Client Success Manager, Group Health Plans

Account Manager

Now is the time to join us! We're Personify Health. We're the first and only personalized health platform company to bring health, wellbeing, and navigation solutions together. Helping businesses optimize investments in their members while empowering people to meaningfully engage with their health. At Personify Health, we believe in offering total rewards, flexible opportunities, and a diverse inclusive community, where every voice matters. Together, we're shaping a healthier, more engaged future.

Responsibilities

Personify Health is looking for an Account Manager with at least 3 years of direct client service experience with a focus on self-funded groups to play a critical role within our growing organization. If you are great at building positive relationships, managing expectations, resolving issues, and finding solutions for clients this is the perfect opportunity for you!

Prior experience working for a TPA or with self-funded groups is required.

In this role you will wear many hats, but your knowledge will be essential in the following :

• 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

You'll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.

Qualifications

What you bring to the Personify Health team :

In order to represent the best of what we have to offer you come to us with a multitude of positive attributes including :

You also take pride in offering the following Core Skills, Competencies, and Characteristics :

No candidate will meet every single desired qualification. If your experience looks a little different from what we've identified and you think you can bring value to the role, we'd love to learn more about you!

Personify Health is an equal opportunity organization and is committed to diversity, inclusion, equity, and social justice.

In compliance with all states and cities that require transparency of pay, the base compensation for this position ranges from $75,000 to $90,000. Note that compensation may vary based on location, skills, and experience. This position is eligible for health, dental, vision, mental health and other benefits.

We strive to cultivate a work environment where differences are celebrated, and employees of all backgrounds are empowered to thrive. Personify Health is committed to driving Diversity, Equity, Inclusion and Belonging (DEIB) for all stakeholders : employees (at each organization level), members, clients and the communities in which we operate. Diversity is core to who we are and critical to our work in health and wellbeing.

Beware of Hiring Scams : Personify Health will never ask for payment or sensitive personal information such as social security numbers during the hiring process. All official communication will come from a verified company email address. If you receive suspicious requests or communications, please report them to talent@personifyhealth.com. All of our legitimate openings can be found on the Personify Health Career Site.