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Account Manager

• Serve as a primary point of contact for brokers, clients, Third-Party Administrators, and internal teams.
• Lead pre- and post-sale presentations and coordinate regular client meetings to maintain strong relationships and ensure alignment on goals and services.
• Drive revenue growth through upselling, cross-selling, and strategic account planning across assigned clients.
• Manage and track client communications using the CRM system.
• Oversee client proposals, renewals, and implementations, ensuring timely and effective execution in collaboration with internal teams.
• Develop and maintain Strategic Account Plans that outline client goals, key initiatives, and growth opportunities.
• Ensure compliance with company policies, procedures, and HIPAA standards in all client interactions.

Customer Support

• Manage daily workload of assigned outgoing provider billing calls.
• Ensure conversations and information provided via phone call are documented clearly and accurately.
• Promptly answer incoming Recovery Line calls.
• Monitor and respond to voicemails in a timely manner.
• Research and update provider records for out-of-date provider information.
• Maintain HIPAA compliance, request medical records as needed.
• Ensure urgent calls are managed with priority, and escalation processes are utilized when necessary.
• Additional miscellaneous duties and responsibilities as assigned by supervisor.

Account Manager

Recovery Support Specialist