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The Phia Group, LLC · 1 month ago

Client Success Account Executive

United States

Full-time

Remote

Senior Level, Lead/Staff

$80K/yr - $180K/yr

10+ years exp

The Phia Group is a service-oriented organization assisting employee health plans nationwide, providing innovative cost-cutting solutions. The Client Success Account Executive is responsible for enhancing client relations, ensuring client satisfaction, and managing a larger client portfolio while implementing strategies for client success and retention.

ConsultingFinancial ServicesInformation TechnologyLegal

Responsibilities

Oversee clients as assigned by CST Leadership

Understand the full product process from data through case handling

Generate client-specific reports and performance metrics on a regular basis, as needed by specific clients

Proactively engage clients in regular communication regarding performance reporting & hold regular, recurring client review meetings, with clients

Responsible for coordination of all client reporting

Be willing and able to travel for client meetings or conferences (as needed)

Track all client communications, questions, and concerns, relaying to Phia business leaders

Meet with clients to review client issues and value delivered by Phia

Contribute to maintenance, and upselling services to grow account

Issue management and resolution tracking for client between client and operations. Manage to resolution

Meet regularly with Phia business leaders and executive teams to discuss relevant issues

Support contract issues and renewals

Lead implementations, calls and meetings, coordinate client deliverables, liaison with client post implementation

Maintain opportunities in Salesforce and maintain notes

Support sales efforts as determined by manager

Collaborate on new processes for growing and maintaining accounts, along with establishing benchmarks for quality service

Direct the flow of information through appropriate sources (reporting requests, consulting requests, claims recovery requests etc.)

Maintain constant quality control and gauge client satisfaction

Routine outreach to existing clients to find upselling opportunities

Analyze client data to determine problem areas, red flag areas of improvement, and opportunities for increased service utilization

Creating meeting agendas, folders, proposals, and other collateral that supports the client management process

Qualification

Client relationship managementAccount managementSales experienceData analysisMicrosoft Office proficiencyOrganizational skillsCommunication skillsAttention to detailTime management

Required

At least 10 years working at a TPA

Ability to listen and communicate (written and verbal) with all levels of staff and clients

Proficient in Microsoft Word, Excel, and Outlook applications

Ability to perform at a high level in a fast paced, ever-changing work environment

Ability to anticipate work needs and follow through with minimal direction

Ability and desire to travel up to 45%

Excellent organizational, time management, and prioritization skills

Proven ability to pay keen attention to detail

Strong desire for client facing work and regular interaction with our partners

Preferred

Bachelor's degree or equivalent combination of education and experience preferred

Experience in sales, account management and or legal services is preferred

Company

The Phia Group, LLC

The Phia Group, LLC, headquartered in Canton, Massachusetts, is an experienced provider of health care cost containment techniques offering comprehensive consulting services, plan document drafting, subrogation and overpayment recovery, claim negotiation, plan defense, designed to control costs and protect plan assets.

Founded in 1999

Braintree, Massachusetts, USA

201-500 employees