Account Manager (Health & Life Insurance)
We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger – helping to simplify health care one person, one family and one community at a time.
Position Summary:
As an Account Manager, you are considered the customers' main point of contact, and are responsible for overseeing all of their day-to-day operations.
You will act as the liaison between customers and cross-functional internal teams, and are responsible for ensuring timely/successful delivery of customer requests. Excellent communication skills are required to ensure we understand our customer's needs and are able to build long-lasting, mutually beneficial relationships with our key business stakeholders.
Additionally, Account Managers are expected to demonstrate a high level of customer service through the execution of accuracy, responsiveness, reliability, and professionalism on all interactions.
Examines sales, account management, and business retention metrics for products and services in support of profitable growth and other business objectives. Controls strategic business plans for accounts and customer relationships, focusing on revenue growth, member retention, and achievement of financial objectives.
- Under general supervision, manages a portfolio of client accounts, ensuring high levels of customer satisfaction, retention, and account growth.
- Analyzes complex client data, account performance, and market trends to identify opportunities for account expansion, upselling, and cross-selling.
- Develops complex account plans and strategies to maximize revenue generation, mitigate risks, and achieve account growth targets.
- Conducts routine business reviews with clients, discussing performance metrics, identifying areas for improvement, and making recommendations to optimize account outcomes.
- Collaborates with internal stakeholders, such as sales, marketing, and product teams, to align account strategies, deliver value-added solutions, and enhance customer experience.
- Designs and delivers client presentations, proposals, and reports to showcase account performance, highlight opportunities, and drive engagement.
- Implements proactive account management and customer support, addressing client inquiries, resolving issues, and ensuring a smooth and positive client experience
- Collaborates with cross-functional teams to ensure timely and accurate delivery of client projects, products, and services, meeting client expectations and driving customer satisfaction.
- Identifies and assesses risks within client accounts, developing mitigation strategies and action plans to proactively address challenges and ensure long-term success.
Required Qualifications:
- 1-3 years of industry work experience.
- Health & Life Insurance license (or required to obtain after 90 days of employment).
Preferred Qualifications:
- Candidate resides in Southern California.
- Strong communication skills.
- Strong interpersonal skills.
- Working knowledge of problem solving and decision making skills.
- Proficiency with Microsoft Office products (Word, Excel, PowerPoint).
Education:
- Bachelor's degree or equivalent work experience.
Anticipated Weekly Hours
40Time Type
Full timePay Range
The typical pay range for this role is:
$46,988.00 - $112,200.00 This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above.
Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.
Great benefits for great people
We take pride in offering a comprehensive and competitive mix of pay and benefits that reflects our commitment to our colleagues and their families.
This full‑time position is eligible for a comprehensive benefits package designed to support the physical, emotional, and financial well‑being of colleagues and their families. The benefits for this position include medical, dental, and vision coverage, paid time off, retirement savings options, wellness programs, and other resources, based on eligibility.
Additional details about available benefits are provided during the application process and on Benefits Moments .
Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.
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