Client Success Account Specialist

Personify Health, Inc.; Tempe (AZ); On-site; USD 52,000 - 65,000; Full time

Benefits offered by this job

Competitive base salary and benefits

Comprehensive medical and dental

PTO plan

Mental health support

Retirement planning

Career development budgets

Job summary

Personify Health, Inc. is seeking an Account Manager to support client success through expert coordination and strategic problem-solving in the health insurance sector.

You will collaborate across business functions to ensure client needs are met and issues are resolved before escalation. You will monitor performance, manage client records, and assist in enrollment strategies, client meetings, and renewals.

Qualifications

• 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
• 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

Responsibilities

• Ensure client satisfaction by coordinating across functions to meet client needs and resolve outstanding items.
• Monitor client performance to ensure expectations are met and maintain accurate client records.
• Resolve complex issues by researching, accessing resources, and escalating to internal experts for resolution.
• Support client engagement by hosting meetings and planning enrollment strategies and education sessions.
• Assist with renewals by supporting Account Managers with analysis and strategic input.

Skills

Communication

Collaboration

Problem solving

Organization

Relationship building

Education

Health insurance industry experience

Onboarding clients experience

Experience working with HR executives

Job description

Personify Health, Inc. is seeking an Account Manager to support client success through expert coordination and strategic problem-solving in the health insurance sector.

You will collaborate across business functions to ensure client needs are met and issues are resolved before escalation. You will monitor performance, manage client records, and assist in enrollment strategies, client meetings, and renewals.