Account Advisor
Location
United States
Posted
24 days ago
Salary
$70K / year
Seniority
Mid Level
No structured requirement data.
Job Description
Account Advisor
illumifin
Role Description The nation's leading administrator of insurance services is looking for YOU. This is your opportunity to join a company with a culture that promotes respect for people, integrity, learning, and initiative. WE ARE THE KIND OF EMPLOYER YOU DESERVE. Account Management professionals are responsible for providing organized, efficient, and profitable implementation of new business or process improvements for existing business. This role will include: - Acts as the primary point of contact and proactively manages assigned clients to promote positive long-term client relationships. - Executes the implementation of new clients. - Manages daily, weekly and/or monthly reports required by clients including the coordination, development, and facilitation of reports. - Works with internal departments to develop and maintain business requirements for new or existing clients. - Coordinates and prepares pricing and contract updates as well as the development and management of projects or department timelines as needed. - Works with client(s) in budget development, strategic and tactical planning, and goal setting. - Communicates effectively with senior leaders and staff, presenting information in a succinct and understandable format. - Works closely with internal departments to ensure communication and execution of all account and business initiatives. - Prepares documents for establishing Service agreements with clients and potential clients, investigating and resolving issues within respective accounts. - Identifies opportunities to expand the business with existing clients through introducing new products and services. - Handles client inquiries, resolves issues, and ensures a timely response to concerns. - Monitors key account metrics, analyzes client data, and identifies areas for improvement. - Oversees the delivery of project estimates to clients ensuring timely delivery and follow-up. - Provides input and support on client budget targets to meet company goals. - Other duties as assigned. - New account and business implementation including: - Communicates with clients and internal departments to facilitate a smooth implementation. - Works closely with internal departments to ensure communication and execution of all account and business initiatives. - Account management including: - Directs and proactively manages an assigned client base to promote positive, long-term client relationships. - Supports and executes the installation of new clients. - Conducts regular meetings to communicate business updates with both internal and external customers. - Responsible for the coordination, development, and facilitation of daily, weekly and/or monthly reports required by clients. - Works directly with new or existing clients to develop and maintain business requirements. - Manages project and department timelines. - Creates and delivers presentations to current and potential clients. - Stays informed on all aspects of the operation related to assigned client(s). - Maintains strong relationships with the operations managers and departments including senior management. - Acts as client advocate as well as supporter of what is in the best interest of the enterprise. Qualifications - Minimum of BA/BS degree or equivalent work experience plus 3+ years long-term care industry or operational experience. - LTC or Health Plan experience preferred. - Ability to manage projects to a deadline. - Detail-oriented with excellent organizational skills. - Proven ability to develop strong relationships and play a leadership role. - Ability to recommend and make process improvements when needed. - Must be self-motivated and exhibit a history of meeting or exceeding goals. - Ability to listen to client needs and enterprise requirements to develop, manage, and execute a mutually beneficial solution. - Awareness of how to present the enterprise in a polished and professional manner in written, verbal, and presentation settings. - Ability to travel. - Proficient in Microsoft applications. Requirements - The base salary target for this position is at $70,000 depending on experience and qualifications.
Related Guides
Related Job Pages
More Account Manager Jobs
Associate Managing Director, Relationship Manager
LOS ANGELES CAPITAL MANAGEMENT LLCLos Angeles Capital is a global equity manager of assets for leading institutions around the world, recognized as a pioneer in dynamic equity management. The Firm manages approximately $40.1 billion as of December 31, 2025, across a wide variety of public equity strategies designed to meet institutional client return and risk objectives.
