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COBRA Account Manager

4 months ago

Oak Brook, Illinois, United States Inspira Financial Trust, LLC Full time
Take the next step in your journey at Inspira Financial. You will help businesses and individuals thrive today, tomorrow, and into retirement. Become part of a company that is people centric and client obsessed in every interaction; a community of forward-thinking individuals focused on driving results to deliver our mission with an unwavering commitment to integrity. Join us as we strengthen and simplify the health and wealth journey relentlessly pursuing better outcomes for all. We believe in finding the best talent While some roles are based at one of our office locations, remote roles can sit in any of the following states: AL, AZ, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA and WV. Remote status and role locations are subject to change. Relocation is not provided.

Dont meet every single requirement? Here at Inspira Financial, we believe there is no perfect candidate and want to encourage applying even if all the requirements listed arent met. Our goal is to build an authentic workplace by valuing diversity in our candidates. We work to ensure that our team reflects the diversity of the businesses and clients we serve. We are always looking to expand our growing team with dynamic and enthusiastic individuals. If you enjoy a collaborative, fun environment that champions career development, Inspira Financial is the place for you We look forward to receiving your application Check out this Inspira Financial video to learn more about our company
  • Typical schedule for this role is 8 a.m. CT to 5 p.m. CT.

HOW YOU WILL SOAR:

The Account Manager is responsible for owning the primary relationship with their assigned clients. The incumbent will work independently to develop strong personal and collaborative relationships with assigned mid to large clients and to achieve satisfaction, revenue, participation, and earnings objectives. The role will also work to identify client specific issues and opportunities, propose solutions, and champion resolution while working closely with other operational areas.
  • Main point of contact for all client questions and concerns
  • Responsible for proactively building and maintaining the relationship with assigned clients
  • Responsible for maintaining and updating system setup and configuration for assigned clients
  • Responsible for coordinating, leading and executing client open enrollment or plan renewal
  • Responsible for achieving revenue, growth, and renewal goals
  • Other duties as assigned
  • 25% nationwide travel

IF YOU HAVE SOME OR ALL OF THE FOLLOWING, APPLY:
  • Bachelors Degree in Business Management, Healthcare Administration, Sales or related field
  • 2-4 years of applicable experience
  • Demonstrated ability to perform in complex situations
  • Experience presenting educational material or compelling story to clients
  • Excellent analytical skills with a proactive nature
  • Strong organization skills with a drive to meet deadlines
  • An affinity for accuracy and efficiency
  • Proficiency in Microsoft Excel, Word (including mail merge) and Outlook
  • Strong verbal and written communication skills
  • An aptitude for prioritization and multi-tasking
  • Strong collaboration skills
  • A drive to learn and apply new concepts quickly
  • Ability to prioritize numerous tasks
  • Experience with Salesforce CRM preferred

Inspira Financial provides health, wealth, retirement, and benefits solutions that strengthen and simplify the health and wealth journey. With more than 7 million clients, representing over $62 billion in assets, Inspira works with thousands of employers, plan sponsors, recordkeepers, TPAs, and other institutional partners helping the people they care about plan, save, and invest for a brighter future. Inspira relentlessly pursues better outcomes for all with our automatic rollover services, health savings accounts, emergency savings funds, custody services, and more. Learn more at .

We have been recognized for our remarkable growth on lists such as Crains Fast 50 and Inc. 5000, and for our outstanding workplace culture and benefits with Built Ins 2023 Best Places to Work and Gallaghers 2022 Best-In-Class Employer awards.