Account Manager, TPA

🕒 4 days ago

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Logo of Personify Health

Personify Health

1001 - 5000 employees

Founded 2023

⚕️ Healthcare Insurance

🧘 Wellness

🤖 Artificial Intelligence

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.

📋 Description

• Serve as primary client contact: Act as the main point of contact for assigned clients, responding promptly to inquiries and providing creative solutions that meet client needs. • Monitor service delivery: Track and manage service levels to ensure timely issue resolution, compliance, and adherence to contractual commitments. • Prepare client reporting: Develop and deliver standard and custom client reports covering claims, utilization, and other key metrics for client review. • Coordinate internal resources: Partner with cross-functional teams across claims, eligibility, and compliance to meet client needs and deliver seamless service. • Support strategic initiatives: Assist with renewals, plan changes, and strategic initiatives while supporting delivery of QBRs and renewal processes. • Maintain documentation: Keep accurate client records, communication logs, and CRM system entries to ensure continuity and accountability. • Escalate appropriately: Identify and escalate complex issues to Strategic Account Executive or Director when client needs exceed standard resolution pathways. • Support client onboarding: Assist with new client onboarding and internal system setup to ensure smooth transitions. • Stay regulatory-informed: Maintain knowledge of regulatory issues affecting benefit plans and proactively update clients when requirements change. • Develop product expertise: Build thorough knowledge of Personify Health benefit-related products through ongoing training and product updates.

🎯 Requirements

• Bachelor's degree or equivalent in related discipline • 3+ years account management experience • 3+ years experience in health insurance, employee benefits, or healthcare industry, specifically with TPA/self-funded groups • Prior TPA experience strongly preferred • Knowledge of health plan testing, regulatory compliance, and insurance plan administration mandates • Experience preparing client reports and presentations • Proficiency with CRM systems for documentation and relationship management • Ability to travel for multiple days at a time when needed

🏖️ Benefits

• Competitive base salary and benefits effective day one • Comprehensive medical and dental through our own health solutions (yes, we use what we build) • Unlimited PTO—rest and recharge time is non-negotiable • Mental health support, retirement planning, and financial protection • Professional development with clear career progression and learning budgets • Mission-driven culture where diverse perspectives drive real impact on people's health

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