Account Management Specialist

Prevea Health • Ashwaubenon, WI

11d

About The Position

The Account Management Specialist supports Direct-to-Employer (DTE) healthcare partnerships by building and maintaining strong client relationships and delivering strategic value to employer groups. This client-facing position serves as a trusted advisor to HR and benefits leaders, ensuring effective implementation of Prevea's DTE healthcare solutions while promoting client satisfaction, retention, and program performance. The specialist uses data-driven insights to help employers optimize their healthcare investment and leads regular performance reviews and strategic planning discussions aligned with client objectives.

Requirements

• Associate's Degree in Business Administration, Healthcare Administration, or related field OR High School Diploma/GED + an additional 3 years of relevant work experience Required
• 1-3 years Experience in healthcare account management, client services, or healthcare operations. Required
• Proven ability to build and maintain consultative relationships with employer clients, acting as a strategic advisor.
• Understanding of healthcare systems, terminology, insurance workflows, and payer/provider dynamics.
• Ability to analyze and interpret healthcare metrics, create custom reports, and translate insights into actionable recommendations.
• Excellent verbal and written communication skills with the ability to present complex information clearly to both clients and internal stakeholders.
• Ability to align employer goals with organizational objectives and develop strategies for account growth and retention.
• Skilled at managing multiple accounts and priorities while meeting deadlines and maintaining high-quality outcomes.
• Familiarity with CRM tools, analytics dashboards, and healthcare IT platforms such as EMRs/EHRs.
• Strong analytical skills for resolving issues and flexibility to thrive in a fast-paced, evolving healthcare environment.
• Demonstrated ability to partner with diverse internal teams including clinical, IT, and operations to ensure client satisfaction.
• Basic knowledge of healthcare regulations (e.g., HIPAA) and compliance standards relevant to client-facing activities.

Nice To Haves

• Bachelor's Degree in Business Administration, Healthcare Administration, or related field Preferred

Responsibilities

• Client Relationship Management Serve as the primary point of contact for employer clients, building strong and consultative partnerships. Develop a deep understanding of each client’s workforce, healthcare needs, and benefit strategy. Conduct regular check-ins, performance reviews, and strategic planning sessions with HR, benefits, and finance stakeholders.
• Performance Monitoring & Reporting Track and analyze key metrics such as employee engagement, utilization, cost savings, and clinical outcomes. Develop custom reporting dashboards and presentations tailored to employer needs. Translate data into actionable insights to drive program improvements and employer satisfaction.
• Strategic Growth & Retention Identify opportunities to expand services within existing accounts, including cross-sell and upsell of additional healthcare offerings. Support contract renewals and work closely with sales and leadership to maintain long-term client relationships. Provide input on pricing strategies and solution design based on client feedback and market trends.
• Cross-Functional Collaboration Partner with internal teams including clinical operations, marketing, product, and IT to ensure coordinated and consistent client delivery. Communicate client feedback and evolving needs to internal stakeholders to support continuous improvement. Help shape internal best practices, workflows, and tools for DTE account management.

What This Job Offers

• Job Type: Full-time
• Education Level: Associate degree