Client Account Lead Analyst

1 month ago

Portland, Oregon, United States The Cigna Group Full time

Role Summary

The Sales Client Account Lead Analyst role is a key member of the Client and Growth Services organization, providing advanced professional input to complex Client Services geographically assigned local market book of business and projects for a designated region, while working collaboratively across the segment and matrix lines. This role manages a complex book of business and is accountable to proactively manage, respond and address complex inquiries through strategic service plans to facilitate results attainment for the client experience and net promoter score (NPS), persistency and overall customer growth. The Account Lead Analyst is also responsible to support and provide direction to more junior professionals utilizing in-depth professional knowledge and acumen to develop processes and procedures and monitor trends within Client Account Services.

The ideal candidate will have demonstrated experience and ability to manage a complex book engaging proactively with the client/broker, solving unique service issues and inquiries, ensure potential problems are averted, work autonomously and collaboratively, only requiring "expert" level technical support from others and both inform as well as effectively communicate internally and externally.

Please note: This hybrid role will require the incumbent candidate to come into a local Cigna office 2-3 days per week. The incumbent candidate can be based out of the following offices:

SEATTLE, WA or PORTLAND, OR

Responsibilities:

  • Manage a complex book of business, provide direction and support to junior professionals and monitor trends while developing and executing service delivery plans.
  • Engage externally with clients and brokers to educate and inform on service capabilities, products and market level strategies. Provide the day-to-day service and build long-term relationships with clients and brokers.
  • Attend geographically assigned local market client/broker meetings.
  • Accountable to keep account team and service leadership team well informed of account status and potential opportunities for expanded business.
  • Develop and execute service improvement and recovery plans including proactive actions, collaborate with matrix partners, account teams to ensure we meet/exceed client expectations for assigned book. Perform root cause analysis and use data and insights to mitigate reoccurrence of issues.
  • Accountable to exercise judgment in the evaluation, selection and adaptation of both standard and complex service techniques and procedures.
  • Coordinate the development and delivery of monthly, quarterly and annual reporting of book of business to ensure attainment of segment level results and service improvement plans.
  • Serve as primary subject matter expert and in support of team training: enhance, maintain and facilitate the standard operating procedures related to service delivery.
  • Utilize problem- solving skills to identify root cause and provide support for region across the segment and leadership on all issues and initiatives. Lead and/or participate in projects.
  • Collaborate and Partner with Tech Coaches, Trainers, Auditors & Compliance, leadership to ensure awareness of issues, elements/changes are infused in day-to-day processes and best practices are adopted. Facilitate and leads discussions.
  • Influence service partners to drive consistency and best practices with the local market and across markets and segments.
  • Demonstrate the ability to be proactive, anticipate needs with strong organizational and communication skills.

Qualifications:

  • Bachelor/Associate's degree in a related field preferred or at least 5-7 years of related experience.
  • Previous extensive Sales Operations Services experience in insurance broker or insurance carrier space, procedures, compliance strongly preferred.
  • Previous experience working on a service support team, project team or as a business resource support for projects and initiatives preferred .
  • Exceptional knowledge and Technical understanding of insurance industry, broker experience, HMO, PPO, POS, funding, Compliance, contract and underwriting/rating knowledge and systems experience specifically using Excel and SFDC.
  • Prior experience working with matrix partners, coaching others and with external customers is preferred.
  • Strong communications and interpersonal skills (written, oral and professional presence).
  • Ability to attend client/broker events locally with potential to travel.

If you will be working at home occasionally or permanently, the internet connection must be obtained through a cable broadband or fiber optic internet service provider with speeds of at least 10Mbps download/5Mbps upload.

About Cigna Healthcare

Cigna Healthcare, a division of The Cigna Group, is an advocate for better health through every stage of life. We guide our customers through the health care system, empowering them with the information and insight they need to make the best choices for improving their health and vitality. Join us in driving growth and improving lives.

Qualified applicants will be considered without regard to race, color, age, disability, sex, childbirth (including pregnancy) or related medical conditions including but not limited to lactation, sexual orientation, gender identity or expression, veteran or military status, religion, national origin, ancestry, marital or familial status, genetic information, status with regard to public assistance, citizenship status or any other characteristic protected by applicable equal employment opportunity laws.

If you require reasonable accommodation in completing the online application process, please email: for support. Do not email for an update on your application or to provide your resume as you will not receive a response.

