Account Specialist

Personify Health, Inc.; United States; Remote; USD 52,000 - 64,000; Full time

Benefits offered by this job

Competitive salary

Medical & dental benefits

PTO

Mental health support

Retirement planning

Career development

Mission-driven culture

Job summary

Personify Health, Inc. is seeking an Account Management Coordinator to support onboarding and ongoing service delivery for healthcare clients. You will coordinate across functions, track performance, and help resolve complex issues to ensure seamless client experiences.

Remote role with collaboration across leadership and client executives. You will work with Account Managers during renewals, contribute strategic input, and help organize enrollment activities and employee education sessions to

Qualifications

• Clear written and verbal communication is essential.
• Strong collaboration across teams to resolve client needs.
• Detail-oriented with analytical capabilities to track performance.

Responsibilities

• Ensure client satisfaction by following through on outstanding items.
• Monitor internal performance and maintain accurate client records.
• Research issues and elevate to internal experts for resolution.
• Support client engagement with meetings and enrollment activities.
• Assist with renewals and provide strategic input for client success.

Skills

Clear written/verbal communication

Cross-functional collaboration

Detail-oriented & analytical

Relationship building

Proactive problem solving

Job description

Remote

Why This Role Matters

Account management doesn't happen in a vacuum—it requires coordinated support to ensure client needs are met consistently and issues are resolved before they escalated. As our Account Management Coordinator, you'll serve as product expert and trusted partner during new client onboarding and ongoing service delivery. You'll work across business functions to track performance, research complex issues, and support Account Managers during critical moments like contract renewals and open enrollment. Your ability to maintain accurate client records, elevate to appropriate experts, and follow through until resolution directly determines whether clients experience seamless support or frustrating service gaps.

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 elevate 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.

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.