Account Manager

• Serves as a primary point of contact for Sr Account Managers, Account Executives, and clients responding to inquiries and relaying important information between clients and the account management team
• Assist with scheduling meetings, preparing materials for client presentations, and organizing follow-up tasks
• Maintains and updates client information, ensuring accuracy and completeness of account data
• Prepares regular performance reports and presentations on account status, client engagement, and service utilization for internal review; analyzes data, and responds to customer requests
• Acts as a liaison between internal partners, and customers/consultants; Helps troubleshoot client issues and escalate complex concerns to the appropriate team members
• Submits service tickets and product requests; works with billing, commission and banking teams for client specific needs
• Builds customer and consultant relationships; assists with collateral needs for customers; attends benefit fairs/enrollment meetings when requested by customers
• Works with drafting and compliance for customer specific needs
• Supports ongoing projects by managing timelines, tracking deliverables, and ensuring that client expectations are met
• Performs other duties as needed

National Account Manager

Vice President of Partnerships

Account Manager, Growth

Provider Partnerships Manager

Director of Client Partnerships

Clinical Account Coordinator