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Role Description

The Account Manager is responsible for interacting with customers on an executive level and acting as an extension of the client; understanding and communicating agreed upon expectations to field offices and increasing the market share of business by providing service that meets and exceeds customer expectations.

This is a remote position. Candidate must reside in California.

Essential Functions & Responsibilities:

• Provide consultative customer services for one or more new or established accounts.
• Introduce new services independently or with assistance as needed.
• Handle local or regional accounts.
• Manage accounts with revenue in one region and a minimum revenue amount of $1m per account with a combined revenue for all accounts of over $3m.
• Revenue growth with existing accounts.
• Accounts Receivable - Responsible for all aspects of collections in conjunction with the respective operations management.
• Client Stewardship - Responsible for conducting regular stewardship meetings and overseeing the integrity and delivery of client specific reports and information.
• Client Retention - Maintain continuous communication with customers to ensure that all service expectations are identified and maintained.
• Proactively raise concerns or potential issues to appropriate members of the management and executive team.
• Facilitate and coordinate internal customer set-up and external implementation.
• Coordinate and attend customer meetings; ensure CorVel participants are engaged.
• Discuss, understand, and meet agreed upon standards as mutually determined by CorVel and customer.
• Develop/maintain account service instructions/communicate to service staff and post on the Intranet.
• Manage contract renewals/price increases; coordinate with the AE and/or management team as appropriate.
• Present information to assigned customers in an organized and persuasive fashion for contract renewals, service issue discussions, or additional product sales.
• Regular attendance on the Monthly Account Manager Call.
• Provide monthly account updates and document all new service opportunities in Salesforce.com.
• Additional duties as assigned.

Qualifications

• Reliable professional with the ability to achieve balance between customer orientation and a results-driven approach.
• Knowledge of CorVel's services and completion of all CorVel Product Training Modules.
• Business acumen, coupled with enthusiasm and decorum.
• Excellent communication/presentation skills and ability to build relationships.
• Strong interpersonal skills and commitment to customer service.
• Able to work collaboratively and independently.
• Highly developed organizational abilities as well as analytical and time management skills.
• Must be proficient in Microsoft Office applications and CRM software (Salesforce).

Requirements

• Bachelor's degree, national certification or equivalent in business or sales and marketing.
• Demonstrated experience in account management.
• Training within the insurance industry, managed care or related field preferred.
• Some experience in Worker's Compensation required.

Benefits

• Comprehensive benefits package for full-time regular employees.
• Medical (HDHP) w/Pharmacy.
• Dental, Vision.
• Long Term Disability.
• Health Savings Account, Flexible Spending Account Options.
• Life Insurance, Accident Insurance, Critical Illness Insurance, Pre-paid Legal Insurance.
• Parking and Transit FSA accounts.
• 401K, ROTH 401K, and paid time off.