Account Manager​/remote​/hybrid

Overview

ACCOUNT MANAGER (FULL-TIME / REMOTE / HYBRID) - 2 OPENINGS! This is a full-time position with a hybrid remote work arrangement in our Sheboygan, WI location. No weekends, holidays or on-call rotations. Ideal candidate will work in Wisconsin. Prairie States Enterprises, Inc. is a third party administrator, a benefits industry leader, and a trusted advisor to self-insured companies and their employees.

We provide a complete range of medical benefit management services, all performed in-house, and to exacting standards of excellence.

Job Summary

Reporting to the Director of Account Management, the Account Manager provides Account Management functions for assigned PSE clients including building positive, consultative relationships with Client Contacts, Brokers and Consultants. The Account Manager analyzes customer data, and develops recommendations and solutions. The Account Manager works strategically with the Sales Team to attain new business and to deepen the current business relationship with PSE by adding additional services  Account Manager is integrally involved in the implementation process of new customers.

• Manages all facets of the renewal process, including presentation of data and results to customer and/or broker.
• Completes coordination of New Group Implementation, partnering with internal team, PBM’s, Networks, other vendors.
• Prepares and analyzes standard, ad hoc and Navigator reports as requested by customers and brokers for periodic presentations
• Develops proficiency in Deerwalk/Cedargate analytics platform and uses the platform to communicate plan performance. Partner with brokers and consultants to use Deerwalk/Cedargate to help drive plan decisions.
• Responsible for optimizing the Customer Relationship Management (CRM) platform, ensuring data integrity, and providing user support to drive customer satisfaction and business efficiency.
• Assists in customer related questions, issues and requests, with the assistance of the internal team when needed.
• Possesses a thorough understanding of internal reports and plan modeling system in order to educate and assist clients/brokers in their strategic plan design analysis for best performance outcomes.
• Assists in coordinating communications to customers/brokers on legislative changes, product enhancements, customer updates, etc.
• Works with the Stop Loss Analyst to negotiate and deliver reinsurance and transplant quotes within deadlines and specifications for renewals.
• Assists with finalist sales presentations
• Writes and reviews Plan Documents and Plan Amendments with the assistance of our legal counsel.
• Creates clients’ Summary of Benefits and Coverages (SBC’s) documents.
• Updates the account management activities within the proprietary Account Management & Sales Tracking System.

• Bachelor’s Degree in Sales, Management or Business-related field preferred with 2+ years successful experience in an Account Management role in the Health Insurance arena (i.e. TPA, Agency, or Brokerage firm)
• In lieu of a Bachelor’s Degree, Associates Degree in Business related area required with 5+ years of successful experience in Account Management role in Health Insurance arena (i.e. TPA, Agency or Brokerage firm)
• Current State insurance license(s) or commitment to attain within 1-3 years of employment.
• Current driver’s license with a satisfactory driving record

• Change Management – Accepts, supports, and executes assignments in conditions of change which support attaining department goals.
• Effective Communication – Demonstrates effective and responsive communications following the appropriate reporting structure.
• Accountability/Results – Achieves and/or exceeds result based goals that were specific, measurable, and timely.
• Teamwork – Demonstrates teamwork behaviors and makes positive contributions and which support the achievement of department goals.
• Customer Satisfaction – Dedicated to the PSE service model and meets or exceeds PSE customer satisfaction expectations in providing exemplary service.
• Professional Growth – Takes ownership of one’s professional growth within one’s current position and to advancement at PSE.