Account Manager (Health & Life Insurance)

CVS Health · United States

We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger – helping to simplify health care one person, one family and one community at a time. Position Summary: As an Account Manager, you are considered the customers' main point of contact, and are responsible for overseeing all of their day-to-day operations. You will act as the liaison between customers and cross-functional internal teams, and are responsible for ensuring timely/successful delivery of customer requests. Excellent communication skills are required to ensure we understand our customer's needs and are able to build long-lasting, mutually beneficial relationships with our key business stakeholders. Additionally, Account Managers are expected to demonstrate a high level of customer service through the execution of accuracy, responsiveness, reliability, and professionalism on all interactions. Examines sales, account management, and business retention metrics for products and services in support of profitable growth and other business objectives. Controls strategic business plans for accounts and customer relationships, focusing on revenue growth, member retention, and achievement of financial objectives. Roles & Responsibilities:

• Under general supervision, manages a portfolio of client accounts, ensuring high levels of customer satisfaction, retention, and account growth.
• Analyzes complex client data, account performance, and market trends to identify opportunities for account expansion, upselling, and cross-selling.
• Develops complex account plans and strategies to maximize revenue generation, mitigate risks, and achieve account growth targets.
• Conducts routine business reviews with clients, discussing performance metrics, identifying areas for improvement, and making recommendations to optimize account outcomes.
• Collaborates with internal stakeholders, such as sales, marketing, and product teams, to align account strategies, deliver value-added solutions, and enhance customer experience.
• Designs and delivers client presentations, proposals, and reports to showcase account performance, highlight opportunities, and drive engagement.
• Implements proactive account management and customer support, addressing client inquiries, resolving issues, and ensuring a smooth and positive client experience
• Collaborates with cross-functional teams to ensure timely and accurate delivery of client projects, products, and services, meeting client expectations and driving customer satisfaction.
• Identifies and assesses risks within client accounts, developing mitigation strategies and action plans to proactively address challenges and ensure long-term success.

• 1-3 years of industry work experience.
• Health & Life Insurance license (or required to obtain after 90 days of employment).

• Candidate resides in Southern California.
• Strong communication skills.
• Strong interpersonal skills.
• Working knowledge of problem solving and decision making skills.
• Proficiency with Microsoft Office products (Word, Excel, PowerPoint).