Account Manager

Tria Health•Kansas City, MO

3d•$64,000 - $68,000•Hybrid

About The Position

The Account Manager (AM) manages and grows the service relationship between Tria Health, its new and existing clients, brokers, health care consultants and other managed care organizations, by performing the following duties personally or in collaboration with other Tria Health personnel.

Requirements

Bachelor’s degree and/or 3-5 years of related experience.
3-5 years of account management or operations experience, or equivalent education and/or work experience.
Highly organized with strong multitasking and attention to detail.
Able to prioritize and manage workload effectively in a fast-paced, interrupt-driven environment.
Self-motivated with a positive attitude.
Strong verbal and written communication skills across diverse audiences.
Analytical, with ability to interpret reports and identify data-driven improvements.
Skilled in business writing and documenting processes and procedures.
Team-oriented, flexible, and willing to support across functions as needed.
Professional, respectful, and client-focused demeanor.
Proficient in Microsoft Office; Salesforce experience preferred.
Health insurance knowledge a plus.

Nice To Haves

Experience in health benefits and/or care management is preferred.
Salesforce experience preferred.
Health insurance knowledge a plus.

Responsibilities

Overall responsibility for maintaining and growing existing client relationships, including their respective brokers and health care consultants.
Coordinate and manage tasks of all parties internal and externally involved in the implementation of each new client.
Attends off-site renewal, implementation and/or service meetings.
Represent Tria Health at client benefit fairs and open enrollment meetings.
Work with marketing to develop customized communication plans for clients to increase awareness of Tria Health and increase enrollment.
Research and resolve client issues pertaining to eligibility and billing.
Provide reporting to clients on a monthly, quarterly, and annual basis.
Analyze and interpret clients’ reporting and make recommendations specific to each client and their short and long-term strategies.
Assist our Vice Presidents of Sales with preparation for client meetings as needed.
Record pertinent communication within Salesforce for client communication consistency across account management and sales team.
Responsible for the development and maintenance of AM department policies and procedures.
Contribute to company goals and objectives, implement programs, and train team members.
Manage and report performance standards for department.
Assist with training of new AMs as needed.
Communicates job expectations, monitoring, and appraisal of job execution for AM department.