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Position Summary

The Account Manager plays a critical role in the overall goal of the Sales Department – to provide the Company with continuous, profitable growth. This is done by supporting the efforts of the Sales team and creating strong, trusting relationships with member groups, brokers, other departments, dental office staff, and community influencers. This position reports to the Manager of Client Services.

Essential Position Functions

+ Proactively perform monthly/quarterly service calls as needed and visit large or at risk groups to ensure concerns and questions are resolved and think outside the box on how to partner with key accounts to strengthen relationships.

+ Plan, coordinate, implement and track service and sales strategies designed to increase dental plan membership.

+ Strategically identify key accounts and be able to organically grow membership within established groups.

+ Establish a strong working relationship with clients by providing customer service support to key accounts and brokers.

+ Coordinate and participate at benefit fairs/open enrollment presentations at group location.

+ Problem solve with various group challenges that arise and balance being an advocate for both the Company and the account.

+ Identify and track group enrollment as a percentage of overall eligible population.

+ Work well with a team to help build/maintain the Willamette Dental Group reputation.

+ Appoint brokers and process appointments through appropriate State Insurance office.

+ Process New Group Case Reports and send out Renewals, Experience Reports, Schedule A’s, Sales Reports, etc. as needed.

+ Handle incoming Individual Product phone calls as needed and maintain office/marketing supplies and anticipate sales team needs.

+ Print and create packet requests, delivering them in a timely fashion.

+ Foster relationships with Practice Managers and continue ongoing conversations to ensure communication between offices, Sales, Corporate and group is cohesive.

+ Continue to reach out to groups to set meetings and be willing to travel to groups to keep the relationship strong.

+ Analyze account information and make suggestions and recommendations as deemed necessary.

+ Overnight travel and extended hours during key times and dependent upon business need.

+ Become proficient in the use of Microsoft Dynamics (or other CRM) to use as a resource and to track and record appointments, communication, and data related to our clients.

Education and Experience

Bachelor's degree in business administration or a related field and three years of experience in customer service, client relationship management or sales; OR the equivalent combination of education and experience which will provide the ability to perform the essential functions of the position. Must have a valid driver’s license for operation of a motor vehicle in Oregon, Washington and/or Idaho and possess an acceptable driving record. Experience in healthcare or insurance field preferred.

Licenses, Certificate and Registrations

+ Must have a state insurance license in good standing in Oregon or must obtain the license within 60 days of hire.

Expected annual salary range for this position depending on experience:

$61,000—$74,000 USD

Compensation

The actual base pay offered to the successful candidate will be based on multiple factors, including but not limited to education, job-related knowledge/skills, experience, geographical location, and internal equity.

This position is also eligible for incentive pay in accordance with the terms of the Company’s plan.

Company Benefits

Willamette Dental offers the following benefits for this position, subject to applicable eligibility requirements: medical, dental and vision insurance, tuition reimbursement, flexible spending accounts, 401(k) retirement plan with 5% match, accidental death and dismemberment insurance, life insurance, voluntary disability insurance, commuter benefits, two complimentary pairs of Fig scrubs (clinical roles), and employee assistance program.

Paid Time Off (PTO): Eligible employees will accrue a minimum of 120 PTO hours per employment year in addition to seven paid holidays annually. The Company’s PTO program combines vacation and sick leave, which is more generous than Washington State’s Sick Leave Law.

Physical Requirements

The work is primarily performed while sitting and/or standing, but will require occasional walking, bending, stooping and carrying light items such as papers, books, or other supplies. The incumbent uses a computer and other standard office equipment to complete tasks.

Willamette Dental is an equal opportunity employer.

We provide equal employment opportunities to all employees and applicants for employment without regard to an individual’s race (including physical characteristics historically associated with race), religion, color, age, sex (including pregnancy), national origin, veteran status, disability, marital status, genetic information, sexual orientation, gender identity, pregnancy-related condition, or any other classification protected by applicable federal, state or local laws.

This job description is not meant to be an all-inclusive list of duties and responsibilities, but constitutes a general definition of the position’s scope and function in the company.

This position may be exposed to PHI in the course of his/her duties, and will handle protected information (PHI) in a manner consistent with the Health Insurance Portability and Accountability Act of 1996 (HIPAA).