The Cigna Group has a tobacco-free policy and reserves the right not to hire tobacco/nicotine users in states where that is legally permissible. Candidates in such states who use tobacco/nicotine will not be considered for employment unless they enter a qualifying smoking cessation program prior to the start of their employment. These states include: Alabama, Alaska, Arizona, Arkansas, Delaware, Florida, Georgia, Hawaii, Idaho, Iowa, Kansas, Maryland, Massachusetts, Michigan, Nebraska, Ohio, Pennsylvania, Texas, Utah, Vermont, and Washington State.

  • Lead Accounting Analyst

    1 week ago

    Portland, Oregon, United States Chartwells Higher Education Dining Services Full time

    Company Overview:Chartwells Higher Education is at the forefront of transforming the dining experience at colleges and universities across the nation. We are dedicated to creating innovative, food-centric environments that foster community and connection among students.Position Summary:We are currently seeking a Senior Accounting Analyst to enhance our...

  • Lead Financial Analyst

    1 week ago

    Portland, Oregon, United States LaCrosse Footwear Full time

    Lead Financial Analyst Join LaCrosse Footwear as a full-time Lead Financial Analyst. We are a distinguished company with a legacy of excellence in performance footwear, dedicated to quality and innovation. WHY JOIN OUR TEAM?We offer competitive salary and a comprehensive benefits package for the right candidate eager to contribute to our mission. Our...

  • Senior Financial and Accounting Analyst

    1 week ago

    Portland, Oregon, United States PacifiCorp Full time

    Position Overview:As a Senior Financial and Accounting Analyst, you will play a pivotal role in providing strategic guidance and insights to management and client organizations.Key Responsibilities:1. Offer expert advice and counsel to enhance decision-making processes.2. Conduct in-depth analyses and special studies to develop actionable recommendations.3....

  • Accounts Credit Analyst

    1 week ago

    Portland, Oregon, United States Columbia Sportswear Full time

    About Columbia SportswearColumbia Sportswear's Finance & Accounting teams are dedicated to ensuring the financial stability and strategic direction for a diverse portfolio of global brands. These teams leverage their expertise across various domains including Compliance, Credit Management, Financial Planning and Reporting, Taxation, Treasury, Procurement,...

  • Lead Financial Analyst

    1 week ago

    Portland, Oregon, United States Creative Financial Staffing Full time

    Senior Accounting Analyst - fully remote Company Overview:Dynamic and rapidly expanding organization seeking a Senior Accounting Analyst.This role is newly established and will report directly to the VP of Finance.Position created due to significant growth within the company.The VP of Finance is a highly regarded CPA with a proven track record of...

  • Senior Accounting Professional

    5 hours ago

    Portland, Oregon, United States Creative Financial Staffing Full time

    Senior Accounting Analyst OpportunityAbout the Company:Creative Financial Staffing is a leading provider of financial staffing solutions, partnering with high-growth companies to deliver top talent.This Senior Accountant position is a newly created role reporting to the VP of Finance, a seasoned executive with a strong track record of success.The company is...

  • Lead Auditor

    1 week ago

    Portland, Oregon, United States Jobot Full time

    Senior Audit Associate - JobotThis position is for a Senior Audit Associate with CPA credentials, tasked with managing audit engagements for large corporate clients while promoting a balanced work-life environment. The role is designed for professionals who value flexibility and support in their career. Our firm is acknowledged as one of the leading CPA...

  • Senior Accounting Analyst

    1 week ago

    Portland, Oregon, United States Urban League of Portland Full time

    Senior Accounting Analyst (Finance Transformation) About the Company: The Urban League of Portland is dedicated to creating equitable opportunities and fostering a diverse work environment. Our mission is to empower communities through advocacy, education, and economic development. We strive for excellence in service, innovation, and social responsibility,...

  • Senior Accounting Analyst

    1 week ago

    Portland, Oregon, United States Urban League of Portland Full time

    Senior Accounting Analyst (Finance Transformation) About the Company: The Urban League of Portland is dedicated to fostering career growth and promoting a diverse work environment. Our mission is to enhance community lives through safe utility services and renewable energy solutions. We strive for excellence in service, innovation, and environmental...

