JOB DESCRIPTION

As an Account Manager, you’ll be the trusted advisor for Southern California School accounts, driving revenue growth while building lasting relationships. You’ll proactively manage renewal upsell opportunities, balancing customer needs with business goals, all while ensuring seamless day-to-day service. With a consultative approach and strategic mindset, you’ll strengthen partnerships with customers and brokers to deliver the best outcomes for all stakeholders.

QUALIFICATIONS

• 2+ years of account management experience in employee benefits (broker, health insurance); Bachelor’s degree preferred.
• Ability to travel up to 50% including overnight, use of personal car and ability to sustain expenses.
• Advanced business math and analytical skills with the ability to position financial outcomes that contribute to revenue goals across assigned portfolio.
• Excellent consultative selling and negotiation skills with the ability to influence decision makers.
• Strong time management skills and experience with simultaneously managing overlapping projects under tight deadlines.
• Ability to meet specific deliverables within an environment of tight deadlines and considerable pressure.
• Skilled at working independently, demonstrated resourcefulness and requiring little oversight.
• Excellent communication skills, both written and verbal with special emphasis in formal business presentations.
• Ability to effectively communicate with others, of all levels in the organization, in a collaborative environment.
• Advanced problem-solving skills with ability to work cross-functionally to resolve issues and generate results.
• Outstanding attention to detail and strong organizational skills.
• Proficiency with Microsoft Office (Word, Excel, PowerPoint, Teams) and CRM (Salesforce).

• Maintains and grows revenue base through account retention and specifically improving financial gains at renewal.
• Strategically and proactively manages accounts to drive the right solutions, balancing the needs of the client and with that of the business.
• Creates renewal strategies and rate recommendations based on financial analysis with an eye on crafting solutions that are win-win-win.
• Manages pipeline with a 2+ year outlook and drive opportunities for revenue growth.
• Applies analytical skills and lead deal tactics, based on comprehensive market knowledge, in collaboration with cross-functional peers.
• Creates effective presentations and conducts impactful business reviews that help existing customers understand the value our products.
• Acts as the primary point of contact, liaises between the customer and internal teams to ensure exceptional customer experience.
• Through effective collaboration, coordinates the account service and successfully develop high-quality partnerships with external stakeholders.
• Resolves customer concerns timely and bring creative solutions to bear, including identifying opportunities to expand/enhance services/processes to benefit all stakeholders.Attends California school conferences and events.