Account Manager (Remote)

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.

The Account Manager will report to the Director, Client Management, Associate Director, Client Management, or Sr.

Manager, Client Management in the CDB Client Services Department.

This role is responsible for building and maintaining the relationship with the client and for the coordination and administrative support of their assigned client accounts.

This role will be the main point of contact for all client questions and concerns.

Identifies client specific issues, identifies solutions, and may lead resolution working with other account managers within the organization and outside consultants and brokers to achieve growth and renewal objectives.

The Account Manager is also responsible for developing strong external and internal relationships to achieve customer satisfaction, analytical, revenue, membership, and earnings objectives for existing customers in assigned business segments, products, and geographies.

• 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