Job Description
Account Manager
At Concordia Plans we care for those who serve by providing excellent retirement, healthcare, and benefit services. The Account Manager is the primary employer contact, responsible for building and maintaining relationship with key stakeholders at assigned ministries to ensure an exceptional customer experience and high customer satisfaction resulting in service retention. The Account Manager seeks account development and partners with internal teams to promote new ministry participation in plans and existing ministry adoption of additional services. This Account Manager will service clients in the Northwest, California/Nevada/Hawaii and the Pacific Southwest.
Concordia Plans has a reputation for outstanding culture, most recently winning the 2024 Top Workplaces USA award, with additional special awards for Work-Life Flexibility, Compensation & Benefits and Purpose & Values. This honor goes to the country’s best employers with high performing people-first cultures. Our recent history of employment excellence also includes being awarded the St. Louis Area Business Health Coalition’s 2020 Business Health Culture Award and the Top Workplaces 2021 and 2022 St. Louis Post-Dispatch awards. Established more than 50 years ago providing service in 6,000 communities throughout the United States, we are mission focused professionals united to care for those caring for our community.
At Concordia Plans we are focused and flexible. Embracing the new normal, pioneering ways to continue to support work life balance in our family first culture. We offer competitive compensation with a benefit package, including a pension plan, 403(b), health insurance at no cost to the employee, and much more. With this exciting opportunity you can combine experience, talent, and passion as part of our team at Concordia Plans serving the workers of The Lutheran Church— Missouri Synod.
At Concordia Plans we care for those who serve by providing excellent retirement, healthcare, and benefit services. The Account Manager is the primary employer contact, responsible for building and maintaining relationship with key stakeholders at assigned ministries to ensure an exceptional customer experience and high customer satisfaction resulting in service retention. The Account Manager seeks account development and partners with internal teams to promote new ministry participation in plans and existing ministry adoption of additional services. This Account Manager will service clients in the Northwest, California/Nevada/Hawaii and the Pacific Southwest.
Concordia Plans has a reputation for outstanding culture, most recently winning the 2024 Top Workplaces USA award, with additional special awards for Work-Life Flexibility, Compensation & Benefits and Purpose & Values. This honor goes to the country’s best employers with high performing people-first cultures. Our recent history of employment excellence also includes being awarded the St. Louis Area Business Health Coalition’s 2020 Business Health Culture Award and the Top Workplaces 2021 and 2022 St. Louis Post-Dispatch awards. Established more than 50 years ago providing service in 6,000 communities throughout the United States, we are mission focused professionals united to care for those caring for our community.
At Concordia Plans we are focused and flexible. Embracing the new normal, pioneering ways to continue to support work life balance in our family first culture. We offer competitive compensation with a benefit package, including a pension plan, 403(b), health insurance at no cost to the employee, and much more. With this exciting opportunity you can combine experience, talent, and passion as part of our team at Concordia Plans serving the workers of The Lutheran Church— Missouri Synod.
Essential Job Functions
- Develops and maintains a trusted advisor relationship with existing customers and stakeholders to enhance customer experience and retention. This may require participation in conference calls, attendance at meetings or, travel outside of normal business hours.
- Ensures the timely and successful delivery of benefits solutions according to customer needs and objectives.
- Collaborates with multiple internal stakeholders and external vendor partners to ensure best in class customer service, enhanced customer retention rates and customer solutions delivered efficiently and effectively.
- Collaborates with and engages Ministry Relations team as appropriate to ensure alignment and full utilization of resources to meet growth and retention goals.
- Manages day to day client relationships, providing consultation, analysis and issue resolution.
- Develops strategic account plans with the employer, focused on ministry needs and worker benefits.
- Maintains and communicates an in depth understanding of complex internal policies, procedures and legal parameters that are unique to church benefit plans. This involves staying informed as products, markets, technology and legal environments change.
- Identifies new business opportunities with existing customers and provides referrals for business development to meet growth goals.
- Is responsible for the execution of the employer onboarding process; including oversight of all internal functions related to employer onboarding, communication, document management, compliance and employer and worker education to ensure successful enrollment of the ministry.
- Promotes tools and resources available through Concordia Plans to assist ministries and their workers.
- Communicates clearly on immediate and time-sensitive matters impacting customer benefits and services.
- Leads process to solve high severity requests, complex challenges or issue escalations relating to assigned customers.
- Coordinates the involvement of internal Concordia Plans staff, including support, service, and management resources, in order to meet account performance objectives and customers’ expectations.
- Utilizes customer relationship management software to provide detailed account documentation and track key account metrics.
Education and Experience
- Bachelor’s degree in a business-related discipline, preferred.
- Two plus years account management experience, preferred.
- Experience with employee benefits, financial services or similar field, preferred.
- Proven track record in account management and consultative sales preferred.
- Active member in good standing of an LCMS congregation, preferred.
Competencies
- Shows Humility: Allows others to serve in the capacity to which they have been called.
- Assumes Ownership: Takes responsibility for one’s actions and objectives.
- Builds Authentic Relationships: Appears empathetic, attempts to understand others, and treats others with compassion.
- Collaborates: Displays an interest in others' involvement and offers encouragement and support for their initiatives.
- Influences: Shares own thoughts and is willing to foster two-way dialogue when he/she differs from the group.
- Analyzes Issues: Effectively utilizes relevant information to develop realistic solutions.
- Diagnoses Problems: Looks beyond symptoms to identify and address root causes.
- Thinks Strategically: Looks beyond the present situation and sees what is possible in the future.
- Adapts: Can adjust to changes in the business, customer, and/or goals.
- Seeks Improvement: Does not settle for maintaining the status quo.
- Exhibits a Growth Mindset: Helps establish an environment that is open to change.
- Is Customer-Service Oriented: Anticipates and responds to customer needs with compassion.
- Gets Things Done: Provides focus, makes the tough decisions, and secures alignment to achieve objectives.
- Sets Challenging Goals: Establishes high expectations for self and others.
- Confronts Challenges: Responds to obstacles and takes appropriate action when faced with adversity.
- Displays Professionalism: Displays high personal and professional standards.
- Acts with Transparency: Makes sure that his/her actions match his/her words.
- Is Politically Astute: Acts appropriately during professional and interpersonal interactions.
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