Director Account Management

About The Company:

For more than 65 years, Christian Brothers Services (CBS) has helped Catholic and faith-based organizations across the United States build stronger, more sustainable futures. Through partnerships with schools, dioceses, religious orders, and ministries, CBS enhances financial stability and operational performance.

Founded in 1960 by the De La Salle Christian Brothers, CBS was built on a cooperative model that pools resources and shares risk across member organizations. This approach enables greater financial strength, improved coverage, and long-term stability in a way that traditional commercial models cannot. 

Today, CBS delivers a broad set of solutions across health, retirement, risk management, and consulting. Its integrated model and deep understanding of the Catholic ecosystem have established the organization as a trusted partner to thousands of institutions navigating increasingly complex financial and operational challenges. 

Job Summary:

Christian Brothers Services is seeking a Director of Account Management within its Health Solutions team. Health Solutions delivers comprehensive health and wellness benefits to Catholic member organizations. In this role, you will lead a team of Account Managers focused on building strong, trusted relationships with member organizations while supporting organizational growth and mission-aligned results. The Director acts as a trusted advisor to members, brokers, and key partners promoting collaboration, transparency, and education in line with Christian Brothers Services mission. 

Key Responsibilities:

• Leadership & Team Management
  • Lead, mentor, and develop a team of account managers and client service professionals
  • Establish performance expectations, conduct regular coaching, and complete formal performance reviews; address performance issues as they arise.
  • Foster a culture of accountability, collaboration, and client‑centered service excellence.
  • Ensure appropriate staffing models, workload balance, workflow management, and succession planning within the department and ensure knowledge of industry trends, policy changes, and competitive landscape.
• Retention & Growth
  • StrategyGuide the development and execution of multi‑year strategies, renewal planning, and risk management approaches in partnership with clients to ensure retention goals are met
  • Identify cross-sell and upsell opportunities across products (e.g., medical, dental, vision, wellness programs) and divisions (risk, retirement, consulting)
  • Partner with underwriting and other teams as needed to ensure growth and retention goals are met
  • Lead development and execution of the Health Solutions business development strategy, including target segments, priorities, and annual growth objectives.
  • Oversee the end-to-end new business pipeline, including qualification standards, pursuit strategy, forecasting, and performance metrics.  
  • Direct go-to-market execution and partner/channel development, aligning cross-functional teams on solutions, pricing, messaging, and sales enablement.
  • Establish and monitor sales performance metrics (e.g., pipeline health, conversion rates, win/loss drivers) and adjust strategy to improve results. 
• Operational Excellence & Cross-Functional Collaboration
  • Oversee all relationships providing proactive service and serve as key contact for select accounts
  • Serve as executive sponsor for high-value or at-risk clients
  • Ensure proactive communication, issue resolution, and overall client satisfaction
  • Identify and implement best practices and continuous improvement of account management processes, tools, templates, and client deliverables.
  • Collaborate with operations, claims, and customer service teams to ensure seamless service delivery
  • Ensure account management activities comply with applicable regulations and standards, including ERISA, ACA, HIPAA, and fiduciary best practices.
  • Utilize CRM and other systems and data analytics to track performance and inform decision-making
• Financial & Performance Management
  • Monitor client retention, satisfaction, service delivery metrics, and operational KPIs
  • Support financial sustainability by aligning account strategies with pricing models, underwriting assumptions, and cost trends
  • Identify risks, opportunities, and patterns within the book of business and recommend corrective or strategic actions
  • Contribute to budgeting, forecasting, and resource planning related to account management initiatives
  • Support preparation and delivery of materials for clients, brokers, boards and others as needed 

• Bachelor’s degree in Business, Healthcare Administration, Finance, or a related field, or equivalent professional experience.
• 15+ years of progressive experience in health plan account management or client services.
• 3–5+ years of people management experience, preferably leading senior‑level professionals.
• Experience with multi‑employer trusts, Taft‑Hartley plans, or non-profit health plan environments.
• Familiarity with healthcare analytics.
• Experience working with religious, nonprofit, or mission‑driven organizations.