Account Manager – TPA
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Job Description
Account Manager responsible for managing TPA client success at Personify Health. Act as the primary contact, monitor service delivery, and support client onboarding.
Responsibilities:
- 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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