Account Manager

About the role

As the primary WellNet representative for a roster of clients, you will drive cost savings and improve health outcomes for companies and their employees. This role focuses on relationship building, client satisfaction, and continuous development within a supportive, tight-knit team.

Responsibilities

• Proactively manage WellNet’s relationship with clients, focusing on benefit plan design, campaign implementation and management, issue resolution, cross-selling, and ensuring client satisfaction to grow and retain business.
• Serve as the primary channel for broker interaction with WellNet, partnering to provide exceptional service to mutual clients.
• Drive awareness, training, and adoption of the WellNet 4.0 system across clients and members.
• Identify, implement, manage, measure, and modify cost-saving and behavior-change campaigns for clients.
• Monitor and manage client satisfaction through quarterly and annual reviews, renewal management, and client retention.
• Provide onsite services to clients, including technology training, user registration, member engagement, health fairs, health risk assessments, benefits fairs, and enrollment meetings.
• Collaborate with the Implementation Team to ensure ERISA plan documents (e.g., SPD) and WellNet contracts (e.g., BAA) are accurate, fully executed, and correctly filed.
• Partner with WellNet’s RN Health Coaches to ensure timely responses to requests for wellness services.
• Assist in developing marketing materials and client communication pieces.

Requirements

• 5 years of industry-related experience servicing executive-level company management.
• Strong sense of professionalism and personal accountability.
• Proven problem-solving skills and ability to work autonomously.
• Excellent organizational skills, ability to prioritize workload, and meet time-sensitive deadlines.
• Ability to conduct research and build business cases.
• Proficiency in Microsoft Outlook, Word, Excel, PowerPoint, Adobe, and CRM systems.
• Strong work ethic and attention to detail.
• Alignment with WellNet’s values: optimism, respect, growth, adaptability, and building long-term, meaningful relationships.

Benefits

• Competitive salary and full benefits package, including medical, dental, and vision.
• 401k retirement plan.
• Generous PTO and a host of voluntary benefits.
• Friendly, dynamic environment focused on learning and development.
• Bright, open, modern office space designed for meaningful interaction.
• Casual dress code.
• Flexible work schedule.

Location: Feasterville-Trevose, PA, 19053