Account Manager 🚀

As an Account Manager at Healia Health, you will be the leader for a portfolio of business clients, responsible for maintaining strong relationships and ensuring high client satisfaction. You will serve as a trusted advisor to your clients, helping them navigate their Healia benefit program, resolve issues promptly, and identify opportunities for growth. You'll balance day-to-day account management with strategic initiatives to maximize retention and expand your accounts. This is a hybrid role (3 days/week in office) based in Columbus, OH.

✅ Your responsibilities will include...

• Relationship Building: Create and nurture deep relationships with key stakeholders at client companies, understanding their unique benefits needs and how Healia can address them
• Client Engagement: Conduct regular client meetings throughout the year to ensure satisfaction, address concerns, and identify upsell opportunities
• Account Management: Proactively monitor account health metrics to identify at-risk accounts and develop action plans to improve retention
• Customer Support: Serve as the main point of contact for customer inquiries, enrollee support questions, and claims review processes
• Cross-Functional Collaboration: Collaborate with internal teams (Operations, Claims, Product, & Engineering) to resolve client issues efficiently and advocate for client needs
• Employee Assistance: Review and assist with enrollee claims questions, serving as a liaison between clients and our claims processing team
• Strategic Growth: Develop and execute account growth strategies to drive upsell opportunities within existing accounts
• Operational Planning: Create detailed account plans and documentation including success criteria, standard operating procedures, and training materials
• Performance Goals: Meet or exceed retention and account growth targets, balancing the dual mandate of client satisfaction and revenue expansion

🚀 You'll be successful in this role if you...

• Have 3+ years of experience in account management, client success, or strategic client-facing roles
• Have excellent written and verbal communication skills with the ability to explain complex concepts simply
• Excel at problem solving, with a proven ability to navigate ambiguity, identify root causes, and implement effective solutions
• Exhibit meticulous attention to detail, especially when handling client information.
• Have a data-driven approach to account management with the ability to analyze metrics and translate insights into action
• Are a natural relationship builder who genuinely enjoys working with clients and solving their problems

⭐ Bonus points

• Prior experience at a startup
• Prior experience in the healthcare or insurance industry
• Experience using CRM systems like Salesforce or HubSpot
• Understanding of healthcare benefits regulatory environment