Account Management

Job Title: Account Manager Department: Member Development Weekly Hours: 40 hours Reports to: Account Management Manager FLSA Status: Non- Exempt POSITION OVERVIEW: We are seeking a detail-oriented Account Manager to support new Members as they begin their journey with Solidarity HealthShare. This role focuses on providing an exceptional onboarding experience — welcoming new Members, guiding them through setup, answering questions, and ensuring they feel confident using our products or services. DUTIES AND RESPONSIBILITIES: Uphold and integrate Solidarity’s Catholic and Christian identity and foster the teachings of the Church in all aspects of your job responsibilities. Provide clear, accurate information about products, services, and policies of SHS. Utilize the phone and email to work through appropriate CRM and complete tasks, including 24- hour, 30-, 60-, 90-day check-ins with members. Serves as a point of contact for Members with any questions that they have while onboarding. Educate Members on how to use the Online Portal and complete their KYC information. Manage the patron accounts of groups as they are introduced by the Member Development Team. Be ready to assist any other team as needed. Proactively reach out to Members and ensure they have a full understanding of the Membership. Work with Members through their first 90 days with any needs they may have, or when scheduling calls. Review any Health Questionnaire that comes through voluntarily by Members either before or after membership is achieved. Coordinate with internal teams to resolve issues efficiently. Identify opportunities to improve the onboarding process and enhance the client experience. Maintain a positive, professional attitude while handling client concerns or complaints. Perform other related duties as assigned. REQUIRED QUALIFICATIONS & SKILLS: Must be able to provide proof of eligibility to legally work in the United States. Ability to meet or exceed weekly key performance metrics. Excellent communication and interpersonal skills. Strong organizational and problem-solving abilities. Comfortable with technology and customer management systems. Ability to multitask and manage time effectively in a fast-paced environment. Positive attitude and commitment to providing outstanding service. EDUCATION AND EXPERIENCE: 1–3 years of experience in customer service, client onboarding, or account management. Bachelor’s degree in communication or business. PHYSICAL REQUIREMENTS: Ability to sit/ stand for extended periods of time. OTHER DUTIES Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. #J-18808-Ljbffr Solidarity HealthShare