Client Success Manager, Group Health Plans
Personify Health
Client Success Manager, TPA
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 primary contact: support incoming service inquiries and refer complex questions to sales team while providing timely, creative solutions
- Manage renewal process: initiate and monitor renewals, evaluate market, analyze plan data, and implement new strategies in collaboration with sales
- Oversee implementations: manage implementation of new contracts, oversee underwriting process and installation documentation, and maintain thorough product knowledge
- Provide regulatory guidance: stay informed of regulatory issues affecting benefit plans, update clients as necessary, and gather product information for comparison
- Support business intelligence: compile competitor data and market insights, document interactions in CRM, and maintain organized filing systems
- Ensure business success: meet with clients face-to-face to ensure business objectives are met, monitor commission payments, and manage delinquent payment calls
- Build and maintain positive client relationships, manage expectations, resolve issues, and find solutions to ensure client satisfaction and retention
Requirements
- Bachelor's degree or equivalent in related discipline
- 3+ years experience as Account Manager
- 3+ years 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 (TPA expertise required)
- Knowledge of health plan testing, regulatory compliance, and mandates regarding insurance plan administration
- Understanding of complex benefit structures and plan management requirements
- Willingness to travel for multiple days at a time
- Strong interpersonal, presentation, and writing skills
- Strong organizational abilities and attention to detail
- Demonstrated ability to collaborate with an agile approach and comfort with change
- Self-directed with proven ability to work independently and serve as trusted advisor with clear communication style
