
11 - 50 employees
💸 Finance
💳 Fintech
🤝 B2B
Finance • Fintech • B2B
Pareto Capital is a financial services company with experienced professionals specializing in investment banking, investor relations advisory, and asset management. Inspired by the Pareto Principle, the company focuses on identifying the key factors that will drive significant growth for clients. Pareto Capital prides itself on its substantial experience, stakeholder networks, and focus on long-term value optimization to help businesses raise funds and create wealth. They provide comprehensive solutions tailored to complex business needs, ensuring client satisfaction and successful project execution.
🕒 April 8
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11 - 50 employees
💸 Finance
💳 Fintech
🤝 B2B
Finance • Fintech • B2B
Pareto Capital is a financial services company with experienced professionals specializing in investment banking, investor relations advisory, and asset management. Inspired by the Pareto Principle, the company focuses on identifying the key factors that will drive significant growth for clients. Pareto Capital prides itself on its substantial experience, stakeholder networks, and focus on long-term value optimization to help businesses raise funds and create wealth. They provide comprehensive solutions tailored to complex business needs, ensuring client satisfaction and successful project execution.
• Collaborate with our partners and Pareto Health employees to drive successful Implementation and maintenance of the healthcare arrangement as well as cost containment initiatives for new clients • Manage post-implementation relationships with broker partners, sales team, and clients • Provide best-practice advice and recommendations based on the experience gained during engagements with brokers, other employees, and clients • Guide our broker partners through their client’s new healthcare solution, building and implementing strategic roadmaps for the achievement of key milestones. Serve as champion and advocate for business transformation • Communicate partner and client feedback to management to ensure the best possible experience and assist in prioritizing requests by communicating broker and client needs and impact • Demonstrate or possess the ability to learn how to evaluate and understand the various types of self-funded claims reporting from the Third-Party Administrators • Quotes from carriers for accuracy and fairness, can accurately put together and release member renewals • Understand and articulate how the Pareto Captive product works, including what various cost containment programs are available to members. Understand and has the ability to reiterate the Underwriting requirements written in our legal documents by captive program • Demonstrate the ability to evaluate the appropriateness of items such as renewal increases, plan change values, and other pricing adjustments. Also demonstrates the ability to analyze claims and large claims reporting for purposes of articulating a groups level of risk to both internal and external constituents
• 4+ years’ experience in a client facing account management role • Knowledge of health insurance and/or self-insurance • Excellent written and verbal communication • Ability to manage relationships and act in a consultative role • Must be able to work on multiple projects at once, have a high attention to detail, and ability to accomplish large volumes of work with minimal supervision is required • Bachelor’s degree or equivalent experience required.
• Fully paid medical, dental, and vision benefits. • Flexible PTO • 401k company contribution • Tuition reimbursement • Professional development allowance • Transportation allowance and daily parking reimbursement • Engaging hybrid work environment
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🇺🇸 United States – Remote
💵 $108k - $150k / year
💰 $2.6M Post-IPO Debt on 2015-05
⏰ Full Time
🟡 Mid-level
🟠 Senior
💰 Account Manager
🦅 H1B Visa Sponsor