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Manages assigned healthcare client accounts, serving as the primary contact for questions, concerns, renewals, and retention. Builds client relationships, resolves issues, coordinates installations, monitors product performance and key metrics, identifies plan efficiencies, and develops service solutions. Collaborates with internal teams, consultants, brokers, and account members to improve customer satisfaction and achieve revenue, membership, and earnings objectives. Requires 10–15% travel.
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.
Serving more than 7 million clients and representing over $62 billion in assets, Inspira partners with thousands of employers, plan sponsors, recordkeepers, TPAs, and other institutional partners to help the people they support plan, save, and invest for a brighter future. Through solutions including automatic rollover services, health savings accounts, emergency savings, and custody services, Inspira is focused on delivering better outcomes for all. Learn more at inspirafinancial.com .
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.
Our growth and culture haven't gone unnoticed -- we've been recognized on Crain's Fast 50 and Inc. 5000 for remarkable growth, and named to Built In's 2025 Best Places to Work and Gallagher's 2022 Best-In-Class Employer for our workplace culture and benefits.
Don't meet every single requirement? That's okay. We know growth comes from people who are willing to learn and challenge themselves, not just check every box. If you're energized and inspired by meaningful work, continuous development, and being part of a team that turns collective effort into real impact, we want to hear from you. We look forward to receiving your application.
Our office locations are designed to bring people together, foster collaboration, and build meaningful connections. While some roles are based at one of our office locations, remote status and role locations are subject to change, and relocation is not provided.
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.
Preferred Qualifications
Years of Experience:
Degree:
Certification:
Skills & Abilities:
Compensation & Benefits
$57,000-$70,000 per year
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.
Serving more than 7 million clients and representing over $62 billion in assets, Inspira partners with thousands of employers, plan sponsors, recordkeepers, TPAs, and other institutional partners to help the people they support plan, save, and invest for a brighter future. Through solutions including automatic rollover services, health savings accounts, emergency savings, and custody services, Inspira is focused on delivering better outcomes for all. Learn more at inspirafinancial.com .
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.
Our growth and culture haven't gone unnoticed -- we've been recognized on Crain's Fast 50 and Inc. 5000 for remarkable growth, and named to Built In's 2025 Best Places to Work and Gallagher's 2022 Best-In-Class Employer for our workplace culture and benefits.
Don't meet every single requirement? That's okay. We know growth comes from people who are willing to learn and challenge themselves, not just check every box. If you're energized and inspired by meaningful work, continuous development, and being part of a team that turns collective effort into real impact, we want to hear from you. We look forward to receiving your application.
Our office locations are designed to bring people together, foster collaboration, and build meaningful connections. While some roles are based at one of our office locations, remote status and role locations are subject to change, and relocation is not provided.
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
Inspira Financial Oak Brook, Illinois, USA Office
Our company is located in the heart of Oak Brook, IL, a suburb of Chicago, located about 19 miles west of the Chicago Loop (downtown Chicago).
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