Manager of Account Management



Advert ID




Job Type




Salary Range

Up to USD80000.00 per year

No. of Openings


Branch Information

Honolulu, HI - (USA) 737 Bishop Street Suite 122 HI Honolulu , HI 96813

Branch Phone Number


Job Description


 Oversees and manages the day-to-day functions of the Account Management (AM) Department.

 Ensures the department's goals of creating a positive client experience and Key Performance Indicators

are monitored and achieved.

 Assists the Vice President (VP) of AM in creating the optimal Client Experience and achieving company goals.

Essential Duties and Responsibilities

 Strives to facilitate the retention of desired clients and cross-sell when the opportunity arises.

 Oversees and manages the full Client life cycle from new Client outreaches, ongoing maintenance, renewals,

and terminations.

 Makes recommendations on improving the Client Experience.

 Identifies opportunities to improve existing or create new processes and procedures and assists with


 Fosters an interactive and collaborative work environment for the AM team.

 Trains new Account Managers.

 Ensures proper coverage of the line to meet monthly benchmarks.

 Monitors and maintains departmental voice mail and email correspondence daily, distributes messages, and

ensures timely follow-up.

 Ensures is maintained for Key Performance, renewal, and campaign reporting purposes.

 Ensures the proper escalation pathways are followed.

 Maintains external broker database and contracts.

 Facilitates and distributes department meeting agendas, minutes and sign-in sheets, and submits

documentation to the Quality Management Department at least quarterly.

 Assists with suggested communications for monthly broker and employer emails.

 Assists with implementation of campaigns

 Monitors Account Manager performance; prepares performance evaluations in collaboration with the VP of AM.

 Drafts, revises timely, and maintains departmental policies, procedures, documents, training manuals, and job


Supervisory Responsibilities

Directly supervises employees in the Account Management Department. Carries out responsibilities in accordance

with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training

employees; planning, assigning, and directing work; evaluating performance; mentoring, rewarding and disciplining

employees; conducting department meetings; approving time reports and requests for time off; and addressing and

resolving personnel issues.

Education and Experience

High school diploma or GED is required. College degree; five years of experience in account management, sales,

or a related area; previous management experience; or equivalent combination of education and experience is


License or Certification

 Valid driver's license, personal vehicle, and no-fault auto insurance are required. Proof of license and

insurance renewal must be submitted to Human Resources prior to each expiration.

 State of Hawaii Life and Health Producer License is preferred.

Knowledge, Skills, and Abilities

Qualifications Required or Preferred

 Intermediate proficiency in Microsoft Word and Excel Required

 Organizational, analytic, and time management skills Required

 Effective project management skills and able to consistently meet time lines Required

 Able to communicate effectively and manage a team Required

 Effectively communicate with clients, brokers, management, and employees

at all levels of the Company