Account Manager (Remote)

Join Us!
Take the next step in your journey at Inspira Financial. Guided by our mission to enable better health and greater wealth, we help businesses and individuals thrive today, tomorrow, and into retirement by strengthening and simplifying the health and wealth journey.
Our values shape how we show up every day. We Lead with Heart by acting with compassion, empathy, and doing what's right; Cultivate Trust through integrity, transparency, and accountability; Aim Higher by never settling for what's expected and continually raising the standard; and Win Together by collaborating inclusively to achieve the best outcomes.
Join us on our journey as we work together to take on the complex and the everyday--turning collective effort into life-changing impact that enriches lives and helps build a better future. Learn more at inspirafinancial.com.
We believe in finding the best talent! While some roles are based at one of our office locations, remote roles can sit in any of the following states: AL, AZ, FL, GA, IA, IL, IN, MI, MN, MO, NC, NE, PA, SC, TN, TX, UT, VA and WV. Remote status and role locations are subject to change. Relocation is not provided.
Employees within a 90-minute radius of our Oak Brook, IL headquarters are required to adhere to the company in-office work guidelines of 4 days per month minimum from 10 am to 2 pm (1 of the 4 days must be a Monday or Friday). This requirement does not apply to support specialist positions.
Don't meet every single requirement? That's okay. At Inspira Financial, we know growth comes from people who are willing to learn, challenge themselves, and aim higher. We value individuals who lead with heart, cultivate trust, and collaborate to win together. If you're energized by meaningful work, continuous development, and being part of a team that turns collective effort into real impact, Inspira Financial could be the right next step in your journey. We look forward to receiving your application.
Inspira Financial provides health, wealth, retirement, and benefits solutions that strengthen and simplify the health and wealth journey. With more than 7 million clients, representing over $62 billion in assets, Inspira works with thousands of employers, plan sponsors, recordkeepers, TPAs, and other institutional partners -- helping the people they care about plan, save, and invest for a brighter future. 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.
Job Summary & Responsibilities
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

Preferred Qualifications
Years of Experience:

• 2-4 years of experience in Account Management or Sale in the Healthcare industry

Degree:

• Bachelor's Degree in Business, Healthcare Administration, Marketing, or related field

Certification:

• N/A

Skills & Abilities:

• Excellent analytical skills with a proactive nature
• Strong organization skills with a drive to meet deadlines
• Ability to prioritize numerous tasks
• Problem solving skills
• Clear and concise writing skills to effectively communicate with clients and brokers
• Experience presenting educational material or compelling story to clients
• An affinity for accuracy and efficiency
• Proficiency in Microsoft Excel, Word (including mail merge) and Outlook
• Strong verbal and written communication skills
• An aptitude for prioritization and multi-tasking
• Strong collaboration skills
• A drive to learn and apply new concepts quickly
• Experience with Salesforce CRM preferred

Compensation & Benefits
$57,000-$70,000 per year