strategic Consulting & Data-Driven Guidance

• Interpret and communicate Alliance data, reports, and performance insights in a meaningful way to employers, brokers, and TPAs.
• Lead and facilitate Quarterly Business Reviews (QBRs) with assigned clients, providing strategic insights, reviewing performance, identifying opportunities, and developing action plans that strengthen client partnerships and support long-term success.
• Partner with clients to identify opportunities for improvement by translating complex healthcare data into practical recommendations that support informed decision-making.
• Serve as a consultative resource to employers on strategies that optimize their health benefit programs and maximize the value of their Alliance partnership.

Relationship Growth & Retention

• Build and maintain productive relationships with brokers, third-party administrators (TPAs), and other strategic partners to strengthen market presence and support membership retention.
• Identify opportunities to expand relationships through additional Alliance products, services, or covered employees when aligned with the employer's business objectives and best interests.
• Collaborate with the Director of Employer Engagement to develop and execute broker and TPA engagement strategies.

Voice of the Customer & Market Intelligence

• Gather meaningful Voice of the Customer (VOC) feedback through active listening and ongoing client interactions.
• Share customer insights with internal stakeholders through both formal processes and collaborative discussions to support continuous improvement across Marketing, Product Development, Sales Operations, and other departments.
• Stay informed of healthcare, benefits, and competitive market trends, sharing relevant knowledge with colleagues to strengthen organizational expertise.

Collaboration & Brand Representation

• Partner effectively with cross-functional teams - including Marketing, Provider Contracting, Network Development, Data Analytics, Claims, Customer Service, Accounting, and others - to deliver exceptional client service and resolve complex issues
• Represent The Alliance professionally in the marketplace through networking events, industry conferences, trade shows, client meetings, and presentations.