Account Manager

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Rocky Mountain Reserve

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2009

🛡️ Insurance

🏥 Healthcare

💼 Consulting

Insurance • Healthcare • Consulting

Rocky Mountain Reserve is a benefits administration company that offers a range of services including Flexible Spending Accounts (FSA), Health Savings Accounts (HSA), Health Reimbursement Arrangements (HRA), and COBRA administration. With over 71 years of combined experience in relationship management, the company prioritizes customer satisfaction and has successfully administered over 207,000 plans. Rocky Mountain Reserve aims to provide employers and participants with efficient support and resources to maximize their benefits.

📋 Description

• Manage client accounts: Serve as the primary point of contact for assigned clients • Build and maintain strong relationships with clients through regular communication • Understand clients' needs, objectives, and challenges to provide effective solutions • Provide exceptional customer service: Ensure client satisfaction by addressing inquiries, concerns, and requests promptly and professionally • Anticipate and proactively resolve potential issues to maintain a high level of client satisfaction • Execute account management tasks: Coordinate with internal teams to ensure timely delivery of services and solutions • Oversee project timelines and deliverables, ensuring accuracy and quality • Monitor account performance and provide regular reports and updates to clients • Oversee EDI implementation and data processing procedures • Develop strategic account plans: Analyze client data and market trends to identify growth opportunities • Collaborate with clients to develop customized strategies and action plans • Continuously assess and improve account performance and effectiveness • Foster teamwork and collaboration: Collaborate with cross-functional teams, including sales, marketing, and operations, to meet client objectives • Share insights and best practices with colleagues to enhance overall team performance • Provide mentorship and support to team members as needed • Stay updated on industry trends: Stay abreast of industry trends, competitor activities, and emerging technologies • Continuously expand knowledge and skills in account management best practices.

🎯 Requirements

• Bachelor's degree in Business, Marketing, Communications, or a related field (preferred) • 2+ years of experience in account management or a related role • Proven track record of successfully managing client relationships and exceeding performance goals • Excellent interpersonal and communication skills, both verbal and written • Strong problem-solving and strategic thinking abilities • Ability to multitask, prioritize, and manage time effectively • Proficiency in using CRM software and Microsoft Office Suite (Excel, PowerPoint, Word) • Ability to work independently, as well as collaboratively in a team environment • Demonstrated ability to work remotely and overcome obstacles associated with remote work • Empathy, adaptability, and a customer-centric mindset • Ability to remain calm under pressure and meet deadlines.

🏖️ Benefits

• Limited Purpose Flexible Spending Account • Health Savings Account • Paid time off • Work from home flexibility