Wellness Strategy Manager

WellnessIQ; Independence (MO); On-site; USD 80,000 - 110,000; Full time

Job summary

WellnessIQ seeks a proactive Wellness Strategy Manager to manage client relationships and drive engagement across programs. You will coordinate post-implementation activities, lead kickoff calls, and present results to stakeholders in a fast-growing health services environment.

The role requires strong communication, project management skills, and the ability to travel to client sites. A BA/BS and experience in health, wellness, or employee benefits enhances fit.

Qualifications

• Bachelor's degree or higher preferred.
• Experience in account management or project management preferred.
• Insurance brokerage experience in employee benefits is a plus.
• Health and wellness or hospitality background is a plus.

Responsibilities

• Owns the overall account, coordinating with sales, brokers, and internal teams post-implementation.
• Lead implementation kickoffs and ongoing project meetings with client stakeholders.
• Develop and execute client engagement and service strategies; provide regular client communications.
• Coordinate client site visits, screenings, and health fairs as needed.
• Address service issues with partners and communicate status timely to clients.
• Prepare proposals for system enhancements and manage change forums with clients.
• Oversee client management reporting and communicate results to clients and producers.
• Collaborate with leadership to recommend engagement strategies and drive revenue opportunities.
• Support HIPAA/HITECH compliance and protect PHI in communications.

Skills

Excellent communication

Strong typing

Organization skills

Problem solving

Independent yet team player

Data management

Client relationship

Travel readiness

Education

BA/BS College Degree

Tools

Microsoft Word

Microsoft Excel

Microsoft Access

Microsoft PowerPoint

Salesforce.com

Job description

Position Summary

This position is responsible for managing new and existing client relations and driving engagement within the program. It requires a focus on project management of client customization and integration of services to ensure a successful program, relationship building throughout the life of the client, and client satisfaction.

Major Responsibilities

• Overall responsibility for the account, works with sales, brokers, consultants, and internal team post implementation, for all new accounts. Fully understands and communicates client expectations and background to ensure success launch of the WellnessIQ programs.
• Participate in implementation kick off calls and ongoing project meetings with clients’ stakeholders. Post-launch, the Wellness Strategy Manager will prepare and coordinate formal presentations to clients, consultants, brokers, members and producers regarding product, plan design, member education, service results, and renewals. This requires traveling to client locations.
• Establish working relationship with client point-of-contact; develops and oversees the account service strategy, including regularly scheduled meetings as agreed upon by the client. Prepare agendas, minutes, deliverable tracking and other project documentation to communicate progress internally and externally.
• Organizes and oversee client site visits, screenings and health fairs as necessary.
• Take ownership for service issues on behalf of client point-of-contact, work with service partners to resolve problems. Communicates status of on-going service issues to the client point-of-contact in a timely manner.
• Work with Senior Wellness Strategy Manager and Wellness Strategy Team Leads to resolve client service issues.
• Responsible for preparing proposals for system enhancements that may arise outside of the initial implementation. Enhancements need to be proposed to a change forum, tracked and managed while keeping client informed of progress and expected timelines.
• Provide client point-of contact support on benefit design changes.
• Oversee client management reporting. Position, deliver and communicate client management data to client and Producer, including but not limited to Monthly Activity Reports, Quarterly Reports, Annual Reviews and financial performance guarantee.
• Work collaboratively with Wellness Strategy Team Lead, and Director of Customer Experience to develop and deliver engagement/strategy recommendations to clients.
• Communicate with VP of Operations regarding operational and platform related issues.
• Capitalize on all new revenue opportunities for existing clients by developing and executing a successful client management strategy. This should be coordinated with the Sales Consultant if needed.
• Deliver and manage client renewals to consultants, brokers, and client to ensure client management retention, profitability, revenue and satisfaction objectives that are consistent with company goals.
• Confidently runs a book of business post implementation through client growth phases, including short and long-term strategy
• Work in tandem with the Client Experience Manager to ensure project timelines are met and support is provided up to the highest standards for clients
• Assists client in building a business case for wellbeing as a business strategy.
• Follows current HIPAA/HITECH guidelines and procedures as described in the WellnessIQ’s Policy Manual.
• Maintains security of transmission or receipt of all emails, files, documents, reports, etc. relayed via computer, cell phones or other devices, that may contain PHI, as described in the WellnessIQ Policy Manual.
• Have an understanding of health insurance and related benefits.
• Ability to use individual creativity or professional background to enhance content available to clients and grow programs within WIQ.

Job Requirements and Qualifications

Education and Experience

• Customer Service experience required
• BA or BS College Degree preferred
• Insurance brokerage experience specifically in employee benefits preferred
• Health and Wellness or Hospitality experience preferred
• Account Management or Project Management experience preferred
• Any combination of education, experience, and training that provides knowledge and abilities to perform the job will be considered

Special Skills Required

• Excellent communication skills
• Strong typing skills
• Strong organization, communication and problem-solving skills
• Strong analytical and data management
• Ability to work both independently and in a collaborative manner in a rapidly changing environment
• Ability to handle multiple priorities in a fast-paced work environment
• Customer focused and responsive
• Flexible regarding daily work assignments
• Self-starter with the ability to achieve results independently as well as in a team environment
• Highly motivated and energetic professional who enjoys working in an entrepreneurial, fast-growing environment
• Excellent interpersonal and organization skills
• Ability to respond professionally and accurately to requests received from a variety of clients
• Ability to travel as needed

Computer Skills

• To perform this job successfully, individual should have knowledge of Microsoft Word, Microsoft Excel spreadsheet, Microsoft Access, and Microsoft Power Point design software
• Salesforce.com experience preferred

Supervisory Responsibilities

• None

Certificates, Licenses, Registration

• None

Physical Demands

• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• • Ability to sit at a computer for long periods of time and use a telephone frequently
  • Standing, walking, talking, hearing, sitting, reaching
  • Lifting up to 25 lbs. occasionally; lifting up to 10 lbs. regularly

Working Conditions

• Climate controlled open office environment
• Travel to client offices and work location
• • More travel during periods of heavy activity, such as new client onboarding

NOTE:

The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job