Account Manager, TPA

About the role

Account Managers in TPA environments aren't just relationship coordinators—they're operational lifelines who keep complex client relationships running smoothly through proactive service and quick problem resolution. As our Account Manager, you'll serve as the primary day-to-day contact for assigned self-funded group clients, handling inquiries, coordinating internal teams, and ensuring service commitments are met consistently. You'll partner closely with Strategic Account Executives to support strategic planning and QBR execution while owning the operational details that determine whether clients feel supported or frustrated. Your ability to monitor service levels, prepare reports, and resolve issues before they escalate directly impacts client satisfaction and retention.

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.
• 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 strategic initiatives: Assist with renewals, plan changes, and strategic initiatives while supporting delivery of QBRs and renewal processes.
• 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

• Education & Experience:
  • 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
• Technical Skills:
  • 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

Qualifications

• Strong interpersonal and communication skills
• Proactive problem-solving abilities
• Excellent organizational and time management skills
• Ability to work independently and as part of a team
• Passion for improving health outcomes and reducing costs

Skills

• Healthcare industry knowledge
• CRM systems proficiency
• Client relationship management
• Strategic planning and execution
• Regulatory compliance awareness

Benefits

The Highlights:

• 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

Pay

This position offers a base salary range of $65,000-$85,000, depending on location, skills, and experience. You're eligible for our full benefits package starting day one.

Schedule

Full-time position.