Strategic Client Lead – Self-Funded Health Plans

XO Health Inc.; United States; Remote; USD 115,000 - 135,000; Full time

Job summary

XO Health Inc. in the United States is seeking an experienced Client Account Manager to lead day-to-day management and enhance the client experience for XO Health employer clients.

You will be the primary contact, coordinate with internal teams, and drive successful delivery of services and commitments for open enrollment and ongoing programs. The role requires strong organization, communication, and the ability to manage multiple priorities in a fast-paced startup environment.

Qualifications

• Bachelor's degree in Business, Healthcare Administration, or a related field.
• Minimum of 5 years of experience in employer client account management, self-funded health plan administration, health insurance operations, or a closely related role.
• Active Life and Health insurance license, or ability to obtain the license within 90 days of hire.
• Demonstrated experience managing relationships with employer clients and key stakeholders.
• Demonstrated understanding of self-funded medical and pharmacy benefit design.
• Working knowledge of ACA, CAA, ERISA, Mental Health Parity, and other applicable regulatory requirements.
• Experience leading or participating in employer Open Enrollment meetings.
• Demonstrated ability to manage multiple priorities, projects, and client needs simultaneously.
• Excellent written and verbal communication skills, with the ability to communicate effectively with clients, senior leadership, and cross-functional teams.
• Ability to travel up to 25%, based on season and client needs.
• Experience and proficiency with Microsoft Office, including Excel and PowerPoint, and AI platforms such as Claude and ChatGPT.

Responsibilities

• Serve as the primary day-to-day point of contact for assigned employer clients.
• Develop and maintain strong, trusted relationships with clients and key stakeholders.
• Ensure client questions, requests, and concerns are acknowledged, coordinated, and resolved in a timely manner.
• Own client issues through resolution by partnering closely with Network, Operations, Member Experience, Claims, Clinical, Technology, Finance, Sales, and other XO Health teams to support client needs.
• Proactively communicate status, risks, issues, and opportunities to clients and internal leadership.
• Facilitate regular client meetings and ensure appropriate follow-up and accountability.
• Lead and participate in client Open Enrollment meetings and activities.
• Prepare and deliver recurring client reporting packages, presentations, and operational updates.
• Prepare materials and presentations for client meetings, business reviews, Open Enrollment, and other client-facing activities.

Skills

Account management

Client relationships

Healthcare insurance knowledge

Open enrollment experience

Education

Bachelor's degree in Business/Healthcare Administration

Tools

Microsoft Excel

PowerPoint

Claude

ChatGPT

Job description

XO Health Inc. in the United States is seeking an experienced Client Account Manager to lead day-to-day management and enhance the client experience for XO Health employer clients.

You will be the primary contact, coordinate with internal teams, and drive successful delivery of services and commitments for open enrollment and ongoing programs. The role requires strong organization, communication, and the ability to manage multiple priorities in a fast-paced startup environment.