Plan Sponsor Liaison
About The Position
The Plan Sponsor Liaison plays a critical role in supporting plan sponsors, consultants, brokers and Aetna/RFL Account Managers and ensuring the successful execution of program objectives. This position is responsible for maintaining strong relationships with assigned plan sponsors, coordinating cross-functional efforts, analyzing data to identify trends and issues, and delivering high-quality administrative and operational support. The role works alongside the primary account manager, who focuses on strategic and consultative needs of the customer. The ideal candidate is customer service and detail-oriented, data-driven, and highly collaborative with both internal stakeholders and external customers.
Requirements
- 1-2 years of healthcare industry experience.
- 1-2 years of client support and or account management experience.
- Ability to travel 20% within the continental U.S.
Nice To Haves
- 1-2 years of experience in Behavioral Health or Employee Assistance Programs (EAP).
- Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Teams, Outlook).
- Strong written, verbal and interpersonal communication skills.
- Strong reporting and data analytics mindset, including proficiency in Salesforce and Tableau or similar platforms.
- Strong time management and organizational skills, and demonstrated ability to manage multiple priorities, large caseloads, and work collaboratively across departments- all while remaining calm under pressure.
- Demonstrated ability to build strong relationships with peers, clients, brokers, and consultants.
- Detail-oriented with a proactive approach to problem-solving and follow-through.
- Adept at collaboration and teamwork.
Responsibilities
- Partner with internal Account Managers to support plan sponsor program goals.
- Build and maintain relationships with assigned plan sponsors through regular communication, timely responses to inquiries, and proactive issue resolution.
- Serve as the primary contact for day-to-day escalations.
- Participate in internal and external meetings, document meeting minutes, track action items, and ensure timely follow-up.
- Assist with plan sponsor onboarding and implementation process.
- Gather and update plan sponsor information, maintain accurate records in Salesforce, and manage NBID profiles.
- Coordinate with internal departments such as billing, finance, operations, eligibility, and account management to align efforts and deliver a seamless experience.
- Support tasks including payment tracking, benefit setup, eligibility file management, and website modifications.
- Customize and order promotional materials, maintain promotional schedules, and coordinate special projects including home mailings.
- Manage budget and credit trackers and fulfill additional marketing requests as needed.
- Identify trends and develop actionable insights from constituent data.
- Provide performance and operational reports using Tableau.
- Provide training and troubleshooting for customers using Tableau.
- Support ad-hoc reporting needs, prepare and edit PowerPoint presentations, and draft executive summaries.
- Track and monitor plan sponsor performance guarantees (PGs) and service level agreements (SLAs).
- Manage logistics for plan sponsor events such as health fairs and member engagement activities.
- Coordinate attendance, promotional materials, and occasionally travel to participate in events such as health fairs and delivery of program orientations.
- Maintain initiative trackers to monitor progress on strategic projects and deliverables.
- Ensure visibility of timelines, areas of ownership and status, and proactive follow up on outstanding items to support cross-functional alignment.
Benefits
- medical
- dental
- vision coverage
- paid time off
- retirement savings options
- wellness programs
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
