Position Summary

The Account Manager serves as the primary relationship manager for assigned employer groups, brokers, and strategic partners. This position is responsible for delivering a high-quality client experience throughout implementation, ongoing administration, renewal, and issue resolution.

The Account Manager works closely with internal departments and external vendors to ensure health plans are administered accurately, client commitments are fulfilled, and questions or concerns are addressed promptly. The ideal candidate is organized, responsive, solutions-oriented, and comfortable managing multiple priorities in a fast-paced environment.

Essential Duties and Responsibilities

Client Relationship Management

• Serve as the primary point of contact for assigned employer groups and brokers.
  

• Develop strong, trusted relationships with clients, brokers, consultants, and vendor partners.
  

• Maintain a thorough understanding of each client’s benefit plan, administrative arrangements, vendors, and service expectations.
  

• Conduct regular client meetings and provide updates regarding plan performance, service issues, and outstanding action items.
  

• Anticipate client needs and proactively identify opportunities to improve the client and member experience.
  

• Document client communications, commitments, decisions, and follow-up items.
  

Implementation and Onboarding

• Coordinate the implementation and onboarding of new employer groups.
  

• Lead kickoff calls and recurring implementation meetings.
  

• Maintain implementation timelines, task lists, and responsibility assignments.
  

• Coordinate activities involving eligibility, benefits, claims, networks, pharmacy benefits, utilization management, stop-loss, COBRA, telehealth, and other plan vendors.
  

• Review plan documents, benefit summaries, enrollment materials, ID cards, and administrative setup for accuracy.
  

• Confirm that all required information, approvals, and deliverables are received before the effective date.
  

• Communicate implementation risks, delays, and unresolved issues to the appropriate stakeholders.
  

Ongoing Account Administration

• Coordinate changes involving eligibility, benefits, vendors, plan documents, and administrative procedures.
  

• Monitor open service issues and ensure timely follow-through and resolution.
  

• Work with claims, customer service, provider relations, billing, finance, compliance, information technology, and clinical teams to resolve client concerns.
  

• Investigate escalated claims, eligibility, billing, network, and member-service issues.
  

• Provide clients with clear explanations of benefit administration, claims processes, and applicable plan requirements.
  

• Ensure internal teams are informed of client-specific requirements and commitments.
  

Reporting and Performance Management

• Coordinate and present utilization, claims, network, financial, and service-performance reporting.
  

• Review reports for accuracy and identify trends, concerns, and opportunities for improvement.
  

• Track service-level commitments and communicate performance results to clients and internal leadership.
  

• Help clients understand plan performance and the impact of cost-management strategies.
  

• Maintain accurate account records, meeting notes, issue logs, and action-item trackers.
  

Renewals and Client Retention

• Manage the renewal process in coordination with sales, underwriting, stop-loss, network, pharmacy, and other internal teams.
  

• Develop and maintain renewal timelines.
  

• Gather required data and coordinate renewal proposals and supporting materials.
  

• Present renewal information and explain administrative, vendor, network, or benefit changes.
  

• Identify client-retention risks and escalate concerns to leadership.
  

• Support benefit strategy discussions and recommend solutions based on client objectives and plan performance.
  

• Coordinate the implementation of approved renewal changes.
  

Compliance and Quality

• Protect confidential client, member, and company information.
  

• Follow HIPAA, ERISA, plan-document, and company confidentiality requirements.
  

• Ensure client requests and administrative practices are consistent with plan documents and applicable requirements.
  

• Support audits, compliance reviews, and corrective-action initiatives as needed.
  

• Follow established workflows while identifying opportunities to improve efficiency and service quality.
  

Core Competencies

Client Focus

Builds strong relationships, understands client objectives, responds promptly, and consistently follows through on commitments.

Ownership

Accepts responsibility for account performance and remains engaged until issues are fully resolved.

Proactive Communication

Keeps clients and internal stakeholders informed, anticipates questions, and communicates risks before they become larger problems.

Critical Thinking

Evaluates available information, identifies root causes, and develops practical solutions.

Collaboration

Works effectively across departments and with external vendors to achieve client objectives.

Execution

Manages detailed timelines, maintains accurate documentation, and consistently completes assignments by established deadlines.

Performance Expectations

Success in this position will be measured through:

• Client satisfaction and retention
  

• Responsiveness and communication
  

• Timely resolution of client issues
  

• Accuracy and completeness of account documentation
  

• Successful and timely implementations
  

• Effective renewal management
  

• Completion of assigned action items
  

• Adherence to service-level commitments
  

• Quality of coordination across internal departments and external vendors
  

Equal Employment Opportunity

Unified Health Plan is an equal opportunity employer. Employment decisions are made without regard to race, color, religion, sex, national origin, age, disability, veteran status, genetic information, or any other status protected by applicable law.

Requirements

Required Qualifications

• Bachelor’s degree in business administration, healthcare administration, human resources, or a related field; equivalent relevant experience may be considered.
  

• Two or more years of experience in account management, employee benefits, healthcare administration, insurance, third-party administration, or a related field.
  

• Experience managing client relationships and coordinating work across multiple departments.
  

• Strong written and verbal communication skills.
  

• Demonstrated ability to manage multiple accounts, deadlines, and competing priorities.
  

• Proficiency with Microsoft Outlook, Word, Excel, PowerPoint, and CRM or project-management systems.
  

• Ability to analyze information, investigate issues, and communicate solutions clearly.
  

• Ability to handle confidential and sensitive information appropriately.
  

Physical and Work Requirements

• Ability to perform work in a professional office or remote-work environment.
  

• Ability to work at a computer for extended periods.
  

• Ability to participate in virtual and in-person client meetings.
  

• Occasional travel may be required for client meetings, enrollment events, implementations, and industry conferences.
  

Preferred Qualifications

• Experience working for a third-party administrator, health plan, benefits consultant, insurance carrier, or provider network.
  

• Knowledge of self-funded employer health plans.
  

• Familiarity with medical claims, eligibility, stop-loss insurance, provider networks, pharmacy benefits, utilization management, COBRA, and employee-benefit administration.
  

• Experience with client implementations and renewals.
  

• Experience preparing and presenting claims, utilization, network, and financial reports.
  

Benefits

Unified Health Plan offers a competitive benefits package designed to support employees and their families, including:

• 18–30 days of paid time off, based on position and tenure
  
• Employer-paid holidays
  
• Medical insurance with 90% of the employee premium paid by the company
  
• Employer-paid dental insurance for employees and eligible dependents
  
• Voluntary vision insurance
  
• 401(k) retirement plan with a 7% employer contribution
  
• Flexible Spending Account
  
• Employee Assistance Program
  
• Employer-paid $10,000 life insurance policy
  
• Gym membership or fitness benefit
  
• Professional development and training opportunities
  

Eligibility requirements and specific benefit terms are governed by the applicable benefit plan documents and company policies.