COBRA Account Manager (Remote)

Inspira Financial Trust, LLC in; Oak Brook (IL); Remote; USD 65,000 - 85,000; Full time

Job summary

A leading financial services firm seeks a COBRA Account Manager to oversee client relationships and ensure satisfactory service delivery. The role involves collaborating cross-functionally and addressing client needs through effective communication and problem resolution, requiring up to 25% travel and strong analytical skills.

Qualifications

• Strong relationship management skills to ensure client satisfaction.
• Experience in analytical and problem-solving for client issues.
• Ability to collaborate cross-functionally for service efficiencies.

Responsibilities

• Build and maintain relationships with clients for account retention.
• Monitor client product lines to meet evolving needs.
• Collaborate with team on performance metrics and plan efficiencies.

Skills

Client Relationship Management

Analytical Skills

Creative Problem Solving

Cross-Functional Collaboration

Job description

COBRA Account Manager (Remote) (Finance)

The Account Manager will report to the Director, Client Management, Associate Director, Client Management, or Sr. Manager, Client Management in the CDB Client Services Department. This role is responsible for building and maintaining the relationship with the client and for the coordination and administrative support of their assigned client accounts. This role will be the main point of contact for all client questions and concerns. Identifies client specific issues, identifies solutions, and may lead resolution working with other account managers within the organization and outside consultants and brokers to achieve growth and renewal objectives. The Account Manager is also responsible for developing strong external and internal relationships to achieve customer satisfaction, analytical, revenue, membership, and earnings objectives for existing customers in assigned business segments, products, and geographies.

• Develop a mutually rewarding working relationship with client contacts to ensure renewal of case and retention
• Follow through on outstanding issues to the point of resolution
• Offer creative product and service solutions to address client's evolving needs
• Monitor on an on-going basis client's product lines and services to ensure client's needs are being met
• Execute tactical components of the account team's business plan for customer
• Identifies client specific issues, identifies solutions, and may lead resolution working with other operational areas
• Collaborate with account team members and functional support areas on more complex product or service issues to ensure client's needs
• Collaborate cross-functionally to identify, implement, and monitor the customer's service efficiencies, including performance guarantees
• Collaborate with team members on case installation to manage the integration of client's and internal organizations, ensuring a smooth installation
• Review client key performance metrics and identify opportunities for plan design changes and efficiencies
• 15%-25% nationwide travel
• Other duties as assigned

Typical schedule for this position is Monday to Friday 8 a.m. to 5 p.m. Central Time.