Account Manager - Healthcare TPA
About The Position
Heathos is transforming the healthcare insurance landscape through a connected, data-driven ecosystem that simplifies complexity and drives long-term success. Built on trust, innovation, and integrity, we provide technology, services, and insights that support agencies, carriers, and members at every stage. Our family of brands—FirstEnroll, AdminOne, and SonicMarketing—works together to streamline operations and deliver a seamless insurance experience. The Account Manager serves as the primary liaison between FirstEnroll (a healthcare TPA) and its clients and distribution partners, including employers, insurers, brokers, and Independent Marketing Organizations (IMOs). This role ensures smooth service delivery, partner activation, and long-term relationship growth. The Account Manager is both the voice of the client internally and the face of the organization externally, driving satisfaction, retention, and revenue expansion through proactive engagement and strategic account planning.
Requirements
- Bachelor’s degree in healthcare administration, business, or related field.
- 5–10 years in account management, partner success, or relationship management within insurance, benefits, or financial services.
- Proven success in retention, partner engagement, and cross-sell growth.
- Proficiency in CRM tools and MS Office Suite.
- Relationship & Business Skills: Retention-focused mindset, proactive communicator, strong presentation and training abilities.
- Analytical & Technical Skills: Comfort with CRM tools, data dashboards, and interpreting performance metrics.
- Behavioral Skills: Empathetic, organized, detail-oriented, and collaborative across teams.
- Industry Knowledge: Familiarity with TPA operations, health insurance policies, commission structures, and agency distribution models.
Nice To Haves
- Licensed agent experience preferred.
Responsibilities
- Client & Partner Relationship Management: Build and maintain strong relationships with employers, brokers, and distribution partners (IMOs, agencies, agents). Serve as a trusted advisor, ensuring partners are fully activated on Heathos platforms and understand how to maximize them.
- Account Management & Service Delivery: Oversee end-to-end administration of client accounts, including onboarding, plan setup, renewals, and compliance with SLAs.
- Growth & Retention: Develop quarterly account plans with performance goals, campaign ideas, and pipeline updates. Identify upsell and cross-sell opportunities.
- Data-Driven Insights & Reporting: Use CRM tools and dashboards to monitor partner activity, claims data, and utilization trends.
- Industry Expertise & Enablement: Stay current on healthcare regulations, insurance distribution models, and agency activation cycles.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
