Client Success Manager, TPA

Personify Health

107d • $75,000 - $90,000

About The Position

We’re Personify Health. We’re the first and only personalized health platform company to bring health, wellbeing, and navigation solutions together. Helping businesses optimize investments in their members while empowering people to meaningfully engage with their health. At Personify Health, we believe in offering total rewards, flexible opportunities, and a diverse inclusive community, where every voice matters. Together, we’re shaping a healthier, more engaged future.

Requirements

• Bachelor's degree or equivalent in related discipline
• 3+ years experience as Account Manager
• 3+ years experience in health insurance, employee benefits, or healthcare industry, specifically with TPA/Self-funded groups
• Knowledge of health plan testing, regulatory compliance, and mandates regarding insurance plan administration
• Willingness to travel for multiple days at a time
• Understanding of complex benefit structures and plan management requirements
• Strong interpersonal, presentation, and writing skills with strong organizational abilities and detail orientation
• Demonstrated ability to collaborate with agile approach and comfort with change
• Self-directed with proven ability to work independently while serving as trusted advisor with clear communication style

Responsibilities

• Serve as primary contact: Support incoming service inquiries and refer complex questions to sales team while providing positive experience through timely, creative solutions.
• Manage renewal process: Initiate and monitor renewals in collaboration with sales team to evaluate market, analyze plan data, and implement new strategies.
• Oversee implementations: Manage implementation of new contracts by overseeing underwriting process and installation documentation while maintaining thorough product knowledge.
• Provide regulatory guidance: Stay informed of regulatory issues affecting benefit plans and update clients when necessary while gathering product information for comparison.
• Support business intelligence: Compile competitor data and market insights while documenting interactions in CRM system and maintaining organized filing systems.
• Ensure business success: Meet with clients face-to-face to ensure business objectives are met while monitoring commission payments and managing delinquent payment calls.

Benefits

• Comprehensive medical and dental coverage through our own health solutions
• Mental health support and wellness programs designed by experts
• Flexible work arrangements
• Retirement planning support
• Basic Life and AD&D Insurance plus Short-Term and Long-Term Disability protection
• Employee savings programs and voluntary benefits like Critical Illness and Hospital Indemnity coverage
• Professional development opportunities and clear career progression paths
• Mentorship from industry leaders
• Learning budget to invest in skills
• Competitive base salary
• Unlimited PTO policy
• Benefits effective day one

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree
• Number of Employees: 1,001-5,000 employees