Account Manager
Core
Manage and retain a portfolio of key client accounts ($5M-$8M) in the self-funded health benefits industry, serving as a trusted advisor to plan sponsors and brokers.
Role type
Senior Account Manager (TPA/Benefits)
Builds
Long-term client partnerships and service delivery for self-funded health plans
Domain
Employee benefits, Third-Party Administration (TPA), Health Insurance
Deliverable
client delivery
Required skills
Client relationship management, Strategic service planning, ERISA/COBRA/HIPAA/ACA regulatory knowledge, C-suite executive engagement, Financial portfolio management, Presentation and negotiation
Preferred skills
Active state insurance license, Sales commission structure experience
Technologies
Microsoft Office (Word, Excel, PowerPoint, Outlook)
Responsibilities
Manage a portfolio of approximately $5 - $8 million to ensure satisfaction and retention; Serve as the primary liaison for plan sponsors and brokers; Develop and execute strategic service plans; Oversee day-to-day account management activities including renewals; Lead the development and delivery of presentations and renewal discussions as a subject matter expert.
Seniority
Mid-Senior level (5-8 years experience)