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 sales
  • Provide a positive experience by responding in a timely manner and offering creative solutions
  • Initiate and monitor renewals in collaboration with the sales team to evaluate the market and analyze plan data
  • Manage implementation of new contracts by overseeing underwriting and installation documentation
  • Maintain thorough knowledge of benefit-related products and attend product trainings
  • Stay informed of regulatory issues that affect benefit plans and update clients when necessary
  • Gather product information and pricing to provide clients with comparisons to current offerings
  • Compile competitor data and market insights and share pertinent information with sales management
  • Document all interactions in the CRM and maintain orderly filing systems
  • Meet with clients face-to-face to ensure business objectives are met
  • Monitor commission payments and follow up with carriers on delinquencies
  • Participate in a performance-driven environment with development opportunities

Requirements

  • Bachelors degree, or equivalent
  • 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
  • Prior experience working for a TPA or with self-funded groups (required)
  • Knowledge of health plan testing, regulatory compliance, and mandates regarding insurance plan administration
  • Willingness to travel for multiple days at a time
  • Strong interpersonal, presentation, and writing skills
  • Strong organizational skills and detail orientation
  • Demonstrated ability to collaborate and work independently
  • Agile, comfortable with change, and willing to wear many hats
  • Clear communication and trusted advisor capabilities
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