Account Manager II

Summary

CorVel Corporation provides risk management solutions for workers’ compensation, auto, health, and disability management. The Account Manager II serves as the primary strategic liaison for assigned customers, managing retention, revenue growth, service excellence, stewardship reporting, contracts, implementations, and opportunities to expand services.

Responsibilities

• Manage local or regional accounts with at least $1M in annual revenue per account and portfolio exceeding $3M
• Drive revenue growth through expansion of existing accounts and introduction of additional CorVel services
• Build and maintain executive-level client relationships
• Ensure client satisfaction, retention, and achievement of contractual services
• Oversee accounts receivable activities in partnership with operational leadership
• Lead client stewardship meetings and provide consultative guidance based on account trends and business needs
• Proactively raise concerns or potential issues to appropriate members of the management and executive team to remedy immediate concerns before they become issues; maintain an open items matrix to document all issues and resolution
• Coordinate account implementations, customer setups, and service delivery across internal teams
• Coordinate and attend customer meetings; ensure 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
• Provide monthly account updates and document all new service opportunities in Salesforce.com
• Additional duties as assigned

Skills

• Reliable professional with the ability to achieve balance between customer orientation and a results-driven approach
• Knowledge of CorVel's services and completion of all CorVel Product Training Modules
• Business acumen with results-oriented mindset
• Excellent presentation, negotiation, and interpersonal skills
• Strong commitment to customer service
• Able to work independently while collaborating across departments
• Strong organizational, analytical, and time-management abilities
• Must be proficient in Microsoft Office applications and CRM software (Salesforce)
• Bachelor's degree, certification or equivalent experience in business, sales or marketing
• Proven experience in account management
• Experience in the insurance industry, managed care, worker's compensation, or a related field

Qualifications

Must Haves

• Reliable professional with the ability to achieve balance between customer orientation and a results-driven approach
• Knowledge of CorVel's services and completion of all CorVel Product Training Modules
• Business acumen with results-oriented mindset
• Excellent presentation, negotiation, and interpersonal skills
• Strong commitment to customer service
• Able to work independently while collaborating across departments
• Strong organizational, analytical, and time-management abilities
• Must be proficient in Microsoft Office applications and CRM software (Salesforce)
• Bachelor's degree, certification or equivalent experience in business, sales or marketing
• Proven experience in account management
• Experience in the insurance industry, managed care, worker's compensation, or a related field

Benefits

• This position can be hybrid or remote.
• A comprehensive benefits package is available for full-time regular employees and includes Medical (HDHP) w/Pharmacy, Dental, Vision, Long Term Disability, Health Savings Account, Flexible Spending Account Options, Life Insurance, Accident Insurance, Critical Illness Insurance, Pre-paid Legal Insurance, Parking and Transit FSA accounts, 401K, ROTH 401K, and paid time off.
• Plenty of career advancement opportunities