Director Account Management

About The Company:

For more than 65 years Christian Brothers Services (CBS) has helped Catholic and faith-based organizations across the United States build stronger more sustainable futures. Through partnerships with schools dioceses religious orders and ministries CBS enhances financial stability and operational performance.

Founded in 1960 by the De La Salle Christian Brothers CBS was built on a cooperative model that pools resources and shares risk across member organizations. This approach enables greater financial strength improved coverage and long-term stability in a way that traditional commercial models cannot.

Today CBS delivers a broad set of solutions across health retirement risk management and consulting. Its integrated model and deep understanding of the Catholic ecosystem haveestablishedthe organization as a trusted partner to thousands of institutions navigating increasingly complex financial and operational challenges.

Job Summary:

Christian Brothers Services is seeking a Director of Account Management within its Health Solutions team. Health Solutions delivers comprehensive health and wellness benefits to Catholic member this role you will lead a team of Account Managers focused on building strong trusted relationships with member organizations while supporting organizational growth and mission-aligned Director acts as a trusted advisorto members brokers and key partners promoting collaboration transparency and education in line with Christian Brothers Services mission.

Key Responsibilities:

• Leadership & Team Management
  • Lead mentor and develop a team of account managers and client service professionals
  • Establish performance expectations conduct regular coaching and complete formal performance reviews; address performance issues as they arise.
  • Foster a culture of accountability collaboration and clientcentered service excellence.
  • Ensure appropriate staffing models workload balance workflow management and succession planning within the department and ensure knowledge of industry trends policy changes and competitive landscape.
• Retention & Growth
  • Strategy Guide the development and execution of multiyear strategies renewal planning and risk management approaches in partnership with clients to ensure retention goals are met
  • Identify cross-sell and upsell opportunities across products (e.g. medical dental vision wellness programs) and divisions (risk retirement consulting)
  • Partner with underwriting and other teams as needed to ensure growth and retention goals are met
  • Lead development and execution of the Health Solutions business development strategy including target segments priorities and annual growth objectives.
  • Oversee the end-to-end new business pipeline including qualification standards pursuit strategy forecasting and performance metrics.
  • Direct go-to-market execution and partner/channel development aligning cross-functional teams on solutions pricing messaging and sales enablement.
  • Establish and monitor sales performance metrics (e.g. pipeline health conversion rates win/loss drivers) and adjust strategy to improve results.
• Operational Excellence & Cross-Functional Collaboration
  • Oversee all relationships providing proactive service and serve as key contact for select accounts
  • Serve as executive sponsor for high-value or at-risk clients
  • Ensure proactive communication issue resolution and overall client satisfaction
  • Identify and implement best practices and continuous improvement of account management processes tools templates and client deliverables.
  • Collaborate with operations claims and customer service teams to ensure seamless service delivery
  • Ensure account management activities comply with applicable regulations and standards including ERISA ACA HIPAA and fiduciary best practices.
  • Utilize CRM and other systems and data analytics to track performance and inform decision-making
• Financial & Performance Management
  • Monitor client retention satisfaction service delivery metrics and operational KPIs
  • Support financial sustainability by aligning account strategies with pricing models underwriting assumptions and cost trends
  • Identify risks opportunities and patterns within the book of business and recommend corrective or strategic actions
  • Contribute to budgeting forecasting and resource planning related to account management initiatives
  • Support preparation and delivery of materials for clients brokers boards and others as needed

• Bachelors degree in Business Healthcare Administration Finance or a related field or equivalent professional experience.
• 15 years of progressive experience in health plan account management or client services.
• 35 years of people management experience preferably leading seniorlevel professionals.
• Experience with multiemployer trusts TaftHartley plans or non-profit health plan environments.
• Familiarity with healthcare analytics.
• Experience working with religious nonprofit or missiondriven organizations.