Account Manager – Broker
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Job Description
Account Manager guiding employer clients through health-benefit renewals, cost savings, and growth opportunities. Building trusted broker relationships for Gravie’s small and midsize business customers.
Responsibilities:
- 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 partner with clients on strategic recommendations to inform renewals and growth opportunities
- Use data to develop strategic account plans and recommend changes to Gravie’s benefit solutions as needed
- Facilitate kick-off meetings with employer populations, meet with clients regularly, and provide accurate and timely answers to client 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 with the Underwriting Team and leadership
- Leverage Gravie marketing campaigns to strategically upsell Gravie products based on utilization
- Educate clients about Gravie’s products, services, regulatory requirements, and compliance requirements
- Ensure smooth transition from sales and successful new client implementation
- Research and resolve client issues and elevated member issues from Gravie’s advisor team
- Effectively use and document client information in the CRM system
Requirements:
- 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
- Previous start-up or emerging growth company experience
- Experience with self-insured health plans
- Experience establishing processes and standards for superior customer service
- Fluent in Spanish
Benefits:
- Bonus
- Alternative medicine coverage
- Flexible PTO
- Up to 16 weeks paid parental leave
- Paid holidays
- 401k program
- Transportation perks
- Education reimbursement
- 2 days of paid paw-ternity leave
- Standard health and wellness benefits
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