Account Manager, TPA

Personify Health; United States; On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Unlimited PTO

Comprehensive medical and dental

Competitive base salary

Full benefits day one

Professional development

Job summary

Personify Health in the United States is seeking an Account Manager to serve as the day-to-day contact for self-funded group clients, coordinating internal teams and maintaining service commitments. You’ll partner with Strategic Account Executives to support planning and QBR execution while owning operational details that affect client satisfaction and retention.

You will monitor service levels, prepare client reports, and support renewals and plan changes while staying abreast of regulatory

Qualifications

• Bachelor's degree or equivalent in related discipline.
• 3+ years account management experience.
• 3+ years experience in health insurance, employee benefits, or healthcare industry, specifically with TPA/self-funded groups.
• Prior TPA experience strongly preferred.

Responsibilities

• Serve as primary day‑to‑day contact for assigned self‑funded group clients and coordinate internal teams.
• Monitor service levels and ensure timely issue resolution and compliance with contracts.
• Prepare standard and custom client reports covering claims and utilization.
• Partner with cross‑functional teams to meet client needs and deliver seamless service.
• Support renewals, plan changes, and QBR execution while maintaining documentation.
• Escalate complex issues to leadership when appropriate and maintain CRM records.
• Assist with client onboarding and regulatory updates affecting benefit plans.

Skills

Account management

Client relationships

CRM proficiency

Education

Bachelor's degree or equivalent

Tools

CRM systems

Reporting tools

Job description

Who We Are

Ready to create a healthier world? We are ready for you! Personify Health is on a mission to simplify and personalize the health experience to improve health and reduce costs for companies and their people. 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.

Overview

Account Managers in TPA environments aren't just relationship coordinators—they're operational lifelines who keep complex client relationships running smoothly through proactive service and quick problem resolution.

Responsibilities

As our Account Manager, you’ll serve as the primary day‑to‑day contact for assigned self‑funded group clients, handling inquiries, coordinating internal teams, and ensuring service commitments are met consistently. You’ll partner closely with Strategic Account Executives to support strategic planning and QBR execution while owning the operational details that determine whether clients feel supported or frustrated. Your ability to monitor service levels, prepare reports, and resolve issues before they escalate directly impacts client satisfaction and retention.

What You’ll Actually Do

• Serve as primary client contact: Act as the main point of contact for assigned clients, responding promptly to inquiries and providing creative solutions that meet client needs.
• Monitor service delivery: Track and manage service levels to ensure timely issue resolution, compliance, and adherence to contractual commitments.
• Prepare client reporting: Develop and deliver standard and custom client reports covering claims, utilization, and other key metrics for client review.
• Coordinate internal resources: Partner with cross‑functional teams across claims, eligibility, and compliance to meet client needs and deliver seamless service.
• Support strategic initiatives: Assist with renewals, plan changes, and strategic initiatives while supporting delivery of QBRs and renewal processes.
• Maintain documentation: Keep accurate client records, communication logs, and CRM system entries to ensure continuity and accountability.
• Escalate appropriately: Identify and escale complex issues to Strategic Account Executive or Director when client needs exceed standard resolution pathways.
• Support client onboarding: Assist with new client onboarding and internal system setup to ensure smooth transitions.
• Stay regulatory‑informed: Maintain knowledge of regulatory issues affecting benefit plans and proactively update clients when requirements change.
• Develop product expertise: Build thorough knowledge of Personify Health benefit‑related products through ongoing training and product updates.

Qualifications

Education & Experience

• Bachelor's degree or equivalent in related discipline
• 3+ years account management experience
• 3+ years experience in health insurance, employee benefits, or healthcare industry, specifically with TPA/self‑funded groups
• Prior TPA experience strongly preferred

Technical Skills

• Knowledge of health plan testing, regulatory compliance, and insurance plan administration mandates
• Experience preparing client reports and presentations
• Proficiency with CRM systems for documentation and relationship management
• Ability to travel for multiple days at a time when needed

Benefits

• Competitive base salary and benefits effective day one
• Comprehensive medical and dental through our own health solutions
• Unlimited PTO—rest and recharge time is non‑negotiable
• Mental health support, retirement planning, and financial protection
• Professional development with clear career progression and learning budgets
• Mission‑driven culture where diverse perspectives drive real impact on people’s health

Want the full picture? Visit personifyhealthbenefits.com to explore our complete benefits package, wellness programs, and other employee perks.

Compensation

This position offers a base salary range of $65,000‑$85,000, depending on location, skills, and experience. You’re eligible for our full benefits package starting day one.

Our Commitment

Personify Health is an equal opportunity employer committed to diversity, equity, inclusion, and belonging. We cultivate a work environment where differences are celebrated, and employees of all backgrounds are empowered to thrive—because diversity is core to who we are and critical to our work in health and wellbeing.

Stay Safe

Personify Health will never ask for payment or sensitive personal information like social security numbers during hiring. All official communication comes from verified company email addresses and our secure applicant tracking system. Suspicious requests? Report them to [e-mail]. View all legitimate openings at personifyhealth.com/careers.