Account Manager

This position serves as the primary point of contact for an assigned book of business, ensuring that client needs are met and our partnership with our clients remains strong. They support an Account Executive to drive group level strategies forward and aligning internal resources to our groups. Collaborates closely with clients to understand their unique needs, challenges, and objectives, offering tailored solutions to meet their requirements.

They are accountable to working with internal teams to drive business growth, optimize operational efficiency, and deliver exceptional service to our clients. This position serves as the day-to-day point of contact for inquiries, escalations, and issue resolution.

Position Requirements:

Education, Licensure, and Experience:

• Three+ years of insurance experience (health, dental, P & C, etc.).
• Four-year degree in business or health administration preferred.
• Two+ years’ experience preparing reports and presentations, summarizing key metrics, achievements, challenges, and recommended strategies for improvement.
• Strong proficiency in Word, Excel and PowerPoint with the ability to learn and become proficient in other computer programs.
• Requires an active Colorado producer license or the ability to attain license within 60 days of start date. Requires an active Colorado driver’s license.

Skills and Abilities:

• Well-developed ability to build and maintain working relationships with various internal and external stakeholders. Follows through with a sense of urgency on client requested operational changes.
• Well-developed understanding of employee benefits environment, insurance business, products and competitors in the market. Demonstrated ability to analyze benefit plan designs and costs.
• Underwriting acumen, including a general understanding of fully insured and self-funded arrangements, utilization reporting and general target loss ratio.
• Ability to effectively craft and communicate written and verbal targeted messages. Well-developed ability to prepare and deliver targeted client proposals.
• Independent problem solving, critical thinking, research and analytical skills.
• Utilize data analytics tools to assess the performance of client accounts, identify trends, and generate actionable insights for optimization to be presented to clients and Account Executives.
• Solid organizational, facilitation and time management skills; proactive and outcome oriented.
• Ability to exercise initiative and judgment as well as make decisions within the scope of authority; consistently demonstrate a proactive, inquisitive approach.
• Process improvement oriented; demonstrated ability to recognize and articulate opportunities for improvement.
• Team player with an appreciation of how sales related decisions impact the rest of the organization.
• Expert attention to detail.

Essential Functions

• Researches, gathers, and collates information required to support the determination of specific strategies and plans to retain and grow business in the various target segments assigned in order to meet or exceed annual Sales and Client Services targets. Works in tandem with Account Management team in the execution of these strategies and plans.
• Builds relationships with various delivery channels and clients as assigned.
• Conducts relevant research and analysis to design attractive customer driven growth and retention solutions that make good business sense for DDCO for assigned book of business.
• Works in tandem with Account Management Team in the preparation of renewal and growth specific presentations, proposals and bids.
• Clearly and consistently communicates DDCO’s value proposition and adapts Delta Dental’s key differentiators to the needs of a specific audience.
• Responsible to clients for coordinating enrollment needs and scheduling, including preparation of pre-enrollment, post-enrollment and renewal materials for broker and/or client.
• Partners with Account Executives in all aspects of client management, including renewal, triage, and resolution of account issues and plan changes, reporting, and education.
• Understand and works in tandem with the Account Executives to maintain database information on each assigned account. Works with the Account Executives to collect and record information regarding rate and benefit history, contribution strategy, and competitive information, DDCO positioning data and employer benefit and company information.
• Works cohesively with all DDCO processes and functions to deliver seamless and high-quality service internally and externally. Contributes to continuous process improvement by generating and sharing opportunities for improvement at regular Sales and Client Services meetings.
• Maintains awareness and consideration of, how Sales and Client Services decisions impact other DDCO processes and functions. Ensures quality deliverables to all processes and functions, with a specific emphasis on Group Administration and Analytics.
• Proactively probes for, and monitors, competitor intelligence, market environment and industry trends as well as satisfaction with Delta Dental of Colorado and our processes. Provides feedback to Marketing per the designated process.
• Contributes to continuous process improvement by generating and sharing opportunities for improvement at regular Sales and Client Services Meetings and adapts readily to change.
• Proficiently utilizes DDCO systems and client relationship management tools.

General Position Responsibilities:

• Serve as the primary point of contact for an assigned book of business, ensuring a high level of client satisfaction, responsiveness, and relationship management.
• Partner with Account Executives to support client strategy execution, renewal processes, and overall account management activities.
• Collaborate cross-functionally with internal teams to deliver seamless service, resolve issues, and ensure alignment on client needs and business objectives.
• Analyze client data, market trends, and competitive insights to support growth, retention, and strategic account planning.
• Develop and deliver client-facing materials, including presentations, reporting, and renewal support documentation.
• Coordinate and manage client lifecycle activities, including enrollment, renewals, and ongoing service delivery.
• Monitor account performance and identify opportunities for process improvement, operational efficiency, and enhanced client experience.
• Maintain accurate and up-to-date account information, including benefit structures, rate history, and client-specific strategies.
• Support continuous improvement efforts by identifying opportunities to enhance processes, tools, and cross-functional collaboration.
• Become familiar with and follow DDCO-wide and department-specific policies, standard operating procedures and the DDCO Core Values; seek assistance from management when clarification or assistance is needed.
• Assist others as requested.

** This job description is not intended to be an exhaustive list of all duties. Team members may perform other related duties as assigned. Duties, responsibilities, and activities may change at any time with or without notice.

Degree of Authority/Management:

Team members in this position will be expected to perform most job duties and responsibilities independently and in accordance with established departmental and organizational policies and standard operating procedures.

This position is not responsible for the supervision of any other positions at DDCO.

Working Conditions:

• This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, and photocopiers. Regular exposure to a computer screen.
• No physical effort beyond that is typically required in a normal office environment.
• A flexible schedule may be required. The potential for tight deadlines or periods of high workload might require additional hours.
• This position is a hybrid role that requires 2-3 days in the office, based upon the needs of the organization.
• Ability to perform the essential functions of the job with or without reasonable accommodation.

Delta Dental of Colorado is proud to be an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to age, color, disability, gender identity, genetic information, military or veteran status, national origin, race, religion, sex, sexual orientation, or any other applicable status protected by federal, state, or local law.