The Account Manager plays a critical role in the overall goal of the Sales Department – to provide the Company with continuous, profitable growth. This is done by supporting the efforts of the Sales team and creating strong, trusting relationships with member groups, other departments, dental office staff, and community influencers.
•Proactively perform monthly/quarterly service calls as needed and visit large or at risk groups to ensure concerns and questions are resolved and think outside the box on how to partner with key accounts to strengthen relationships.
•Plan, coordinate, implement and track service and sales strategies designed to increase dental plan membership.
•Strategically identify key accounts and be able to organically grow membership within established groups.
•Establish a strong working relationship with clients by providing customer service support to key accounts and brokers.
•Coordinate and participate at benefit fairs/open enrollment presentations at group location.
•Problem solve with various group challenges that arise and balance being an advocate for both the Company and the account.
•Identify and track group enrollment as a percentage of overall eligible population.
•Work well with a team to help build/maintain the WDG reputation.
•Appoint brokers and process appointments through appropriate State Insurance office.
•Process New Group Case Reports and send out Renewals, Experience Reports, Schedule A’s, Sales Reports, etc. as needed.
•Handle incoming Individual Product phone calls as needed and maintain office/marketing supplies and anticipate sales team needs.
•Print and create packet requests, delivering them in a timely fashion.
•Foster relationships with Practice Managers and continue ongoing conversations to ensure communication between offices, Sales, Corporate and group is cohesive.
•Continue to reach out to groups to set meetings and be willing to travel to groups to keep the relationship strong.
•Analyze account information and make suggestions and recommendations as deemed necessary.
•Bachelor’s degree in a relevant field
•Three years of experience in customer service, client relationship management or sales; OR equivalent combination of education and experience which will provide the ability to perform the essential functions of the position.
•Must be licensed or willing to become licensed immediately following employment.
•Experience in healthcare or insurance preferred.
•Interpersonal, verbal and written communication.
•Public speaking and delivering presentations.
•Building effective interactions with diverse groups of people and work effectively with members of the broker/consultant community demonstrating excellent communication, writing and speaking skills.
•Utilizing Microsoft Office suite to present and communicate information.
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