Position SummaryExamines sales, account management, and business retention metrics for products and services in support of profitable growth and other business objectives. Controls strategic business plans for accounts and customer relationships, focusing on revenue growth, member retention, and achievement of financial objectives.
- Under general supervision, manages a portfolio of client accounts, ensuring high levels of customer satisfaction, retention, and account growth.
- Analyzes complex client data, account performance, and market trends to identify opportunities for account expansion, upselling, and cross-selling.
- Develops complex account plans and strategies to maximize revenue generation, mitigate risks, and achieve account growth targets.
- Conducts routine business reviews with clients, discussing performance metrics, identifying areas for improvement, and making recommendations to optimize account outcomes.
- Collaborates with internal stakeholders, such as sales, marketing, and product teams, to align account strategies, deliver value-added solutions, and enhance customer experience.
- Designs and delivers client presentations, proposals, and reports to showcase account performance, highlight opportunities, and drive engagement.
- Implements proactive account management and customer support, addressing client inquiries, resolving issues, and ensuring a smooth and positive client experience
- Collaborates with cross-functional teams to ensure timely and accurate delivery of client projects, products, and services, meeting client expectations and driving customer satisfaction.
- Identifies and assesses risks within client accounts, developing mitigation strategies and action plans to proactively address challenges and ensure long-term success.
Required Qualifications- 2-5 years of health insurance industry and account management experience.
- Proficiency with desktop software applications such as Outlook, Word, PowerPoint, Teams, and Salesforce.
- Must reside in Eastern Standard Time (EST).
- Resides in northeastern United States, specifically CT, PA, NY, NJ, DC, VA, NC, MD.
- Travel required 10-20% of time within the United States.
Preferred Qualifications- Strong critical thinking, time management, and organizational skills.
- Self-funded insurance experience.
- Stop-loss knowledge.
- Active Life and Health License in state of residence.
Education- Bachelor's degree or equivalent experience (HS diploma + 4 years relevant experience).
Anticipated Weekly Hours40
Time TypeFull time
Pay RangeThe typical pay range for this role is:
$46,988.00 - $122,400.00
This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above.
Great benefits for great peopleWe take pride in offering a comprehensive and competitive mix of pay and benefits that reflects our commitment to our colleagues and their families.
This full-time position is eligible for a comprehensive benefits package designed to support the physical, emotional, and financial well-being of colleagues and their families. The benefits for this position include medical, dental, and vision coverage, paid time off, retirement savings options, wellness programs, and other resources, based on eligibility.
Additional details about available benefits are provided during the application process and on Benefits Moments.
We anticipate the application window for this opening will close on: 09/04/2026
