Account Manager

Why work with us?

The North American branch of Generali Global Assistance offers a diverse and inclusive work environment while employees work towards making real difference in the lives of our clients. As an Organization, we pride ourselves with offering white glove service while being mindful of corporate responsibility and our environmental footprint.

Employees enjoy a plethora of benefits to include:

• A diverse, inclusive, professional work environment
• Flexible work schedules
• Company match on 401(k)
• Competitive Paid Time Off policy
• Generous Employer contribution for health, dental and vision insurance
• Company paid short term and long term disability insurance
• Paid Maternity and Paternity Leave
• Tuition reimbursement
• Company paid life insurance
• Employee Assistance program
• Wellness programs
• Fun employee and company events
• Discounts on travel insurance

Who are we?

Generali Global Assistance is proudly part of the Europ Assistance Group brand and our products utilize a number of corporate and product brands. The brands for our North American team include the following:

• CSA: US travel insurance brand for retail and lodging partners. Learn more here.
• Generali Global Assistance (GGA): The primary Corporate brand in the United States for our travel insurance, travel assistance, identity and cyber protection, and beneficiary companion products. Learn more here.
• GMMI: the industry standard for global medical cost containment and medical risk management solutions. Learn more here.
• Iris, Powered by Generali: identity and digital protection solution. Learn more here.
• Trip Mate: US travel insurance brand for tour operator, cruise and airline partners. Learn more here.

What you’ll be doing.

Job Summary:

This position is the primary interface between the Company and its customers and is responsible for client retention and profitable growth of existing clients and the acquisition of new clients. This position reports to the Director of Business Development and is supervised by Senior Account Manager. The focus of this position will be 20% new account acquisition and 80% existing account management/growth and will work closely with other Account Managers, Client Service Coordinators and Department Managers to coordinate daily work and procedures on assigned clientele. The position requires travel to visit existing and potential clients.

Principal Duties and Responsibilities:

Account Management:

1. Identifies client trends based on analysis of client activity, compares to targeted volumes / revenue, and develops strategic plans for each account to increase margins and retention by proposing account optimization, cross selling and upselling that can exceed annual targets.
2. Demonstrates understanding of contractual agreements between GMMI and assigned clients. Has full knowledge of up-to-date executed contracts, tracks key dates and acts where needed.
3. Reviews pending accounts receivable monthly and leverages client relationship to collect all accounts receivable within 30 days.
4. Provides training to client staff on sales techniques, process, and product knowledge – both in person and via webinars.
5. Conducts annual review with each client and holds semiannually or quarterly business review meetings. Supports efforts to obtain client approvals and responses for NPS survey.
6. Establishes a renewal/retention strategy for all assigned accounts and ensures its flow and communication to all external and internal stakeholders.
7. Engages actively with all internal functions that support client management, including but not limited to operations, claims, legal, compliance and IT to provide guidance regarding contractual compliance and client expectations.
8. Responsible for building, maintaining, and recording knowledge about assigned accounts in VCC and CRM to ensure that client information is accurate and available when required, including updates to the client specific procedures.
9. Executes reports required for the management of client activity, accounts receivable and operations management to share with client per SLAs or as agreed to by the company.

Business Development:

1. Responsible for meeting/exceeding annual sales quota based on the budget set by management.
2. Identifies and contacts new potential clients to understand their business and insurance needs, maintaining the relationship while pushing for an opportunity to pitch.
3. Obtains and shares knowledge of competitor’s services/products and counters with enhanced products, processes and/or expert advice.
4. Responsible for the successful implementation of new clients into GMMI’s system.

Revenue Management:

1. Supports management in the budgeting, tracking, and forecasting process for assigned accounts and revenue growth goals.
2. Meets annual goals set in the budgeting process related to Account portfolio growth and revenue as well as for satisfaction, profitability, and values per ISO P-501.
3. Monitors assigned clients financial reports and ensures that payments of GMMI fees are current.
4. Oversees the daily claims process and bills on hold for assigned client accounts (including negotiations), including actively monitoring large/catastrophic claims for optimal cost containment.

Operational Guidance:

1. Aligns with Clients on GMMI operational procedures and expectations on service levels.
2. Shares best practices with colleagues to maximize company growth and profitability.
3. Performs ad hoc quality control reviews on active cases.

Required / Desired Knowledge, Experiences and Skills:

• Three years or more of proven sales and/or account management experience in products and services required; either within GMMI or in an equivalent position within the industry.
• Proven track record of client advocacy and upselling existing client accounts.
• Proven track record of client retention and growth and new client acquisition.
• Education or prior experience in healthcare and/or relevant insurance field.
• Excellent verbal and written communication skills in English and at least one other language.
• Excellent interpersonal skills to interact positively with clients, providers, and professional staff.
• Advanced PC skills, including Document and File Management, Spreadsheet, Presentation and Contact Management applications.
• Must be fluent in speaking and writing English & German

Education/Certifications:

Requirements:

• High School Diploma or Equivalent (GED) required.

Preferred:

• Bachelor’s degree in business management, healthcare or related field.

Where you’ll be doing it.

This is a hybrid role based out of our Pembroke Pines, FL office. As a hybrid role, you will be working onsite 2-3 days a week and working from home 2-3 days a week.

When you’ll be doing it.

While there is some flexibility in the hours, this position will be Monday-Friday during regular business hours (approximately 8:00am-5:00pm). Occasional overtime may be required according to business need.

Apply today to begin your next chapter.

Don’t meet every single requirement? At Generali Global Assistance, we are dedicated to building a diverse, inclusive and enriching workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.

The Company is committed to providing equal employment opportunity in all our employment programs and decisions. Discrimination in employment on the basis of any classification protected under federal, state, or local law is a violation of our policy. Equal employment opportunity is provided to all employees and applicants for employment without regard age, race, color, religion, creed, sex, gender identity, gender expression, transgender status, pregnancy, childbirth, medical conditions related to pregnancy or childbirth, sexual orientation, national origin, ancestry, ethnicity, citizenship, genetic information, marital status, military status, HIV/AIDS status, mental or physical disability, use of a guide or support animal because of blindness, deafness, or physical handicap, or any other legally protected basis under applicable federal, state, or local law. This policy applies to all terms and conditions of employment, including, but not limited to, recruitment and hiring, classification, placement, promotion, termination, reductions in force, recall, transfer, leaves of absences, compensation, and training. Any employees with questions or concerns about equal employment opportunities in the workplace are encouraged to bring these issues to the attention of Human Resources. The Company will not allow any form of retaliation against individuals who raise issues of equal employment opportunity. All Company employees are responsible for complying with the Company’s Equal Opportunity Policy. Every employee is to treat all other employees equally and fairly. Violations of this policy may subject an employee to disciplinary action, up to and including termination of employment.