Account Manager

Gravie; Sacramento (CA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

standard health and wellness benefits

flexible PTO

up to 16 weeks paid parental leave

401k program

paid holidays

education reimbursement

2 days of paid paw-ternity leave

transportation perks

alternative medicine coverage

Job summary

Gravie is seeking an Account Manager in California to serve as the primary contact for employer clients. You will leverage data to guide renewals, growth, and cost-saving strategies, while building trusted relationships across underwriting, sales and leadership teams.

You will conduct regular client reviews, present renewal proposals, and ensure smooth transitions from sales to implementation, with a proactive, data-driven approach to optimization.

Qualifications

• Bachelor's degree or equivalent in a relationship or account management field.
• Must be licensed in health insurance in home state.
• 3+ years of account management experience in health insurance.
• 2+ years experience using data to gain insights and make strategic recommendations.
• Experience working in a dynamic environment with minimal guidance.
• 3+ years of cross-team collaboration.

Responsibilities

• Coordinate with Account Management, underwriting, Sales, and leadership to own each client end-to-end.
• Partner with clients on strategic recommendations to inform renewals and growth.
• Develop data-driven account plans to evaluate client needs and suggest changes to Gravie's benefit solutions.
• Lead kickoff meetings and provide timely, accurate answers to client questions.
• Conduct monthly reviews of claims experience with updates and cost-saving recommendations.
• Present quarterly progress reports on goals to clients and brokers.
• Perform proactive mid-year Pulse Checks focused on renewal planning and optimization.
• Present renewal proposals and negotiate rates with Underwriting and leadership.
• Upsell Gravie products leveraging campaign knowledge and client utilization.
• Educate clients on Gravie's offerings and regulatory requirements.

Skills

Data analysis

Relationship management

Cross-functional collaboration

Health insurance knowledge

Education

Bachelor's degree or equivalent

Tools

CRM systems

Job description

A Little More About The Role

We're looking for an Account Manager to join our rapidly growing team. As the primary contact with our employer customers, the Account Manager uses data to understand Gravie's client needs and suggest strategic opportunities to inform renewals and growth opportunities. Building strong relationships based on a foundation of trust and expertise in health insurance and employer benefits is your specialty. You enjoy helping people find solutions and answers to their tough questions, and you can explain complex subjects to a variety of audiences.

You Will

• Work cross functionally with a dedicated Account Management team, including, underwriting, Sales, and leadership support to ensure proactive, end to end, and ongoing ownership and accountability for each client
• Be well versed in client data and prepared to partner with clients on strategic recommendations to inform renewals and growth opportunities
• Use data to develop strategic account plans for clients to evaluate business needs and, as needed, make recommendations for changes to Gravie's benefit solutions
• Facilitate kick-off meetings with employers' populations, meet with clients regularly, and ensure you are providing accurate and timely answers to clients questions
• Conduct monthly reviews of each client's claims experience, providing updates and recommendations for cost savings
• Plan for and present quarterly progress reports on goals to the client and broker
• Conduct proactive and data driven mid-Year Pulse Checks focused on intervention strategies, renewal planning, and performance optimization
• Present strategic renewal proposals to clients and negotiate rates as needed, working directly with the Underwriting Team and leadership to ensure a successful renewal
• Be knowledgeable about Gravie's marketing campaigns in order to leverage accounts to strategically upsell Gravie products based on utilization
• Be knowledgeable of all Gravie offerings and the regulatory and compliance requirements of each offering and continuously educate clients about Gravie's products and services
• Ensure new employer clients have a smooth transition from sales and have a successful new client implementation experience
• Research and resolve client issues and elevated member issues from Gravie's advisor team, ensuring resolution is taking in account the 'full picture' of the client
• Effectively use and document client information in our CRM system

You Bring

• Bachelor's degree or equivalent experience in a relationship or account management field
• Must be licensed in health insurance in your home state
• 3+ years of account management experience in the health insurance industry
• 2+ years experience using data to gain insights and make strategic recommendations
• Experience working in a dynamic environment and comfort researching and solving problems with minimal guidance
• 3+ years of experience working collaboratively across several teams and functions

Extra credit

• Previous start-up or emerging growth company experience
• Experience with self-insured health plans
• Experience establishing processes and standards for superior customer service
• Fluent in Spanish

A Little More About Us

We know healthcare. Our company was founded and is still led by industry veterans who have started and grown several market-leading companies in the space.

We have raised money from top tier investors who share the same long-term vision as we do of building an industry defining company that will endure over the long run. We are well capitalized.

Our clients love us. Customer satisfaction rates among employees using Gravie health plans consistently rank above 80% - nearly 40 points above the industry average.

Our culture is unique. We tend to be non-hierarchical, merit-driven, opinionated but kind people who thrive working in a high-performance, fast-paced environment. People at Gravie care deeply about making a positive impact in the lives of the people we serve.

Benefits

• standard health and wellness benefits
• alternative medicine coverage
• flexible PTO
• up to 16 weeks paid parental leave
• paid holidays
• a 401k program
• transportation perks
• education reimbursement
• 2 days of paid paw-ternity leave

Job Applicants

If you apply for employment with Gravie, personal information collected via our applicant tracking vendor is subject to our standalone California Job Applicant Notice at Collection, accessible directly within the application workflow and separate from this Policy.