Account Specialist
$55,000–$65,000 year
HybridCleveland, Ohio, United States
Job Summary
Administer relationships with up to 150 corporate sponsors by managing system setups, contracts, enrollments, and renewals for groups over 5,000 employees. Lead new account implementations, execute retention strategies, and serve as the primary liaison between customers, brokers, and internal teams. Conduct customer meetings, create proposals and marketing materials, and analyze data to identify coverage and plan design opportunities. Maintain accurate CRM records, coordinate revenue collection activities, and support open enrollment while managing specialized business opportunities like affinity groups. Requires 3+ years of account management experience, proficiency with Salesforce and HCL Notes, and up to 25% travel.
Required Qualifications
- Bachelor's Degree from an accredited University
- 3+ years of experience in an account management or similar role
- Detail-oriented and well-organized, with the ability to effectively manage a high-volume workload
- Self-motivated with the ability to take initiative and work independently
- Ability to communicate effectively, both verbally and in written correspondence
- Ability to interact effectively with team members at all levels of the organization
- Ability to interact effectively with external partners and clients over the phone
- Ability to travel as needed for client meetings
- Experience working with a CRM, Salesforce preferred
Desired Qualifications
- Knowledge of legal industry or business
- Strong presentation skills
- Understanding of customer relationship management databases
- Proficiency with HCL Notes and Microsoft Office products including Excel and PowerPoint
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