Account Manager (Health & Life Insurance)

Manage a portfolio of client accounts, ensuring high levels of customer satisfaction, retention, and account growth. Analyze complex client data, account performance, and market trends to identify opportunities for account expansion, upselling, and cross-selling. Develop complex account plans and strategies to maximize revenue generation, mitigate risks, and achieve account growth targets. Conduct routine business reviews with clients, discussing performance metrics, identifying areas for improvement, and making recommendations to optimize account outcomes. Collaborate 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.