Position Details
About this role
Account Manager, Key Accounts for Delta Dental Ins. manages renewals and upsell opportunities for Southern California key accounts, coordinating with customers and brokers while ensuring high-quality service and CRM usage.
Key Responsibilities
- Maintains and grows revenue base through upsells, account retention and specifically improving financial gains at renewal
- Strategically and proactively manages portfolio of high-value and complex accounts to drive the right solutions, balancing the needs of the client and the business
- Designs sophisticated renewal strategies and rate recommendations based on financial analysis with an eye on crafting solutions that are win-win-win
- Manages pipeline with a 3-5 year outlook and drives opportunities for revenue growth
- Applies analytical skills and independently leads deal tactics, based on comprehensive market knowledge, in collaboration with cross-functional peers
Technical Overview
CRM-based account management in healthcare/insurance; Salesforce proficiency; strong analytical and presentation skills; requires driving to client locations within territory
Ideal Candidate
Ideal candidate resides in Southern California with 2+ years in account management in health/dental/vision insurance. Strong renewals and upsell focus; proficient with Salesforce and CRM; excellent communication and stakeholder management.
Must-Have Skills
Nice-to-Have Skills
Tools & Platforms
Required Skills
Hard Skills
Soft Skills
Certifications
Required
Industry & Role
Keywords for Your Resume
Deal Breakers
Bachelor's degree not held, Less than 2 years account mgmt, No life/health insurance producer license within 90 days, Not within Southern California residency, Inability to travel as required
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