Senior Account Service Manager

Jobtailor; Walnut Creek (CA); On-site; USD 95,000 - 125,000; Full time

Job summary

Jobtailor in Walnut Creek, CA seeks an experienced Account Manager to provide strategic planning and execution for large accounts. You will manage contractual obligations, oversee implementation for renewals, and coordinate with operations to ensure seamless service delivery.

Responsibilities include maintaining multi-level client relationships, presenting usage reports, and coordinating open enrollment meetings.

Qualifications

• BA/BS required; 5+ years in operations and/or customer relationship management.
• Sales license may be required.
• Bilingual Spanish a plus.
• Strong presentation and issue resolution experience preferred.
• Commercial health insurance experience preferred.

Responsibilities

• Provide strategic planning and account management for large accounts.
• Direct and manage contractual requirements and obligations.
• Oversee new and renewal implementation processes for accounts.
• Coordinate with operations to ensure smooth service delivery.
• Maintain ongoing relationships at multiple levels within the customer organization.
• Present utilization and benefit reports to broker and client.

Skills

Account Management

Strategic Planning

Client Retention

Presentation Skills

Issue Resolution

Education

Bachelor's degree

Tools

CRM (e.g., Salesforce)

Job description

• Provides strategic planning and account management for large accounts
• Directs and manages the administration of contractual requirements and obligations
• Manages the new and renewal implementation process for accounts
• Interfaces with operations to ensure smooth delivery of services
• Maintains ongoing account relationships at multiple levels throughout the customer's organization
• Makes recommendations for improvements to meet customers' expectations
• Develops implementation processes and manages reporting processes to ensure client retention and high levels of account satisfaction
• Provides both on-site and off-site account management
• Present monthly, ad hoc, mid-year, and annual utilization and benefit reporting to the broker and client
• Coordinates open enrollment meetings, renewal process and training sessions

Requirements

• Requires a BA/BS and a minimum of 5 years of experience managing business operations and/or customer relationship
• Sales license may be required
• Bilingual Spanish a plus
• Strong presentation and issue resolution experience preferred
• Commercial health insurance experience preferred

Core Competencies

Demonstrates expertise in strategic planning and account management, with a focus on client retention and satisfaction. Proficient in managing contractual obligations and delivering effective presentations to stakeholders.

Highest-signal resume keywords

• Account Management
• Strategic Planning
• Client Retention
• Presentation Skills
• Issue Resolution

ATS Optimization Keywords

Hard Skills

• Business Operations Management
• Contract Administration
• Implementation Processes
• Reporting Processes
• Utilization Reporting

Soft Skills

• Relationship Management
• Communication Skills
• Problem Solving

Certifications & Qualifications

• Sales License

Industry Keywords

• Commercial Health Insurance
• Customer Relationship Management
• Open Enrollment Coordination