Personify Health

Client Success Manager, Group Health Plans

Personify Health

full-time

Posted on:

Location: 🇺🇸 United States

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Salary

💰 $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
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