Account Management Specialist
7 days ago
At CorVel Enterprise Comp, Inc., we're seeking an experienced Account Manager I to join our team. This role is a first-level account management position that requires interacting with customers on an executive level and acting as an extension of the client.
The ideal candidate will have a reliable professional track record, excellent communication/presentation skills, and ability to build relationships. They must also be proficient in Microsoft applications and CRM software (Salesforce).
Key Responsibilities:
- Provide consultative customer services for one or more new or established accounts
- Introduce new services independently or with assistance as needed
- Handle local or regional accounts
- Manage case management accounts with revenue in one region with a combined revenue for all accounts of over $3m.
- Revenue growth with existing accounts
- Accounts Receivable - Responsible for all aspects of collections in conjunction with the respective operations management
- Client Stewardship- Responsible for conducting regular stewardship meetings and overseeing the integrity and delivery of client specific reports and information. Must perform in a consultative role identifying trends and providing CorVel solutions to market and business challenges
- Client Retention - Maintain continuous communication with customer(s) to ensure that all service expectations are identified and maintained. Communicate and engage senior management in account status, challenges and goals. Every national account and large account will have an RVP assigned as a senior operations representative to the account
- Surface issues or potential issues to appropriate members of the management and executive team proactively to remedy immediate concerns after they become issues. Maintain an open items matrix to document all issues and resolution
- Facilitate and coordinate internal customer set-up and external implementation
- Coordinate and attend customer meetings. Ensure appropriate CorVel participants are engaged
- Discuss, understand, and meet agreed upon standards as mutually determined by CorVel and customer
- Develop/maintain account service instructions/communicate to service staff and post on the Intranet
- Manage contract renewals/price increases; coordinate with the AE and/or management team as appropriate
- Present information to assigned customers in an organized and persuasive fashion for contract renewals, service issue discussions, or additional product sales
- Regular attendance on the Monthly Account Manager Call
- Monthly account updates and all new service opportunities documented in Salesforce.com
- Follow CorVel policies and procedures
- Requires regular and consistent attendance
- Comply with all safety rules and regulations during work hours in conjunction with the Injury and Illness Prevention Program (IIPP)
- Additional duties may be assigned
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