Account Manager (Remote)

Join Us! Take the next step in your journey at Inspira Financial. Guided by our mission to enable better health and greater wealth, we help businesses and individuals thrive today, tomorrow, and into retirement by strengthening and simplifying the health and wealth journey. Join Us! Take the next step in your journey at Inspira Financial. Guided by our mission to enable better health and greater wealth, we help businesses and individuals thrive today, tomorrow, and into retirement by strengthening and simplifying the health and wealth journey. Our values shape how we show up everyday. We Lead with Heart by acting with compassion, empathy, and doing what's right; Cultivate Trust through integrity, transparency, and accountability; Aim Higher by never settling for what's expected and continually raising the standard; and Win Together by collaborating inclusively to achieve the best outcomes. Join us on our journey as we work together to take on the complex and the everyday - turning collective effort into life-changing impact that enriches lives and helps build a better future. Learn more at inspirafinancial.com. We believe in finding the best talent! While some roles are based at one of our office locations, remote roles can sit in any of the following states: AL, AZ, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA and WV. Remote status and role locations are subject to change. Relocation is not provided. Employees within a 90-minute radius of our Oak Brook, IL headquarters are required to adhere to the company in-office work guidelines of 4 days per month minimum from 10 am to 2 pm (1 of the 4 days must be a Monday or Friday). This requirement does not apply to support specialist positions. Don't meet every single requirement? That's okay. At Inspira Financial, we know growth comes from people who are willing to learn, challenge themselves, and aim higher. We value individuals who lead with heart, cultivate trust, and collaborate to win together. If you're energized by meaningful work, continuous development, and being part of a team that turns collective effort into real impact, Inspira Financial could be the right next step in your journey. We look forward to receiving your application. Inspira Financial provides health, wealth, retirement, and benefits solutions that strengthen and simplify the health and wealth journey. With more than 7 million clients, representing over $62 billion in assets, Inspira works with thousands of employers, plan sponsors, recordkeepers, TPAs, and other institutional partners--helping the people they care about plan, save, and invest for a brighter future. Inspira relentlessly pursues better outcomes for all with our automatic rollover services, health savings accounts, emergency savings funds, custody services, and more. Learn more at inspirafinancial.com. We have been recognized for our remarkable growth on lists such as Crain’s Fast 50 and Inc. 5000, and for our outstanding workplace culture and benefits with Built In’s 2025 Best Places to Work and Gallagher’s 2022 Best-In-Class Employer awards. Job Summary & Responsibilities Develop a mutually rewarding working relationship with client contacts to ensure renewal of case and retention Follow through on outstanding issues to the point of resolution Offer creative product and service solutions to address client's evolving needs Monitor on an on-going basis client's product lines and services to ensure client's needs are being met Execute tactical components of the account team's business plan for customer Identifies client specific issues, identifies solutions, and may lead resolution working with other operational areas Collaborate with account team members and functional support areas on more complex product or service issues to ensure client's needs Collaborate cross-functionally to identify, implement, and monitor the customer's service efficiencies, including performance guarantees Collaborate with team members on case installation to manage the integration of client's and internal organizations, ensuring a smooth installation Review client key performance metrics and identify opportunities for plan design changes and efficiencies 10-15% travel required Other duties as assigned Preferred Qualifications 2-4 years of experience in Account Management or Sale in the Healthcare industry Degree Bachelor’s Degree in Business, Healthcare Administration, Marketing, or related field Certification N/A Skills & Abilities Excellent analytical skills with a proactive nature Strong organization skills with a drive to meet deadlines Ability to prioritize numerous tasks Problem solving skills Clear and concise writing skills to effectively communicate with clients and brokers Experience presenting educational material or compelling story to clients An affinity for accuracy and efficiency Proficiency in Microsoft Excel, Word (including mail merge) and Outlook Strong verbal and written communication skills An aptitude for prioritization and multi-tasking Strong collaboration skills A drive to learn and apply new concepts quickly Experience with Salesforce CRM preferred Pay Range $57,000-$70,000 per year Compensation & Benefits The compensation for this position will vary depending on factors such as your location, skills and experience. The compensation package may also include incentive and bonus opportunities. Inspira provides industry-leading benefits including, but not limited to: healthcare, 401K savings plan, company holidays, paid time off, parental leave and an employee assistance program. #J-18808-Ljbffr Inspira Financial