Strategic Account Manager

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POSITION SUMMARY 

The Strategic Account Manager is responsible for leading the implementation, servicing, and retention of large group clients. This role serves as the primary liaison between DDNM and key stakeholders, including brokers, consultants, and client leadership. The Strategic Account Manager drives renewal and RFP processes, develops strategic plans, and ensures the delivery of exceptional service and value to clients.ESSENTIAL FUNCTIONS 

• Leadership & Culture 

• Model and promote company values, behaviors, vision, mission, and objectives. 

• Model and promote the DDNM value proposition. 

• Foster a positive, fun, and successful team culture. 

• Client Strategy & Retention 

• Lead implementation and servicing of large group accounts. 

• Own and manage all renewal and RFP activities, acting as project manager. 

• Collaborate with internal leadership and underwriting to develop strategic proposals. 

• Ensure transparency and communication across internal stakeholders during RFP processes. 

• Develop and execute short- and long-term strategies focused on client retention and oral health improvement. 

• Market & Client Insight 

• Maintain a deep understanding of market conditions and client challenges. 

• Validate insights through engagement with client stakeholders. 

• Share strategic findings with internal teams to inform business decisions. 

• Client Relationship Management 

• Serve as the primary point of contact for large group clients. 

• Build and maintain relationships with key client contacts, from day-to-day representatives to senior leadership. 

• Organize and lead external meetings, presenting data and strategic insights. 

• Tailor communications and materials to audience roles and influence. 

• Presentation & Communication 

• Represent DDNM in presentations, open enrollment meetings, health fairs, and other external events. 

• Position DDNM’s value, advantages, and differentiators while addressing competitive threats. 

• Customize messaging for both client leadership and employees. 

• Account Management 

• Manage a portfolio of group clients, meeting service and renewal objectives. 

• Resolve day-to-day issues through research, analysis, and cross-department collaboration. 

• Recommend performance improvements and strategic solutions. 

• Data & Reporting 

• Support client data needs by preparing and interpreting custom and standard reports. 

• Use data to craft compelling narratives that demonstrate DDNM’s value. 

• Ensure timely and accurate documentation of account activities in Salesforce. 

• Consultation & Education 

• Provide ongoing training and education to clients and consultants on market trends and benefit innovations. 

• Maintain regular engagement with brokers and consultants per established metrics. 

• Team Development & Collaboration 

• Mentor and train non-strategic account managers to support client satisfaction and retention. 

• Collaborate across departments to support company-wide goals and initiatives. 

• Compliance & Continuous Improvement 

• Develop, recommend, and enforce operational policies and procedures. 

• Stay informed on marketplace trends and competitive products. 

• Adhere to departmental and corporate policies and support internal teams. 

• Additional Responsibilities 

• Support client acquisition, satisfaction, retention, and oral health initiatives for non-assigned groups. 

• Represent the company publicly and build relationships within the broker community. 

• Perform other duties as assigned to support the success of the department and organization. 

Minimum Requirements:

QUALIFICATIONS:  

The following qualifications and conditions are expected of the Strategic Account Manager: 

• Work Environment & Availability 

• Must be willing and able to work on-site. 

• Flexible schedule required, including availability before 8:00 AM, after 5:00 PM, weekends, and hours exceeding 40 per week when necessary. 

• Must be able to work in an open office environment, sit at a desk, and use a computer for extended periods. 

• Ability to lift up to 30 pounds. 

• Licensing & Legal Requirements 

• Must hold a valid state health insurance license or obtain one within three months of employment. 

• Valid New Mexico driver’s license and proof of insurance meeting statutory requirements. 

• Must be legally authorized to work in the United States. 

• Must successfully pass a 7-year background check and drug screening. 

• Travel 

• Travel is required to maintain client relationships. 

• Occasional out-of-state travel may be necessary. 

• Must be willing to work in the office, and in the field as needed. 

• Skills & Competencies 

• Demonstrated leadership abilities. 

• Proven success in training, mentoring, and motivating others. 

• Strong computer proficiency, including Microsoft Office Suite, Salesforce, Sharepoint and other database applications. 

• Excellent communication skills—verbal, written, presentation, and listening. 

• Strong analytical and problem-solving skills with attention to detail and sound judgment. 

• Ability to manage multiple projects and processes within time and budget constraints. 

• Demonstrated proactive customer engagement and relationship management. 

EXPERIENCE AND EDUCATION 

• Experience: 
  Minimum of 5 years of experience in sales, account management, and/or servicing group accounts. Intermediate to advanced knowledge of service delivery within the healthcare industry is required, with a strong preference for experience in group benefits or insurance. 

• Education: 
  Bachelor’s degree required, preferably with a focus in Business, Marketing, or Communications. A combination of relevant education, training, and professional experience may be considered in lieu of a degree. 

The company will provide equal employment and advancement opportunity within the context of its unique business environment without regard to race, color, religion, gender, gender identity, gender expression, age, national origin, familial status, citizenship, genetic information, disability, sex, sexual orientation, marital status, pregnancy, height, weight, military status, or any other status protected under federal, state, or local law or ordinance.