  • Lead Financial Analyst

    1 week ago

    Portland, Oregon, United States Chartwells Higher Education Dining Services Full time

    Company Overview:Chartwells Higher Education Dining Services is redefining the dining experience at colleges and universities across the nation. We are dedicated to creating innovative, technology-driven food environments that foster community and engagement among students.Position Summary:We are currently seeking a Senior Accounting Analyst. This role is...

  • Accounts Receivable Analyst

    1 week ago

    Portland, Oregon, United States Creative Financial Staffing Full time

    Accounts Receivable Specialist - A Role with Ethical LeadershipCompany Overview:Our client is a prominent Fortune 1000 organization, recognized for fostering a culture that values performance and offers job security.As a global frontrunner, the company is committed to promoting ethical business practices across all operations.The role of Accounts Receivable...

  • Lead Financial Analyst

    1 week ago

    Portland, Oregon, United States Cramer Fish Sciences Full time

    Position OverviewCramer Fish Sciences (CFS) is in search of a dedicated Senior Accountant to deliver critical financial oversight in collaboration with the Controller. This role will be pivotal in managing the month-end closing process, overseeing fixed asset management, and supervising accounts receivable and payable functions. Additionally, the position...

  • Senior Accountant

    4 weeks ago

    Portland, Oregon, United States Endeavor Staffing - Recruiting firm for client Full time

    Client Company: Real Estate Investment FirmAre you a skilled accountant with a passion for real estate and investment analytics? Our client, a unique, private, real estate investment firm, is looking for an ambitious and driven Senior Accountant or Junior Controller to join their dynamic team. This is an exciting opportunity to work directly with the company...

  • Travel Nurse RN

    3 days ago

    Portland, Oregon, United States HealthEcareers - Client Full time

    About the JobHealthEcareers - Client is seeking a skilled Travel Nurse RN - Med Surg to join their team. As a traveling healthcare professional, you will have the opportunity to work with a variety of patients and healthcare teams, gaining valuable experience and skills.Job ResponsibilitiesProvide high-quality patient care in a Med Surg settingCollaborate...

  • Lead Accountability Specialist

    1 week ago

    Portland, Oregon, United States Dick Hannah Acura Full time

    The Lead Accountability Specialist is tasked with ensuring adherence to lead management protocols and the effective execution of sales processes via marketing systems.This position encompasses support for various digital platforms and vendor partnerships while upholding exceptional standards for customer satisfaction and online reputation management.The Lead...

  • Client Relations Account Supervisor

    1 week ago

    Portland, Oregon, United States ABM Industries Full time

    Job Overview Compensation: $65K/YR-$72K/YR The compensation range provided reflects the hourly rate for this role. Actual offers may differ based on the candidate's qualifications, experience, skills, location, and market alignment. Benefits Overview: ABM offers a robust benefits package. For details on ABM's benefits, please refer to ABM 2024 Employee...

  • Senior Credit Risk Analyst

    1 week ago

    Portland, Oregon, United States The Symicor Group Full time

    Senior Credit Risk Analyst PositionAre you an experienced Credit Analyst seeking a new challenge in the financial sector? The Symicor Group is looking for a dedicated professional to assess clients' credit profiles and financial documents to gauge lending risks effectively.Key Responsibilities:Examine intricate commercial real estate (CRE) and commercial and...

  • Senior Accounting Professional

    5 days ago

    Portland, Oregon, United States Creative Financial Staffing Full time

    About the OpportunityCreative Financial Staffing is seeking a highly skilled Senior Accounting Professional to join our team. As a key member of our finance department, you will play a critical role in driving business growth and success.About the CompanyCreative Financial Staffing is a leading provider of financial staffing solutions. Our company is...

  • Lead Financial Analyst

    1 week ago

    Portland, Oregon, United States Cramer Fish Sciences Full time

    Cramer Fish Sciences (CFS) is currently in search of a dedicated Senior Accountant to deliver critical financial support in collaboration with the Controller. This role will be pivotal in managing the month-end closing process, overseeing fixed asset management, and supervising accounts receivable and payable. The successful candidate will also handle client...

  • Financial Analyst

    2 days ago

    Portland, Oregon, United States Precision Castparts Corp Full time

    Financial AnalystWe are seeking a highly skilled Financial Analyst to play a key role in driving business growth and success at Precision Castparts Corp. As a Financial Analyst, you will be responsible for analyzing financial data, identifying trends, and providing insights to inform business decisions.Key Responsibilities:Develop and maintain financial...