Account Manager

Tria Health•Kansas City, MO

1h•Onsite

About The Position

Summary: The Account Manager 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. The Account Manager will handle clients of many different sizes, and in many cases, this may represent clients with around 500 employees (which correlates to around 1,000 members). Essential Duties and 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 external 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. Recruit, select, orient, and train employees as directed. Communicates job expectations, monitoring, and appraisal of job execution for Account Management Department.

Requirements

To perform this job successfully the individual must be extremely organized and task oriented.
They must be able to perform each essential duty satisfactorily.
The requirements listed below are representative of the knowledge, skill, and/or ability required.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
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.
Must be extremely organized and have the ability to multi-task with attention to detail.
Strong ability to prioritize and manage workload calmly and efficiently in an environment which can present frequent interruption.
Self-motivated with a positive attitude.
Strong oral and written communication skills, using various approaches to communicate effectively with diverse individuals, across a variety of levels within an organization.
Ability to read, analyze, and interpret reports and generate ideas for improvement opportunities supported by data.
Ability to write business correspondence, and workflow processes and procedures.
Strong team player and willingness to work in other functional areas to cover absences or relief, and/or to equalize peak work periods or to otherwise balance the workload.
Commitment to Tria Health mission statement, vision statement, values, and employee handbook.
Ability to present yourself to clients professionally exhibiting a positive, respectful attitude that inspires trust in our clients and co-workers.
Intermediate knowledge of Outlook and Microsoft Office including Excel, Word, PowerPoint, and the internet.

Nice To Haves

Experience in health benefits and/or care management is preferred.
Salesforce.com experience is a plus.
Strong understanding of health insurance benefits is a plus.

Responsibilities

Maintaining and growing existing client relationships, including their respective brokers and health care consultants.
Coordinate and manage tasks of all parties internal and external 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.
Recruit, select, orient, and train employees as directed.
Communicates job expectations, monitoring, and appraisal of job execution for Account Management Department.