Account Manager
Job Summary
The Account Manager serves as the primary relationship manager for assigned employer groups brokers and strategic partners. This position is responsible for delivering a high-quality client experience throughout implementation ongoing administration renewal and issue resolution.
The Account Manager works closely with internal departments and external vendors to ensure health plans are administered accurately client commitments are fulfilled and questions or concerns are addressed promptly. The ideal candidate is organized responsive solutions-oriented and comfortable managing multiple priorities in a fast-paced environment.
Serve as the primary point of contact for assigned employer groups and brokers.
Develop strong trusted relationships with clients brokers consultants and vendor partners.
Maintain a thorough understanding of each clients benefit plan administrative arrangements vendors and service expectations.
Conduct regular client meetings and provide updates regarding plan performance service issues and outstanding action items.
Anticipate client needs and proactively identify opportunities to improve the client and member experience.
Document client communications commitments decisions and follow-up items.
Coordinate the implementation and onboarding of new employer groups.
Lead kickoff calls and recurring implementation meetings.
Maintain implementation timelines task lists and responsibility assignments.
Coordinate activities involving eligibility benefits claims networks pharmacy benefits utilization management stop-loss COBRA telehealth and other plan vendors.
Review plan documents benefit summaries enrollment materials ID cards and administrative setup for accuracy.
Confirm that all required information approvals and deliverables are received before the effective date.
Communicate implementation risks delays and unresolved issues to the appropriate stakeholders.
Coordinate changes involving eligibility benefits vendors plan documents and administrative procedures.
Monitor open service issues and ensure timely follow-through and resolution.
Work with claims customer service provider relations billing finance compliance information technology and clinical teams to resolve client concerns.
Investigate escalated claims eligibility billing network and member-service issues.
Provide clients with clear explanations of benefit administration claims processes and applicable plan requirements.
Ensure internal teams are informed of client-specific requirements and commitments.
Coordinate and present utilization claims network financial and service-performance reporting.
Review reports for accuracy and identify trends concerns and opportunities for improvement.
Track service-level commitments and communicate performance results to clients and internal leadership.
Help clients understand plan performance and the impact of cost-management strategies.
Maintain accurate account records meeting notes issue logs and action-item trackers.
Manage the renewal process in coordination with sales underwriting stop-loss network pharmacy and other internal teams.
Develop and maintain renewal timelines.
Gather required data and coordinate renewal proposals and supporting materials.
Present renewal information and explain administrative vendor network or benefit changes.
Identify client-retention risks and escalate concerns to leadership.
Support benefit strategy discussions and recommend solutions based on client objectives and plan performance.
Coordinate the implementation of approved renewal changes.
Protect confidential client member and company information.
Follow HIPAA ERISA plan-document and company confidentiality requirements.
Ensure client requests and administrative practices are consistent with plan documents and applicable requirements.
Support audits compliance reviews and corrective-action initiatives as needed.
Follow established workflows while identifying opportunities to improve efficiency and service quality.
Builds strong relationships understands client objectives responds promptly and consistently follows through on commitments.
Accepts responsibility for account performance and remains engaged until issues are fully resolved.
Keeps clients and internal stakeholders informed anticipates questions and communicates risks before they become larger problems.
Evaluates available information identifies root causes and develops practical solutions.
Works effectively across departments and with external vendors to achieve client objectives.
Manages detailed timelines maintains accurate documentation and consistently completes assignments by established deadlines.
Success in this position will be measured through:
Client satisfaction and retention
Responsiveness and communication
Timely resolution of client issues
Accuracy and completeness of account documentation
Successful and timely implementations
Effective renewal management
Completion of assigned action items
Adherence to service-level commitments
Quality of coordination across internal departments and external vendors
Unified Health Plan is an equal opportunity employer. Employment decisions are made without regard to race color religion sex national origin age disability veteran status genetic information or any other status protected by applicable law.
Bachelors degree in business administration healthcare administration human resources or a related field; equivalent relevant experience may be considered.
Two or more years of experience in account management employee benefits healthcare administration insurance third-party administration or a related field.
Experience managing client relationships and coordinating work across multiple departments.
Strong written and verbal communication skills.
Demonstrated ability to manage multiple accounts deadlines and competing priorities.
Proficiency with Microsoft Outlook Word Excel PowerPoint and CRM or project-management systems.
Ability to analyze information investigate issues and communicate solutions clearly.
Ability to handle confidential and sensitive information appropriately.
Ability to perform work in a professional office or remote-work environment.
Ability to work at a computer for extended periods.
Ability to participate in virtual and in-person client meetings.
Occasional travel may be required for client meetings enrollment events implementations and industry conferences.
Experience working for a third-party administrator health plan benefits consultant insurance carrier or provider network.
Knowledge of self-funded employer health plans.
Familiarity with medical claims eligibility stop-loss insurance provider networks pharmacy benefits utilization management COBRA and employee-benefit administration.
Experience with client implementations and renewals.
Experience preparing and presenting claims utilization network and financial reports.
Unified Health Plan offers a competitive benefits package designed to support employees and their families including:
- 1830 days of paid time off based on position and tenure
- Employer-paid holidays
- Medical insurance with 90% of the employee premium paid by the company
- Employer-paid dental insurance for employees and eligible dependents
- Voluntary vision insurance
- 401(k) retirement plan with a 7% employer contribution
- Flexible Spending Account
- Employee Assistance Program
- Employer-paid $10000 life insurance policy
- Gym membership or fitness benefit
- Professional development and training opportunities
Eligibility requirements and specific benefit terms are governed by the applicable benefit plan documents and company policies.
Required Skills:
Required Qualifications Bachelors degree in business administration healthcare administration human resources or a related field; equivalent relevant experience may be considered. Two or more years of experience in account management employee benefits healthcare administration insurance third-party administration or a related field. Experience managing client relationships and coordinating work across multiple departments. Strong written and verbal communication skills. Demonstrated ability to manage multiple accounts deadlines and competing priorities. Proficiency with Microsoft Outlook Word Excel PowerPoint and CRM or project-management systems. Ability to analyze information investigate issues and communicate solutions clearly. Ability to handle confidential and sensitive information appropriately. Physical and Work Requirements Ability to perform work in a professional office or remote-work environment. Ability to work at a computer for extended periods. Ability to participate in virtual and in-person client meetings. Occasional travel may be required for client meetings enrollment events implementations and industry conferences. Preferred Qualifications Experience working for a third-party administrator health plan benefits consultant insurance carrier or provider network. Knowledge of self-funded employer health plans. Familiarity with medical claims eligibility stop-loss insurance provider networks pharmacy benefits utilization management COBRA and employee-benefit administration. Experience with client implementations and renewals. Experience preparing and presenting claims utilization network and financial reports.