5+ years of experience
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Employment Type:
Full time
Job Category:
Account Manager
(This job is no longer available)
PlanSource | Slc, UT
Grad Date

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Job Description


This position is accountable for the client account and relationship from closing of sales process through implementation and ongoing. Will maintain consistent communication, regular meetings, and solicit proactive feedback from client and coordinate efforts internally to respond to client needs and to drive increased value to client relationships. Responsible for exceeding budgeted retention rate and maximizing revenue per client.

Responsibilities / Duties:

* Establish and maintain relationship with all key decision makers / contacts at Client Company. Relationships need to be established across all levels of client organization, especially executive level.
* Manage and/or participate in the account implementation process serving as technical and process best practices expert and helping build expectations for future relationship.
* Partner with Ongoing Service Teams to deliver high quality services to Client.
* Bring subject matter experts from the organization into client relationship as needed to address specific issues / projects.
* Establish point of escalation contact with day to day contacts at Client Company.
* Meet at least quarterly with day to day contacts to review service level agreements and proactively solicit feedback on team performance.
* Drive continual efficiency and value to the relationship by implementing additional system functionality / processes.
* Continually seek opportunities to increase revenue by up-selling additional service offerings or converting additional employer groups.
* Maintain documentation regarding client activity and responsible for updating all client documentation.
* Act as project manager / coordinator for all client special projects including annual open enrollment.
* Participate with and coordinate with other departments regarding client specific issues including billing and collections.
* Solicit sales leads from client.
* Communicate, negotiate, and manage contractual changes with clients.
* Reintroduce Account Teams as necessary.
* Develop metrics to report to clients.
* Complete job-related training courses and/or seminars, as may be required for the job and/or assigned by Manager.
* Other duties as deemed necessary by Management

About You

* College degree required
* Five years of experience in a high visibility client management position within HR/ Benefits Service industry
* Excellent oral and written communication skills
* Excellent organization and prioritization skills
* Strong customer service and orientation skills
* Strong problem solving skills
* Ability to be an effective team member
* Must be able to work outside of normal work hours
* Must have ability to travel as required (approx. 10%)
* Familiar with Microsoft Office and Microsoft Outlook

What We Offer

* Great compensation package, including a full suite of benefits.
* The chance to work for a fast-growing, established tech company, and work side-by-side with a dynamic team of talented professionals.
* Fast-paced environment with big goals and the opportunity make a big impact.

Top ten reasons to come to PlanSource:

#10: The size is right. Join a well-funded, established tech company that's growing fast but is still small enough for you to have a big impact.

#9: We are on a roll. Be part of a winning team - More than 10,000 employers and 3.5 million consumers use the PlanSource Platform for benefits shopping, enrollment, billing and ongoing administration.

#8: Success is rewarded. With more than just a pat on the back, your success is recognized and rewarded. We take care of our employees in every way we can, with comprehensive benefits, cool perks, fun offices … and no-holds-barred Nerf wars.

#7: You can grow and develop professionally. PlanSource has a great track record of internal promotions and also filling open positions within the company.

#6: We give you the support you need. Different departments support you and provide you with the access and tools you need to succeed.

#5: Our business model is strong. With a leveraged sales model, our network of partners helps the organization succeed.

#4: Strong partnerships fuel your success. National partnerships with leading insurance carriers such as MetLife, Humana, Guardian and Unum provide a competitive advantage and added credibility.

#3: The benefits industry is on fire. Legislation including the ACA has created an urgent and pervasive need in the marketplace for our technology.

#2: PlanSource has the right product. Show off our sophisticated cloud-based technology that meets the needs of even the most complex benefit programs.

#1: PlanSource is the right company. Join an up-and-coming high-growth technology company that is well funded and values its employees and their families.