TPA Account Associate

OneVeracity; United States; On-site; USD 45,000 - 65,000; Full time

Job summary

OneVeracity seeks an energetic TPA Account Associate to assist the Account Manager with daily client and broker needs. You will coordinate routine requests, enrollment tasks and reporting, while tracking progress and deadlines to ensure timely delivery.

You will work with internal teams to resolve claims and eligibility issues, maintain accurate CRM data and contribute to client reviews. This role emphasizes organization, follow-through and proactive problem solving.

Qualifications

• 1–3 years of experience in healthcare, employee benefits, insurance, customer service, account management or related field preferred.
• Strong organization, communication, attention to detail and follow-through.
• Ability to manage multiple priorities and work with internal teams.

Responsibilities

• Support the AM with day-to-day client and broker needs.
• Handle routine questions and requests and provide timely follow-up.
• Coordinate eligibility, enrollment, ID cards, group setup, reporting and other routine account needs.
• Track requests from start to finish and keep owners, due dates and status organized.
• Research claims, eligibility, member and pharmacy issues.
• Help track RBP, balance-bill, provider and member issues.
• Coordinate with Claims, Member Experience, Pharmacy, RBP/network and other internal teams.
• Prepare reports, meeting materials and information for client reviews.
• Identify unusual changes, recurring issues or trends and bring them to the AM.
• Prepare meeting notes, action items and follow-up.
• Support renewal data and other account deadlines.
• Partner closely with account managers and cross functional teams to deliver a consistent client experience.
• Coordinate routine vendor requests and follow up on outstanding items.
• Keep CRM and account information accurate and current.
• Follow up with internal teams and vendors to ensure commitments are completed timely.
• Maintain appropriate documentation of account related issues and resolutions.
• Look for ways to improve processes and reduce unnecessary work.

Skills

Organization

Communication

Attention to detail

Multitasking

Follow-through

Tools

CRM software

Data reporting

Job description

The TPA Account Associate supports the TPA Account Manager by keeping client requests, issues and deadlines organized and moving. The AA handles routine needs, follows up with internal teams and develops account knowledge to identify potential concerns.

Key Responsibilities

• Support the AM with day-to-day client and broker needs.
• Handle routine questions and requests and provide timely follow-up.
• Coordinate eligibility, enrollment, ID cards, group setup, reporting and other routine account needs.
• Track requests from start to finish and keep owners, due dates and status organized.
• Research claims, eligibility, member and pharmacy issues.
• Help track RBP, balance-bill, provider and member issues.
• Coordinate with Claims, Member Experience, Pharmacy, RBP/network and other internal teams.
• Prepare reports, meeting materials and information for client reviews.
• Identify unusual changes, recurring issues or trends and bring them to the AM.
• Prepare meeting notes, action items and follow-up.
• Support renewal data and other account deadlines.
• Partner closely with account managers and cross functional teams to deliver a consistent client experience.
• Coordinate routine vendor requests and follow up on outstanding items.
• Keep CRM and account information accurate and current.
• Follow up with internal teams and vendors to ensure commitments are completed timely.
• Maintain appropriate documentation of account related issues and resolutions.
• Look for ways to improve processes and reduce unnecessary work.
• Account Associate: Executes, tracks, researches, coordinates and follows up.
• Account Manager: Directs, prioritizes, interprets, strategizes and owns the outcome.

Requirements

• 1-3 years of experience in healthcare, employee benefits, insurance, customer service, account management or related field preferred.
• Strong organization, communication, attention to detail and follow-through.
• Ability to manage multiple priorities and work with internal teams.

Preferred

• Experience with self-funded health plans, TPA, RBP, pharmacy or employee benefits.
• Comfort working with data, reports and account systems.
• Organization and attention to detail
• Communication and responsiveness
• Follow-through and accountability
• Problem solving
• Research and information gathering
• Time management and prioritization
• Proactive mindset
• Develop a working understanding of RBP, network and dual option plan structures
• Team collaboration

About OneVeracity

OneVeracity partners with brokers to help self-funded employers reduce medical and pharmacy costs without compromising care. It delivers Health Plan Solutions, VeracityRx, Care Solutions, and Onsite Health Centers in one integrated model that gives employers a clearer, more coordinated way to manage healthcare spend. The approach is grounded in three guiding principles: enhance care, reduce costs, and make it easy. Founded in 2019 and headquartered in Kennesaw, Georgia, OneVeracity is a privately held company that serves self-funded employers across industries including manufacturing, government, and professional services. Learn more at www.OneVeracity.com.