Client Success Manager, Group Health Plans
Personify Health
Client Success Manager, Group Health Plans
Personify Health
full-time
Posted on:
Origin: • 🇺🇸 United States
Visit company websiteSalary
💰 $75,000 - $90,000 per year
Job Level
Mid-LevelSenior
About the role
- Serve as the main point of contact to support incoming service inquiries and refer complex questions to the sales team as appropriate
- Provide a positive experience by responding in a timely manner and offering creative solutions that meet their needs
- Initiate and monitor the renewal in collaboration with the sales team to evaluate the market, analyze plan data, and implement new strategies
- Manage the implementation of new contracts by overseeing the underwriting process and the installation documentation
- Maintain a thorough knowledge of benefit related products and attend product trainings as requested
- Stay informed of regulatory issues that affect benefit plans and update clients when necessary
- Gather product information and pricing to provide clients with comparison with current benefit offerings
- Compile competitor data and market insights throughout your interactions with clients and provide any pertinent information to sales management to support strategic decision making
- Document all interactions in the client relationship management system and maintain an orderly system for filing hardcopy and electronic information
- Meet with clients face-to-face to ensure business objectives are being met
- Monitor commission payments and make outbound calls to carriers who are delinquent on payments
Requirements
- Bachelor's degree, or equivalent, in related discipline
- 3+ years of experience as an Account Manager
- 3+ years of experience in health insurance, employee benefits, or healthcare industry, specifically with TPA/Self-funded groups
- Knowledge of health plan testing, regulatory compliance, and mandates regarding insurance plan administration
- Strong interpersonal, presentation, and writing skills
- Strong organizational skills and detail orientation
- Demonstrated ability to collaborate
- Agile and is comfortable with change
- Willing to wear many hats
- Enjoys a fast-paced environment
- Collaborative
- Self-directed and proven ability to work independently
- Knowledgeable and can be seen as a trusted advisor
- Clear communication style
