At CVS Health, we’re building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care.
As the nation’s leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues – caring for people where, when and how they choose in a way that is uniquely more connected, more convenient and more compassionate. And we do it all with heart, each and every day.

POSITION SUMMARY

Implements processes for sales, account management, and business retention operations for organizational product and services. Designs systems to execute Account Management strategy for complex accounts to meet profitable growth and cross-selling objectives. Assists in the management of member growth and retention objectives.

REQUIRED QUALIFICATIONS

• Minimum three years of Account Management, Sales Support, and/or Implementation experience
• Health insurance industry, medical group insurance experience
• Proficiency in Microsoft Office, Excel, TEAMs and PowerPoint
• Health Insurance license (Life and Health Insurance Producer-IL or resident state) (or must obtain within 90 days of hire).
• Ability to travel 10-15% nationally.
• Adept at execution and delivery (planning, delivering, and supporting) skills
• Adept at business intelligence
• Adept at problem solving and decision-making skills
• Adept at collaboration and teamwork
• Adept at growth mindset (agility and developing yourself and others) skills

EDUCATION

• Bachelor’s degree preferred/specialized training/relevant professional qualification.

• In collaboration with the Account Executive, develops complex account plans and strategies to maximize customer relationships, mitigate risks, and achieve superior customer service
• Conducts routine business reviews with clients, identifying areas for improvement, and making recommendations to optimize account outcomes.
• Collaborates with internal stakeholders, such as operations, marketing, and product teams, to align account strategies, deliver value-added solutions, and enhance customer experience
• Implements proactive account management and customer support, addressing client inquiries, resolving issues, and ensuring a smooth and positive client experience
• Identifies and assesses risks within client accounts, developing mitigation strategies and action plans to proactively address challenges and ensure long-term success.
• Establishes and implements programs and innovative initiatives for the organization to advance Account Management initiatives.
• Forecasts changes within the Account Management industry, conducts business impact assessments, and develops modification strategies with the aid of process improvement methodologies.
• Ensures appropriate margins and customer/membership retention targets are achieved through the renewal process.
• Coaches’ clients on addressing regulatory issues and health care trends with potential impact on client benefit program strategy.
• Determines market capitalization opportunities to drive competitive advantage.
• Constructs complex financial decision recommendations.
• Coaches more junior colleagues in techniques, processes, and responsibilities.