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 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
