Health Rosetta · 1 day ago
Customer Success Manager
United States
Full-time
Remote
Senior Level
$86K/yr - $99K/yr
5+ years exp
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Hiring Manager
Amy LeVrier
Insider Connection @Health Rosetta
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Responsibilities
Client Relationship Management
Act as the primary liaison for clients, ensuring satisfaction through prompt and precise handling of inquiries.
Take a proactive approach to client engagement, developing strategies to enhance satisfaction and elevate service quality.
Lead health plan implementations, coordinating efforts across stakeholders to ensure seamless service.
Use your expertise to develop and deliver project deliverables tailored to clients’ needs.
Plan Design, Compliance, and Management
Collaborate on self-funded medical and pharmacy plan strategies, providing recommendations and insights.
Analyze plan details, ID cards, and SBCs to ensure accurate representation of health plan intentions.
Offer guidance on plan document changes to support evolving client needs and demographics.
Stay informed on ERISA and other healthcare regulations, ensuring plans remain compliant.
Communication and Collaboration
Actively participate in team meetings, contributing to a collaborative, communicative environment.
Serve as a backup for team members, helping ensure seamless coordination and problem resolution.
Develop educational materials, playbooks, and checklists to support standardized processes and scalability.
Support continuous learning by identifying areas for improvement and assisting in team training.
Continuous Improvement and Development
Collaborate with industry experts to promote adoption of Health Rosetta best practices among clients.
Engage with the user community to design processes aligned with product goals and client needs.
Refine documentation, processes, and best practices to enhance efficiency and client experience.
Conduct vendor due diligence, assisting with performance monitoring and quality oversight.
Take on additional responsibilities as assigned by management.
Qualification
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Required
At least 5 years of experience in self-funded health plan design and interpretation, with a strong understanding of plan structures and administration.
Minimum 5 years in healthcare insurance operations, ideally in a senior role within implementation or account management, supporting self-funded employers or working in a Broker/Advisor account management capacity.
Previous experience working within a start-up or a small group employer setting, demonstrating adaptability, resourcefulness, and the ability to thrive in dynamic, evolving environments.
Demonstrated success in highly competitive settings, with a solid record of client retention and high satisfaction.
Strong attention to detail, with the ability to manage multiple priorities and tasks effectively in fast-paced settings.
Skilled in managing client relationships, with a history of building and maintaining long-term, successful partnerships.
Proficient in reading and interpreting plan documents, with familiarity in service agreements and contract terms.
Strong project management skills with a proven ability to coordinate complex initiatives, manage timelines, and ensure deliverables are met.
Highly proficient with technology tools that support efficient project execution and a commitment to continuous relationship-building.
Benefits
Health benefits included, with 75% of premiums covered by Health Rosetta.
20% bonus potential based on achievement of key company and individual performance indicators.
Company
Health Rosetta
The Health Rosetta is an ecosystem for replicating adoption of practical non-partisan fixes to our health care system.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
B
B. Kerry Lowder
Chief Medical Information Officer and Co-founder
Company data provided by crunchbase
