Account Manager - Healthcare TPA

About the role

The Account Manager serves as the primary liaison between FirstEnroll (a healthcare TPA) and its clients and distribution partners, including employers, insurers, brokers, and Independent Marketing Organizations (IMOs). This role ensures smooth service delivery, partner activation, and long-term relationship growth. The Account Manager is both the voice of the client internally and the face of the organization externally, driving satisfaction, retention, and revenue expansion through proactive engagement and strategic account planning.

Key Responsibilities

• Build and maintain strong relationships with employers, brokers, and distribution partners (IMOs, agencies, agents).
• Serve as a trusted advisor, ensuring partners are fully activated on Heathos platforms and understand how to maximize them.
• Oversee end-to-end administration of client accounts, including onboarding, plan setup, renewals, and compliance with SLAs.
• Develop quarterly account plans with performance goals, campaign ideas, and pipeline updates.
• Identify upsell and cross-sell opportunities.

Data-Driven Insights & Reporting

• Use CRM tools and dashboards to monitor partner activity, claims data, and utilization trends.

Growth & Retention

• Stay current on healthcare regulations, insurance distribution models, and agency activation cycles.

Key Skills & Competencies

• Relationship & Business Skills: Retention-focused mindset, proactive communicator, strong presentation and training abilities.
• Analytical & Technical Skills: Comfort with CRM tools, data dashboards, and interpreting performance metrics.
• Behavioral Skills: Empathetic, organized, detail-oriented, and collaborative across teams.
• Industry Knowledge: Familiarity with TPA operations, health insurance policies, commission structures, and agency distribution models.

Qualifications & Experience

• Bachelor’s degree in healthcare administration, business, or related field.
• 5–10 years in account management, partner success, or relationship management within insurance, benefits, or financial services.
• Proven success in retention, partner engagement, and cross-sell growth.
• Licensed agent experience preferred.
• Proficiency in CRM tools and MS Office Suite.

Performance Metrics (KPIs)

• Client and partner satisfaction (NPS or equivalent).
• Retention and activation rates of accounts and partners.
• Revenue growth within assigned accounts.
• Timeliness and quality of service delivery.
• Resolution time for issues and escalations.

Pay

Competitive salary commensurate with experience.

Schedule

Full-time position.

Benefits

Healthcare benefits, 401(k) match, professional development opportunities, and a supportive work environment.

Skills

CRM tools, data dashboards, MS Office Suite, healthcare regulations, insurance distribution models, agency activation cycles.

Benefits

Equal opportunity and affirmative action employer. English proficiency required for all roles.