Account Manager – Broker

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Gravie

WebsiteLinkedInAlle Stellen

201 - 500 Mitarbeiter

Gegründet 2013

🏥 Gesundheitswesen

🛡️ Versicherung

🤝 B2B

💰 €150.000.000 Private Equity Round - Gravie im 2025-05

Healthcare • Insurance • B2B

Gravie ist ein Unternehmen für Gesundheitsleistungen und Versicherungslösungen, das kleinen und mittelständischen Arbeitgebern, Maklern und Arbeitnehmern hilft, flexiblere und kostengünstigere Gesundheitsleistungen zu erhalten und zu verwalten. Zu den Hauptangeboten gehören Comfort (ein fondsfinanzierter Gesundheitsplan), Gravie ICHRA (Verwaltung der individuellen Health Reimbursement Arrangement), Gravie Pay (Unterstützung bei Gesundheitskosten) und Gravie Care. Das Unternehmen konzentriert sich darauf, kleinen und mittelständischen Unternehmen zu ermöglichen, individualisierte und kostengünstigere Abdeckungen anzubieten und die Verwaltung von Leistungen zu vereinfachen.

Beschreibung

• Work cross functionally with a dedicated Account Management team, including, underwriting, Sales, and leadership support to ensure proactive, end to end, and ongoing ownership and accountability for each client • Be well versed in client data and prepared to partner with clients on strategic recommendations to inform renewals and growth opportunities • Use data to develop strategic account plans for clients to evaluate business needs and, as needed, make recommendations for changes to Gravie’s benefit solutions • Facilitate kick-off meetings with employers’s populations, meet with clients regularly, and ensure you are providing accurate and timely answers to clients questions • Conduct monthly reviews of each client's claims experience, providing updates and recommendations for cost savings • Plan for and present quarterly progress reports on goals to the client and broker • Conduct proactive and data driven mid-Year Pulse Checks focused on intervention strategies, renewal planning, and performance optimization • Present strategic renewal proposals to clients and negotiate rates as needed, working directly with the Underwriting Team and leadership to ensure a successful renewal • Be knowledgeable about Gravies marketing campaigns in order to leverage accounts to strategically upsell Gravie products based on utilization • Be knowledgeable of all Gravie offerings and the regulatory and compliance requirements of each offering and continuously educate clients about Gravie’s products and services • Ensure new employer clients have a smooth transition from sales and have a successful new client implementation experience • Research and resolve client issues and elevated member issues from Gravie’s advisor team, ensuring resolution is taking in account the “full picture” of the client • Effectively use and document client information in our CRM system

🎯 Anforderungen

• Bachelor’s degree or equivalent experience in a relationship or account management field • Must be licensed in health insurance in your home state • 3+ years of account management experience in the health insurance industry • 2+ years experience using data to gain insights and make strategic recommendations • Experience working in a dynamic environment and comfort researching and solving problems with minimal guidance • 3+ years of experience working collaboratively across several teams and functions

🏖️ Vorteile

• alternative medicine coverage • flexible PTO • up to 16 weeks paid parental leave • paid holidays • a 401k program • transportation perks • education reimbursement • 2 days of paid paw-ternity leave