Personify Health · 4 hours ago

Account Manager

United States

Full-time

Remote

Mid Level

$64K/yr - $85K/yr

3+ years exp

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ConsultingElectronic Health Record (EHR)

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Responsibilities

Serve as the main point of contact to support incoming service inquiries and refer complex questions to the sales team as appropriate

Provide a positive experience by responding in a timely manner and offering creative solutions that meet their needs

Initiate and monitor the renewal in collaboration with the sales team to evaluate the market, analyze plan data, and implement new strategies

Manage the implementation of new contracts by overseeing the underwriting process and the installation documentation

Maintain a thorough knowledge of benefit related products and attend product trainings as requested

Stay informed of regulatory issues that affect benefit plans and update clients when necessary

Gather product information and pricing to provide clients with comparison with current benefit offerings

Compile competitor data and market insights throughout your interactions with clients and provide any pertinent information to sales management to support strategic decision making

Document all interactions in the client relationship management system and maintain an orderly system for filing hardcopy and electronic information

Meet with clients face-to-face to ensure business objectives are being met

Monitor commission payments and make outbound calls to carriers who are delinquent on payments

Qualification

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Account ManagementHealth InsuranceSelf-Funded GroupsRegulatory ComplianceHealth Plan Testing