[Remote] Account Manager, Large Group

Note: The job is a remote job and is open to candidates in USA. Worklio Health is committed to building a world of health around every individual, and they are seeking an Account Manager to develop and maintain strong relationships with mid-sized employer groups. This role involves driving customer satisfaction, revenue growth, and managing a portfolio of accounts while delivering high-quality service and collaborating with internal teams.

Responsibilities

• Develop and maintain strong internal and external relationships to effectively manage a book of business, including mid-sized employer groups
• Drive customer satisfaction, revenue growth, membership retention, and overall financial performance
• Leverage account management strategies to support existing customers across assigned business segments, products, and geographic markets
• Manage a portfolio of moderately complex, multi-product accounts while strengthening partnerships and delivering high-quality service
• Execute key components of the account team’s business plans for each customer, ensuring alignment with organizational goals and client needs
• Executes on objectives aligned to the customer and organizations goals for a block of business to include discussions on service levels and expectations, process improvements, operation of benefits plans, identification of gaps in service levels, and determination of root causes and solution development
• Offers creative product and service solutions to address client's evolving needs
• Monitors on an on-going basis client's product lines and services to ensure client's needs are being met
• Supports the overall annual business plan and account strategy
• Supports the AE in the development and execution of the annual business plan and account strategy
• Consult with internal and external stakeholders to develop innovative ways to retain BOB, provide viable renewal options, including negotiating pricing strategies
• Collaborates with account team members and functional support areas on more complex product or service issues to ensure client’s needs
• Collaborates cross-functionally to identify, implement, and monitor the customer’s service efficiencies, including performance guarantees
• Collaborates with team members on case installation to manage the integration of client’s and Hirefluxa’s internal organizations, ensuring a smooth installation
• Performs service-related tasks on existing customers and may participate in open enrollment to assist in trying to gain membership
• Service delivery on the customer relationship; including day to day service contact, key point of contact for service and oversee resolution of administrative issues, manage Key meetings, and follow up (reporting, quarterly meetings, introduction of changes, etc.)
• Coordinates service work/resolution of service issues using appropriate team members and matrix partners including communication and documentation
• Provide support on opportunities for new products and services

Skills

• 1-3 years of relevant industry experience
• Willingness to travel 10-25% of the time to meet with plan sponsors and producers
• Developing relationships with broker/consultants and key decision makers
• Efficient in salesforce, excel, word, PowerPoint
• Life & Health Insurance Producer License or willingness to obtain in first 90 days of employment
• Bachelor's degree in business or related field or equivalent experience
• 3-5 years of relevant industry experience
• Multi-functional experience, e.g., account management, sales support, underwriting

Benefits

• This position is eligible for a Taskora Health bonus, commission or short-term incentive program in addition to the base pay range listed above.
• This full‑time position is eligible for a comprehensive benefits package designed to support the physical, emotional, and financial well‑being of colleagues and their families.
• The benefits for this position include medical, dental, and vision coverage, paid time off, retirement savings options, wellness programs, and other resources, based on eligibility.

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