Account Manager - Healthcare TPA

Heathos LLC • Fort Lauderdale, FL

2d

About The Position

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.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level