Client Success Manager, Group Health Plans

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August 31

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Personify Health

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Healthcare Insurance • Wellness • Artificial Intelligence

Personify Health is the first personalized health platform company, designed to empower individuals and organizations to achieve better health outcomes through tailored solutions and services. They offer a comprehensive range of solutions including wellbeing navigation, care management, and health plan administration, catering to employers, health systems, health plans, and brokers. Their goal is to simplify healthcare experiences and enhance engagement, ultimately helping businesses optimize their investment in employee health and wellbeing.

1001 - 5000 employees

Founded 2023

⚕️ Healthcare Insurance

🧘 Wellness

🤖 Artificial Intelligence

📋 Description

• 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

🏖️ Benefits

• Total rewards • Flexible opportunities • Diverse, inclusive community • Health • Dental • Vision • Mental health • Other benefits