Role Description The Associate Managing Director will play a central role in expanding the Firm’s institutional presence across the Northeast U.S. This individual will partner closely with senior management, relationship management colleagues, and investment professionals to: - Originate and develop new client relationships. - Deepen select existing relationships. - Represent the Firm with credibility in the institutional marketplace. The role is well suited to a candidate who combines strong business development instincts with sound investment judgment, a consultative approach, and the ability to communicate quantitative equity strategies clearly and confidently to sophisticated investors and consultants. Qualifications - Bachelor’s degree required; advanced degree preferred. - 8-10 years of professional sales or business development experience, ideally in asset management or institutional financial services. - Intellectually curious, with the ability to hold in-depth conversations with senior investment professionals. - Passion for investing and a strong desire to build and grow an institutional book of business. - Collaborative team player who can also operate independently, exercise sound judgment, and take ownership of outcomes. - Proven ability to engage sophisticated stakeholders across a range of backgrounds, perspectives, and investment priorities. - Strong networking and relationship-development skills. - Demonstrated ability to secure meetings with qualified institutional investors and build durable relationships over time. - Comfort discussing quantitative concepts and investment approaches with sophisticated institutional audiences. - Demonstrated ability to win and close institutional equity management business in a competitive marketplace. - Strong understanding of the needs of large institutional investors and how to translate those needs into successful equity mandates. - Highly organized, detail-oriented, and self-motivated, with a strong work ethic. - Excellent collaborator who can build strong internal partnerships across relationship management, investment, and support teams. - Clear, polished, and effective written communicator. - Strong presentation and client-facing communication skills, with the ability to convey complex ideas in a clear and compelling manner. - Mature, gracious professional who is assertive, but respectful. - Values professional relationships and recognizes the value of loyalty and teamwork. Requirements - Develop and grow relationships with institutional investors, with a strong emphasis on consultants, OCIOs, pensions, financial institutions, and foundations and endowments. - Identify high-potential prospects and pursue tailored business development strategies grounded in each organization’s priorities, decision process, and investment needs. - Build trusted relationships with senior decision-makers and key influencers to understand their objectives, decision-making processes, and investment priorities through ongoing one-on-one engagement. - Partner with the Portfolio Management and Research teams to position the Firm’s most relevant strategies for each prospect and opportunity with precision and credibility. - Manage the flow of information between the Firm and prospective clients to support a high-quality, responsive sales process. - Represent the Firm’s quantitative investment approach with clarity, conviction, and professionalism in high-stakes meetings and presentations. - Review and help develop RFP responses that clearly articulate the Firm’s investment approach and reflect a thoughtful understanding of each prospect’s objectives and evaluation criteria. - Consistently generate 8-10 high-quality meetings per month with qualified institutional prospects and consultants. - Contribute to the team’s annual revenue goals by closing at least two new institutional relationships each year. - Manage a select group of existing institutional client relationships in the Northeast, with the goal of strengthening partnerships, expanding strategic dialogue, and identifying opportunities for broader engagement. Benefits - Competitive compensation package that includes health care plans, 401(k), and top-tier benefits. - Strong focus on teamwork and work-life balance. - 100% employee-owned through a holding company structure. Company Description Los Angeles Capital is a global equity manager of assets for leading institutions around the world, recognized as a pioneer in dynamic equity management. The Firm manages approximately $40.1 billion as of December 31, 2025, across a wide variety of public equity strategies designed to meet institutional client return and risk objectives.
