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.

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

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

Account Manager – TPA

Key skills