Account Manager – Broker

Gravie

Account Manager responsible for managing client relationships and benefit solutions at Gravie. Focused on data-driven insights and strategic recommendations for health insurance and employer benefits.

Posted 6/26/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Work cross functionally with a dedicated Account Management team, including, underwriting, Sales, and leadership support to ensure proactive, end to end, and ongoing ownership and accountability for each client
Be well versed in client data and prepared to partner with clients on strategic recommendations to inform renewals and growth opportunities
Use data to develop strategic account plans for clients to evaluate business needs and, as needed, make recommendations for changes to Gravie’s benefit solutions
Facilitate kick-off meetings with employers’s populations, meet with clients regularly, and ensure you are providing accurate and timely answers to clients questions
Conduct monthly reviews of each client's claims experience, providing updates and recommendations for cost savings
Plan for and present quarterly progress reports on goals to the client and broker
Conduct proactive and data driven mid-Year Pulse Checks focused on intervention strategies, renewal planning, and performance optimization
Present strategic renewal proposals to clients and negotiate rates as needed, working directly with the Underwriting Team and leadership to ensure a successful renewal
Be knowledgeable about Gravies marketing campaigns in order to leverage accounts to strategically upsell Gravie products based on utilization
Be knowledgeable of all Gravie offerings and the regulatory and compliance requirements of each offering and continuously educate clients about Gravie’s products and services
Ensure new employer clients have a smooth transition from sales and have a successful new client implementation experience
Research and resolve client issues and elevated member issues from Gravie’s advisor team, ensuring resolution is taking in account the “full picture” of the client
Effectively use and document client information in our CRM system

Requirements

What you’ll need

Bachelor’s degree or equivalent experience in a relationship or account management field
Must be licensed in health insurance in your home state
3+ years of account management experience in the health insurance industry
2+ years experience using data to gain insights and make strategic recommendations
Experience working in a dynamic environment and comfort researching and solving problems with minimal guidance
3+ years of experience working collaboratively across several teams and functions
Previous start-up or emerging growth company experience (extra credit)
Experience with self-insured health plans (extra credit)
Experience establishing processes and standards for superior customer service (extra credit)

Benefits

Comp & perks

Health insurance
Flexible work arrangements

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

data analysisstrategic account planningcost savings recommendationsrenewal planningnegotiationproblem solvingcustomer service processesself-insured health plans

Soft Skills

cross-functional collaborationclient relationship managementcommunicationpresentation skillsownershipaccountabilitystrategic thinking

Certifications

health insurance licenseBachelor's degree