Account Specialist

Personify Health, Inc.; United States; On-site; USD 52,000 - 65,000; Full time

Benefits offered by this job

Competitive salary

Medical & dental

PTO

Mental health support

Retirement planning

Career development

Job summary

Personify Health, Inc. is seeking a Client Success Coordinator to support successful client outcomes through proactive coordination and strategic problem-solving. You will collaborate with multiple teams, monitor performance, and guide clients through renewals and enrollment events.

The role emphasizes strong communication, relationship-building, and an independent, proactive approach to resolving complex client issues in a fast-paced health benefits environment.

Qualifications

• Clear written and verbal communication is essential.
• Strong collaboration across teams is required.
• Detail-oriented with strong organizational skills.
• Ability to build relationships with diverse stakeholders.
• Proactive problem-solving mindset and independent work style.

Responsibilities

• Ensure client satisfaction by collaborating across functions and following up until resolution.
• Monitor client performance and maintain accurate client records.
• Research issues, access resources, and escalate to experts for resolution.
• Support client engagement by hosting meetings and organizing enrollment strategies.
• Assist Account Managers during renewals with analysis and strategic input.

Skills

Clear written and verbal communication

Collaboration

Detail oriented

Relationship building

Proactive problem solving

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

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.

Responsibilities

Ready to Support Client Success Through Expert Coordination and Strategic Problem-Solving?

Why This Role Matters

What You'll Actually Do

• Ensure client satisfaction: Collaborate across business functions to meet client needs while following through on outstanding items until resolution.
• Monitor client performance: Track internal performance to confirm client expectations are consistently met while maintaining accurate, up-to-date client records.
• Resolve complex issues: Research issues, access necessary resources, and escalat... (escalate?) to appropriate internal experts for comprehensive resolution.
• Support client engagement: Participate in and host client meetings as needed while assisting in organizing open enrollment strategies, health fairs, and employee education sessions.
• Assist with renewals: Support Account Managers during contract renewal process while providing ongoing analysis and strategic input for client success.

Qualifications

What You Bring to Our Team

Education & Experience

• 1+ years experience in health insurance, employee benefits, human resources, or healthcare industry
• Experience onboarding new clients and providing account-based service preferred
• Comfort working with HR Directors and Executives

Technical Skills

• Clear written and verbal communication skills
• Strong collaboration abilities to work effectively across business functions
• Detail-oriented approach with strong organizational and analytical capabilities
• Ability to build relationships with diverse stakeholders
• Proactive problem-solving mindset with ability to work independently and as part of team

Benefits

The Highlights

• Competitive base salary and benefits effective day one
• Comprehensive medical and dental through our own health solutions (yes, we use what we build)
• PTO Plan—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 $25-$31, 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 or our secure applicant tracking system. Suspicious requests? Report them to [e-mail] . View all legitimate openings at personifyhealth.com/careers .