Concierge Account Executive
About The Position
The Concierge Account Executive receives referral calls and web inquiries from VIP customers, handles them courteously and appropriately, and records them in the appropriate databases. The role develops lasting relationships with customers and their staff by managing clinical project information and identifying and addressing situations involving insurers. It also coordinates meetings and presentations and discusses reports and metrics that support business relationships with providers. The position oversees VIP customer calls, visits clients to collect information and resolve service issues, presents the unit’s services to existing and potential clients, and collaborates with internal departments to coordinate service orientation and implementation. It prepares performance reports and action plans, gathers documents for service requests, coordinates with facilities and providers, analyzes utilization data for capitated contract models, and submits work plans and visit schedules to management. The employee must comply with company policies, applicable laws, and industry regulations, and may perform other assigned duties consistent with the role’s education and experience requirements.
Requirements
- Bachelor’s degree; Business Administration is preferred.
- At least three years of experience in project management and report preparation and analysis, preferably in the health insurance industry.
- Proficiency in Excel, Word, and PowerPoint.
- Advanced Spanish proficiency in comprehension, writing, and speaking.
- Advanced English proficiency in comprehension, writing, and speaking.
- Certifications and licenses are not required.
Nice To Haves
- Experience with PowerMHS TrueCare and PharmPix is preferred.
- Bachelor’s degree in Business Administration is preferred.
- Experience in project management and report preparation and analysis within the health insurance industry is preferred.
Responsibilities
- Oversee calls from VIP customers and ensure employee performance complies with work plans, assigned tasks, company policies, standards, norms, and procedures.
- Visit VIP clients on an ongoing basis to collect documents or information needed for coordination, approvals, case resolution, complaints, grievances, and other issues.
- Deliver corporate presentations to existing or potential clients about the services offered by the unit.
- Collaborate with internal departments and coordinate activities with internal and external units for orientation and implementation of the unit’s services for executives and VIP customers.
- Prepare performance reports, establish action plans for cases of non-compliance, and provide recommendations to upper management to support successful business relationships.
- Gather the information and documents necessary to oversee service requests from the population served by the unit.
- Identify and maintain contact with internal and external resources needed to handle and resolve service situations and requests.
- Coordinate with facilities or providers and ensure coordinated services are provided as required.
- Analyze utilization data for capitated contract models and discuss it with assigned specialist providers to support strategic prescribing changes.
- Prepare and submit work plans and visit schedules to management as requested.
- Comply with company policies and procedures, local and federal laws, and applicable industry regulations.
- Perform other duties and responsibilities as assigned, consistent with the stated education and experience requirements.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
