Account Manager

Description

The Liberty Company Insurance Brokers and our partners at Performance Health Total Health Plan Solutions have an opportunity for a remote Account Manager.

In addition to an award-winning company culture, you can expect competitive salary, generous benefit package, PTO, Holiday pay, employee wellness and stress relief programs, opportunities to give back to your community, and more!

We are entrepreneurial, positive, team oriented, collaborative, creative, and wellness focused. Employees here can expect a competitive compensation, generous benefit package, PTO/holiday pay, paid training, continued education support, company sponsored stress management programs/activities, opportunities to give back to your local community, and more!

Position Summary:

The Account Manager is responsible for the client’s total service experience with Performance Health.  This includes serving as the key point of contact between the client and the TPA, driving implementation for new and renewal clients, service issue resolution, providing, analyzing and reviewing plan performance reporting with the brokers and clients and providing education for the client and all plan participants.  The Account Manager will also prepare and provide all Health Plan related documents and agreements.  This includes preparation of the TPA Service Agreements, creating and providing plan SBC’s and providing all necessary information for Plan Document generation.  The Account Manager is responsible for ensuring all Plan related documents and agreements are executed and maintained.    

Key Responsibilities

• Serve as the key point of contact for brokers and clients.
• Develop and maintain strong relationships with broker and vendor partners.
• Drive implementation for new and renewal clients.  This includes directing the group setup internally, as well as any vendor implementations. 
• Ensure all client-related agreements are executed and in place.
• Work with client to ensure all needs are being met. 
• Provide analytical review of plan performance.  Schedule and partake in regular meetings with client to review.
• Conduct meetings with clients and brokers to identify issues/trends and analyze root causes to determine corrective action steps
• Provide assistance and training on Performance Health systems, web portal, as well as product offerings. 
• Maintain and provide customer information on service trends, wellness initiatives and improvement opportunities, etc.
• Assist clients with open enrollment.  Partake when necessary in either onsite or virtual open enrollment meetings.
• Coordinate enrollment materials for clients. 
• Provide support to internal team.  Assist with tasks across any department to ensure TPA is operating efficiently and productively. 
• Perform other assignments and responsibilities as required by management.

Skills experience required:

• Experience in and knowledge of the TPA and health benefits industry
• Knowledge of medical terminology
• PC proficiency to include Microsoft Word and Excel
• Ability to multi-task and prioritize
• Applications must have strong analytical and critical thinking skills
• Strong attention to detail and ability to build out operational processes
• Motivated to work in an entrepreneurial environment
• Natural demonstration of integrity, ethical conduct, and trustworthiness.
• Ability to communicate ideas effectively and work with others internally including senior leaders
• Respectful to coworkers and conducts himself/herself in work-settings in a manner that is consistent with Performance Health core values.
• High level problem-solving and customer service skills

Qualifications

Minimum Qualifications/Requirements:

• High school diploma or GED diploma required
• Bachelor’s degree in business administration or related field
• 3+ years of work experience in insurance related field with an emphasis in health/TPA service
• 3+ years of health care industry experience preferred
• Experience which demonstrates the ability to work with employers, consumers, consultants, brokers

Promoting Peace of Mind for All

At Liberty, we take great care to promote peace of mind for all. We create a safe space to find your Joy of Being as your most authentic self. Being uniquely YOU, with your unique experiences and ideas, we will continue to strengthen our company as we grow together.

HABU has nothing to do with age, gender identity, race, sexual orientation, physical or mental ability, or ethnicity. We pursue people who value: Integrity, excellence, caring, kindness, fairness, teamwork, good feelings, and fun! Liberty empowers our team with tools and knowledge to support the purposeful spread of positive energy, kindness, and good feelings with others.

We recognize that our industry has more work to do in advancing diversity and inclusion. Our dream is to become the north star others can look to for direction as we advance together.

*Qualified applications with arrest or conviction records WILL be considered for employment. For positions in our organization that require a state insurance license to perform the duties described herein, applicants must meet the state licensing requirements as required by the applicable DOI, must not have been disqualified or barred from licensure, and must not have been prohibited from conducting the business of insurance under Title 18 U.S. Code, §§1033 and 1034 to qualify for that role