Account Manager II

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, stewardship reporting, commitment to customer goals, and introducing/selling/implementing additional services.

This a remote role.

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; must perform in a consultative role identifying trends and providing CorVel solutions to market and business challenges
• Client Retention - Maintain continuous communication with customers to ensure that all service expectations are identified and maintained; communicate and engage senior management in account status, challenges and goals; every national account and large account will have an RVP (Regional Vice President) as a senior operations representative assigned to the account
• Proactively raise concerns or potential issues to appropriate members of the management and executive team to remedy immediate concerns before they become issues; maintain an open items matrix to document all issues and resolution
• 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

• 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)

• 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