Sales Account Manager
BeMobileAccountable: We take ownership Adaptable: We embrace change Driven: We continuously improve Helpful: We serve with humility Trustworthy: We do the right thing
Role Description Are you a relationship-builder with a passion for helping businesses succeed? Do you enjoy creating connections, identifying solutions, and sharing innovative technology that drives growth? If so, this is the perfect opportunity for you! Join us as a Business Account Executive and play a key role in delivering cutting-edge wireless and wired technology solutions that empower local businesses to thrive. Kick off your career earning $55,000–$65,000+ in your first year, with unlimited growth potential for proven sales achievers! This is a work-from-home position with certain geographic eligibility requirements. - Travel Requirement: Candidates must hold a valid driver’s license and meet all requirements outlined in BeMobile’s Vehicle Policy. Qualifications - 1 year of sales experience in a business-to-business (B2B) environment - 1-2 years of Wireless experience preferred - A proactive, goal-oriented mindset with the ability to work independently and as part of a collaborative team - Highly organized with attention to detail - Must be proficient in sales, prospecting, project management, leadership, and training - Must be able to manage multiple tasks with proper attention to detail in each task - Must be able to execute the Sales Process fully to ensure it is being used with customers consistently - Excellent communication, collaboration, and interpersonal skills - Must have a reputation for exceeding expectations without constant oversight Requirements - Own the Sales Process: Start your day by reviewing your pipeline in Salesforce, scheduling appointments, and preparing proposals tailored to the unique needs of your business clients - Build Relationships: Meet with decision-makers, quickly establish trust, and present innovative wireless and wired solutions that help their businesses grow - Drive Results: Execute sales activities consistently—prospecting, presenting, and closing deals—all while working toward ambitious monthly goals - Stay Sharp & Ahead: Participate in training, collaborate with Verizon’s business team, and stay up to date on promotions, products, and sales strategies - Collaborate & Connect: Join weekly or monthly virtual meetings to review your funnel, share market insights, and strategize with your leader and teammates - Engage in the Community: Attend chamber of commerce events, networking opportunities, and trade organizations to expand your professional network and represent BeMobile in the marketplace - Deliver Excellence: Keep accurate records in Salesforce, manage inventory effectively, and ensure every customer interaction reflects professionalism, reliability, and value - Thrive & Grow: Each day brings opportunities to sharpen your skills, expand your client base, and make a lasting impact while enjoying the support of a collaborative, growth-driven team Benefits - Health, Dental, and Vision Insurance - Employee Assistance Program (EAP) - 401(k) with Employer Match after 90 Days - Career Advancement Opportunities - Pet Insurance - Verizon Service Plan Discounts - Financial Wellness Tools – SmartDollar by Dave Ramsey & Financial Counseling - Paid Time Off and Sick Pay - Maternity and Parental Leave - DeVry University Continuing Education Discounts - …and so much more! :) Company Description - Accountable: We take ownership - Adaptable: We embrace change - Driven: We continuously improve - Helpful: We serve with humility - Trustworthy: We do the right thing BeMobile is an equal opportunity employer. We hire and promote without regard to race, religion, color, national origin, sex, gender identity or expression, sexual orientation, age, disability, veteran status, or any other characteristic protected by applicable law. All job offers are contingent upon successful completion of a background check. BeMobile participates in E-Verify to confirm the employment eligibility of all newly hired employees in accordance with federal law. This is a remote position.
• Develop, build, and amplify referral relationships with tech partners, human capital management partners, benefit brokers, CPA's and financial advisors in the SMB space • Create and build strategic referral networks and partnerships focused on lead generation and new partnership opportunities • Proactively identify and resolve emerging issues and offer solutions by working cross-functionally with Sales, Product, Marketing, Legal and Finance • Collaborate with Partner Marketing to innovate and execute unique initiatives to promote partner sales (e.g, educational events, email, webinars, etc.) • Work with partners to establish business goals and performance metrics (e.g, depth of sales pipeline and revenue generation) to develop and execute effective go-to-market strategies and demand-generation activities
Account Manager, Southern EU
Olaplex Inc. (Nasdaq: OLPX)The original bond builder that dramatically strengthens, protects and repairs all hair types.
• Ensure monthly, quarterly and annual sales targets and other KPIs for the market are met • Deliver best-in-class service and relationship building with customer principals, sales and education teams that result in disproportionate influence for the brand • Build credible and collaborative working relationships with internal cross-functional/cross-channel colleagues • Develop, execute and track joint business plans for the mutual growth of customers and the company • Communicate consistently with salon distributor partners all matters relating to the management of their account, including promotional briefs, new product launches, in-salon/in-store merchandising, policy changes, terms and conditions, pricing, orders, credits & after sales support • Regularly report on overall market activities and conditions as well as sales data and activities of customers • Personally conduct strategy meetings and sales trainings both virtually and in person • Proactively create, manage and ensure the accuracy of budgets and forecasts, identifying risks and opportunities and building contingency plans where necessary • Visit key salons/pro stores to assess opportunities for improvement and report back to distributors and the company • Identify any opportunities for improvement within distributor teams, procedures or processes and develop plans to address them collaboratively • Assist distributors with the navigation of the company’s internal systems and processes • Influence future professional initiatives and collaborations both at the brand and distributor level

