Account Manager, TPA

Job Description

The Account Manager will: Serve as the primary contact for assigned clients, promptly addressing inquiries and offering innovative solutions. Monitor service delivery to ensure timely issue resolution, compliance, and adherence to commitments. Prepare and deliver standard and custom client reports covering claims, utilization, and key metrics. Collaborate with cross-functional teams to meet client needs and deliver seamless service. Support strategic initiatives, renewals, and plan changes, contributing to QBRs and renewal processes. Maintain accurate client records, communication logs, and CRM system entries for continuity. Escalate complex issues to the Strategic Account Executive or Director when necessary. Assist with new client onboarding and internal system setup for smooth transitions. Stay informed on regulatory issues affecting benefit plans and proactively update clients. Develop expertise in Personify Health benefit-related products through training and updates.

Qualifications

1. Bachelor's degree or equivalent. 2. 3+ years of account management experience. 3. 3+ years of experience in health insurance, employee benefits, or healthcare, specifically with TPA/self-funded groups. 4. Prior TPA experience preferred. 5. Knowledge of health plan testing, regulatory compliance, and insurance plan administration mandates. 6. Experience in preparing client reports and presentations. 7. Proficiency with CRM systems. 8. Ability to travel when needed.

Benefits

- Competitive base salary and benefits from day one. - Comprehensive medical and dental coverage through our health solutions. - Unlimited PTO for rest and recharge. - Mental health support, retirement planning, and financial protection. - Professional development with career progression and learning budgets. - Mission-driven culture focused on making a real impact on people's health.